Forms Creation

VERSO provides a high level of flexibility that allows the creation of custom workflows and custom field presentation and utilization – which resides on a custom form.   A Form is created using three modules:

  • Fields Management
  • Workflow Management
  • Forms Management

The final outcome is the FORM that represents the specific requirements for handling trouble reporting and product returns.

Fields Creation

In this module you will create all the necessary fields that area going to be used in the Form.

  1. Log into VERSO
  2. Click on the Control Panel icon on the menu lineVerso8_FormCreation_1
  3. Click on Fields moduleVerso8_FormCreation_2
  4. Click on Add Custom Field Verso8_FormCreation_3
  5. Fill out all the necessary data and then click on the Submit button to save it.Verso8_FormCreation_4

Important Notes:

  • Use a relevant tool tip.
  • Please note the many types of available types (Text Box – Dropdown List – Checkbox List – Radio Button List – Date – DateTime)
  • Multi Line means that the area will allow multiple lines to be presented on the form
  • Allow Empty means that, if checked this field will not require a value to be inserted by the users.

Once you create all the fields necessary, you can see a list:Verso8_FormCreation_5



Once all the fields are created, you will need to create the workflow that your Form will use. Within VERSO, Workflow represents a series of steps that can occur from the “NEW” status to the “CLOSED” status. It’s a good idea to initially draw on paper the steps and logic that will reside in the form. From there, you can easily implement into VERSO through the workflow module.

As an example, a default form is provided “out of the box” from VERSO below:Verso8_FormCreation_6


In order to create the workflow in VERSO follow these steps:

  1. Log into VERSO
  2. Click on the Control Panel icon on the menu lineVerso8_FormCreation_7
  3. Click on the Workflows moduleVerso8_FormCreation_8
  4. Click on Add WorkflowVerso8_FormCreation_9
  5. Notice that the Steps “Initial Step” and “Final Step” are already present, those are normally called “New” and “Closed”, however you can rename them if you prefer.Verso8_FormCreation_10
  6. To create additional steps, click on the “+Add Step” button.
  7. Once you are done creating the Steps, you will notice that all the steps are reflected under the “Step Visibility” section. Checking the box to the right of each step name under the step visibility list will cause that particular step to be visible on the MTR as a next status option (that can be selected by the user); when the MTR is in the status/step at the top of the screen.   Verso8_FormCreation_11In this case this screen is showing that when the MTR is on status “New”, the only next step option that can be selected is the “Opened” step.
  8. Key Performance Indicators (KPI) is a value (in days) set inside the workflow step that designates the number of days when a notification email should be sent to the users of this step (see the Alert Module).
  9. The groups that show on the right of the Step will determine which user groups have visibility to this step. These can be selected or excluded as you preference.Verso8_FormCreation_12
  10. The Field called “Assign RMA on Step” indicates which step in the workflow an RMA number will be assigned. In the below case the RMA number is created once the MTR reaches the “Approved” status.Verso8_FormCreation_13
  11. If you select the “Is Default” box, this will make the Workflow the default workflow to be used by the system.Verso8_FormCreation_14
  12. Once you are finished creating the steps and assigning their visibility, your Workflow is created by clicking on the “Submit” button.


Creating the Form

Once you have created the necessary Fields and the Workflows (you can also use the VERSO defaults Workflow) you are ready to create the form. You can create as many Forms as you like, and the form can be ASSIGNED to one of three TYPES (levels):

  • Company – example: A form (with unique workflow and fields and KPIs) can be created for a specific company value (such as a dealer, client, or location).
  • Contract – example: A form (with unique workflow and fields and KPIs) can be created for a particular contract with a dealer or client.
  • Default – example: A form that is used for all MTRs, or MTRS that do not have an associated company or contract form.


  1. Log into VERSO
  2. Click on the Control Panel icon on the menu lineVerso8_FormCreation_15
  3. Click on FormsVerso8_FormCreation_16
  4. Click on “+Add Form”Verso8_FormCreation_17
  5. Complete all the information under on the left side panel, including the form type, depending on your requirements. A form can be created without an assigned Workflow, however it is recommended that you assign a Workflow so that the step logic is used. More fields can be added if needed.                                                                                              Note that every new MTR created will first determine if it should use a particular contract form based on a match with product/serial numbers in the VERSO database. If the product record in the DB does not have a contract value, then it will check to see if it has a Company value associated. If no company value exists, then the MTR will use the Default form.Verso8_FormCreation_18
  6. Once you complete the data on the left side panel, the steps from the assigned workflow will automatically appear at the bottom and the fields previously created now appear in the right side panel. From the right side panel, Select all the Fields necessary for your Form.Verso8_FormCreation_19
  7. Once you have selected the Fields, they automatically appear on all the steps of your Workflow; however you can designate which Fields will be visible on the particular steps. For instance, some of the fields should only appear with steps that make sense. Browse each field list for each step, designate those that should appear for the step, and designate the groups of people that are going to be able to view and/or edit the field.
    Click each field to expand, allowing you to view and edit permissions.Verso8_FormCreation_20
  8. Column 1 shows the groups that are able to edit the field and column 2 shows the groups of people that are able to see the Field being displayed. In this example, ”Report Reason” on the Step “New” is going to be Editable by the group “Admin”, the remaining groups will be able to see the Field but not Edit.
  9. Also, for every step you can change the order in which each field appears with a simple drag and drop to the desired position.Verso8_FormCreation_21
  10. Click on Save once you have finished loading all the steps.