Generating license records for customer-created forms

To generate a "CustomerForms" license record for your customer-created forms that are not currently licensed, use the FormSync Form License utility. This utility validates that the specified forms are not already licensed to an existing module. The generated license records are based on the "UserForms" modules specified in the current license, in effect, and are inserted into the ModuleMembers table in the application database of the specified configuration.

Note: Lack of a license for customer-created (non-Vendor level) forms can occur for two reasons:

If a form was created for an application database with an unlimited license, then the "CustomerForms" license record might not be created. This depends on other attributes in the License Document.
If the customer-created form was moved to another forms database without also applying the required "CustomerForms" license records to the associated application database, the form would not be licensed in that environment.

To generate a license, use this procedure:

If you have not already done so, open the Configurations page and specify the Source configuration in which the form you want to generate a license for exists.
Access the FormSync Utilities page:
- In the form version, click Utilities on the main page.
- In the stand-alone version, click the Utilities icon on the Toolbar.
Optionally, use settings on the Filter tab to filter the list of forms to generate licenses for.
Select the Licenses tab.

Note: In the stand-alone version of FormSync, this tab is labeled as Form Licenses.
Optionally, if you selected forms on the Filter tab, select the Use settings from Filter tab on refresh option.
If you selected forms to generate licenses for on the Filter tab, and you select this option, when you click Refresh Form List, only those forms display in the Select desired forms from list of form names field.
To see the list of available form names, click Refresh Form List.
If you click Refresh Form List without first selecting the Use settings from Filter tab on refresh option, then all forms in the forms database display. You can then select whatever forms you want to generate licenses for from that list.
In the form selection field, select the forms for which you wish to generate licenses.
Selected forms then appear in the Selected forms/status area of the tab, with a Status of "Pending". At the same time, when you select one or more forms, the Generate Form License button becomes enabled.
Click Generate Form License.

Note: If the current configuration references an application database on a remote machine, the process might take significantly longer to run. For the most efficient processing, we recommend that you run FormSync on the Application Server that is servicing the current configuration.

When the process successfully completes, the Status of the selected forms is either "Generated" or "Skipped", depending on whether or not a customer forms license was successfully generated.

At the same time, the selection check boxes are cleared for all previously selected forms in the Select desired forms from list of form names list, and the Generate Form License button again becomes disabled.

If the Status is "Skipped", it means that the form was already licensed to a module other than "CustomerForms". To see the license module to which a form name current is assigned, double-click on any entry with a status of "Skipped".

If the form license generation process fails, a message box indicating the reason displays, and the states of the Select desired forms from list of form names and Selected forms/status list boxes remain unchanged.