Course Overview  

1. Course Description  
   1. Welcome to the SYNCHRO Control Forms Course provided by Bentley Systems Inc. 
   2. This course covers basic and advanced level topics regarding SYNCHRO Control Forms 
2. Target Audience 
   1. Technical Support Engineer 
3. Prerequisites 
   1. Basic knowledge of SYNCHRO Control 
4. Course Objectives 
   1. Understanding SYNCHRO Control Forms 
   2. Creating Custom SYNCHRO Control Forms 
   3. Setting up Form Definitions 
   4. Creating Forms design layout 
      1. Setting up Property Bindings 
      2. Setting up Control Styles 
      3. Creating SYNCHRO Control Scripts 
   5. Setting up Design printout 
   6. Setting up Workflows 
   7. Setting up Permissions 
5. Software Requirements 
   1. Internet Browser 
   2. SYNCHRO Control Access(ADMIN) 
6. Dataset 

  

Introduction 

1. Overview 
2. Prerequisites  
3. Objectives  
4. Key Points in This Chapter 

  

Setting Up Your Project  

Introduction 

1. Overview 
   • This course focuses on SYNCHRO Control Forms in a SYNCHRO Control Project. You will learn how to set up, configure, and manage both custom and default SYNCHRO Control Forms. 
2. Target Audience: 
   • This course is designed for Technical Support Engineers. Some key features included in this course are designed to create, configure, manage, and investigate SYNCHRO Control Forms 
3. Prerequisites  
   • Requires completing Basic SYNCHRO Control course 
   • This training also requires a SYNCHRO Control Project with ADMIN rights. 
4.  Objectives 
   • After completing this course, you will be able to: 
     • Create, configure, and manage custom SYNCHRO Control Forms 
     • Understanding of SYNCHRO Control Form phases 
     • Gain basic understanding of SYNCHRO Control Form scripts 
5. Key Points in This Chapter 
   1. Notes: 
      1. Where/How do I manage SYNCHRO Control Forms 
      2. SYNCHRO Control Form Statuses 
      3. SYNCHRO Control Form Phases 

  

 

  

 

Setting Up Your Project  
 
Understanding SYNCHRO Control Forms 

SYNCHRO Control Forms allows the Admin users to create, build, manage and configure digital forms from paper forms. The users will be able to create custom Forms from an existing form or from a blank slate. Each individual SYNCHRO Control Forms type can have a unique design, customized printout, specific workflow, and secure permission. 

Managing these SYNCHRO Control forms should allow the Administrator to select which forms should be published and included for project provisioning and which users are allowed to access, configure, and design these forms. 

  

Managing SYNCHRO Control Form 

To manage all SYNCHRO Control Form of a project: 
 Go to Administration > Manage Forms. 

 

  

The administrator should be able to manage through this UI. This UI shows the type and status of each SYNCHRO Control Form Definition. 

  

TSE NOTES: 

1. When a SYNCHRO Control Form is not visible when pressing the create button from the home page, make sure the STATUS of that form is set to published.  
2. Only Published forms are included during provisioning. 

  

General Forms 

Attribute Forms 

Inspection 

Inspection Groups 

  

  

  

  

 

Creating Custom SYNCHRO Control Forms 

1. Go to Administration > Manage Forms. 
     
    
    
    

The following columns are provided to define information about the selected form: 

Form definition 

Form definition name 

Prefix    

The prefix to generate a unique number 

Type                                       

Form type 

Status                       

Form status (Published, Draft or Archived) 

Workflow 

Workflow status (Enabled or Disabled) 

Filled out 

The number of how many form instances have been created. 

1. To change a form Status, select a Form and click the Change Status  button. 
     
    
    
2. Forms have three status options:  
    
3. Published 
4. Form is in production stage and available in SYNCHRO Control/Field. 
5. Draft 
6. Form is in design mode. Not available in SYNCHRO Control / Field. Form definition can only be edited while in a draft status. 
7. Archived 
8. Form is not available for new instance, only can view existing instance. 
9. Select the required status, then click Save. 
     

  

  

Setting up Form Definitions 

Creating Forms design layout 

Setting up Property Bindings 

Setting up Control Styles 

Creating SYNCHRO Control Scripts 

Setting up Design printout 

Setting up Workflows 

Setting up Permissions 

 

Questions: 

 
Which tab allows access to the Forms manager? 

Administration 

Documents 

Dashboard 

Work 

All of the above 

  

Answer: A 

Administration 

 Which tab allows you to add new Form Instances aside from the Create Button? 

Administration tab 

Documents Tab 

Dashboard 

Home Tab 

All of the above 

  

Answer: C  

Dashboard 

Work Tab is the other choice, but not listed. 

As an ADMIN, a customized form definition is not listed when I click the Create Button.  

What should I check first? 

Form Permission 

Form Status 

Form Type 

Form Workflow 

None of the above 

 

Answer: B 

Form Status should be set to Published 

 Form Definition have three status options:  

Published - Form is in production stage and available in SYNCHRO Control/Field. 

Draft - Form is in design mode. Not available in SYNCHRO Control / Field. Form definition can only be edited while in a draft status. 

What is the third Form status Option? 

Archived 

Deleted 

Rejected 

Released 

None of the above 

 

Answer: A 

Archived - Form is not available for new instance, only can view existing instance.  

  

True or False: The bindings property allows the selected Form Control to associate SYNCHRO Control Project defined data field. 

True 

False 

 

Answer: A 

 

Which Form Status allows the Administrator to be included in a project Template? 

Archived 

Published 

Draft 

Released 

All of the above 

Answer: Published 

Any form needing to be transferred/imported will need to be in the Published status, and the forms not required are in Draft or Archived Status. Only the Published Forms will be transferred when using the template. 

 

True or False: All forms permissions are managed according to the user’s role. 

True 

False 

 

Answer:  B 

Each form can be managed and set up to have it’s own unique role based permissions. 

 

When editing the form, which phase allows the user to add/remove form controls? 
 

Design Form 

Design Printout 

Set Workflow 

Set Permissions 

None of the above 

Answer: A 

Design Form allows the user to customize the layout and form controls to be added into the form definition.