Generating license records for customer-created forms

Use this utility to generate a "CustomerForms" license record for your customer-created forms that aren't currently licensed. 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 the forms were created for an application database with an unlimited license, then the "CustomerForms" license records might not be created. This depends on other attributes in the License Document.
  • If the customer-created form were 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:

  1. 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.
  2. 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.
  3. Optionally, use settings on the Filter tab to filter the list of form that displays on the Licenses tab.
  4. Select the Licenses tab.
    Note: In the stand-alone version of FormSync, this tab is labeled as Form Licenses.
  5. To see the list of available form names, click Refresh Form List.

    Once you click this button, form names display and the Generate Form License button becomes enabled.

  6. Select the forms for which you wish to generate licenses.

    Selected forms then appear in the Selected forms/status area of the tab.

  7. Click Generate Form License.
    Note:  If the current configuration references an application database on a remote machine, the process may run significantly longer. For the most efficient processing, it is recommended that FormSync be run on the Application Server servicing the current configuration.

    When the process successfully completes, the Status of the selected forms is either "Generated" or "Skipped", depending on whether a customer forms license was generated. The selection check box is cleared for all selected forms under the Select desired forms from list of form names list, and the Generate Form License button becomes disabled. If the status is "Skipped", 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.