Editing forms

We need to heavily modify data entry forms in Specify. The XML documents which contain the form data seem to be quite easy to understand, but it would help a lot if there would be some sort of documentation for editing forms. Is there any official guides or documentation available? I tried to search but found none...

Best regards,
Erno Kuusela

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Editing forms

The Specify development team (specify@ku.edu) has a document that should be helpful. If you don't already have software that understands XML coding and structure, it would be worth worth your while to invest in one. Although it is possible to edit the files with any text editor, having an XML-aware program will make the job a lot easier.

common.views file

I need different forms to different collections, some forms format to fields like "localitydetails" (range, township etc.) are in common.views file right?
But, if you check there is just one common.views.xml at "institution" level. So, if I change some form in common.views file all collections fo my database will be configured?
Can I import the common.views file at lower level like "collection" or "user" without change other levels?
Thanks in advanced!

common.views file

Since not all forms will be different for each collection or user, it would be better to move the ones that actually will be different to a separate XML file and import that file at the appropriate level. This will minimize extra load on the system due to having to keep track of multiple versions of precisely identical forms.

We tried customizing for individual users, but gave up on it after discovering that Specify's import/export interface is not capable of removing or replacing a view set that had been imported for any user other than the administrator. It is possible to access the MySQL database directly, figure out which records in which tables correspond to the no longer wanted views, and remove them manually. However, the structure and relationships of these behind-the-scenes tables are not well documented, making operations of this sort risky. It's definitely not something I'd want to do twice!

Editing Forms

Please contact customer support with any questions about editing or importing forms. In the most recent release you can import forms for any user in the system.