Form Trees

A form tree is a custom-designed decision tree that can be embedded in an Action Item or Event form.

Below are the Guidelines for Form Trees

ACT Power or Super User's at the division level are able to view, create, and edit ref codes using the Settings > Form Trees section.
The ability to view form trees in divisions outside of a user's default division is determined by organization permissions.
The tree can be designed such that a user is guided to the correct decision by sequentially (hierarchically) reviewing displayed nodes (which can be possible answers to a question) and selecting the most appropriate node (answer).
A decision is especially useful for a root cause analysis of an ACT, or Event compiling an Employee List.
The decision tree can be created using an unlimited number of nodes and child nodes.

How to Create a Form Tree

Follow the steps provided below to create a new form tree to embed in an ACT form.

Navigate to ACT> Settings > Form Trees.
Select New from the toolbar.
Enter the name of the form tree in the Title field.
Description is an optional field that can be used to further describe the form tree. Enter a description, if necessary.
Ensure Active is checked, making the new form tree available for use once completed.
Modify the Active and Inactive dates, if necessary.
Select the View Public checkbox to make the form tree available to all divisions within a company.
Ensure Company, and Division are correct.
Select Save on the toolbar. The new form tree has been added to the list and is available to edit the layout of the tree.

The Creator field will automatically populate with the user who is creating the form tree.

Effective the active date the form tree will be available to for users to select. Effective the inactive date the form tree will be unavailable for users to select.

How to Manage an existing Form Tree

Form Trees in use cannot be deleted. Typically, we recommend inactivating them which will prevent users from seeing them as available options going forward.

Navigate to ACT > Settings > Form Trees.
Select the Form Tree that needs to be updated.
To delete a form tree, select Delete on the toolbar. Then select Ok when asked "Are you sure you want to delete?" from the pop-up message.
1. To inactivate a form tree, uncheck Active from the Tree Information form.
2. Then select Update on the toolbar to update the form tree with the change in active status.
Select Update on the toolbar to update the form tree with the modifications that were made on the Tree Information form.
To make any changes to the form tree itself, select Layout from the toolbar.
Select the form tree title to enter a Node Title.
To add a node, Select "+" to add the title to the form tree.
To delete a node, select the node title and select the "-".
To rename a node, Double-Click the node and edit the node title. Each of the top nodes created can have child nodes.
To create a child node, select any node then add the node title and select "+" to add the new node to the form tree.
Close the layout window when the form tree has been completed.
Select Update on the toolbar to view the form tree.
Then select Expand All to review the completed form tree

All Action Item or Events using the form tree before the inactive status will retain the form tree. Be sure to replace or remove the form tree from the associated form fields.