See also: Set Up New Item BankDefine Bank PermissionsDefine Form MetadataDefine Bank Workflow

Banks provide a way to manage content (forms, items, and shared stimulus). 

  • Create Item Bank. Banks are buckets used to store content (forms, items, and shared stimulus).

  • Define Bank Workflow for each content type. Add the Statuses for each content type:

    • Define Status Visibility. Permissions are granted for each content Status to allow user role access to content only when the content Status matches your authority.

    • Define Status Transitions. For each content Status, determine what roles can transition from the current Status into another Status.

  • Define the Metadata. Metadata is defined within the bank for each content type. These fields are set up as select or multi-select lists, text fields, or checkboxes. You can specify when the field is displayed (when printing, as an item search filter, etc.).

  • Select the Standard sets to be made available in the Bank.

  • Define Bank Permissions to access Bank features on the Form, Item, and Shared Stimulus search pages. Permissions allow selected roles features including: Export Metadata, Upload Metadata, and Bulk Change Styles.



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