Input Form Builder: Uploading Plugins or Custom Data Objects

Plugins and custom data objects created by your company for use with Encompass can be directly uploaded to the Encompass system to which the Form Builder is connected. Once uploaded, the plugin or data object is available to publish, as part of a forms package, to your company’s Encompass server. For more information about publishing plugins or custom data objects to the Encompass server, view the Form Packages help topic.

To Upload a Plugin From Outside of Your Encompass System:

  1. Log in to the Form Builder.

  2. On the Tools menu, click Manage Customizations.

  3. On the Manage Customizations window, click the Plugins tab.

  4. Click the Upload button.

  5. Type or browse to the location of the plugin file, and then click Open.

  6. Click OK to acknowledge the notification message informing you that the plugin will become active within Encompass immediately.

  7. Repeat steps 4-6 to import additional plugins.

  8. When finished, click Close.

Note: The Encompass plugins are saved as DLL files. The file type is classified as an Application Extension.

To Upload a Custom Data Object From Outside of Your Encompass System:

  1. Log in to the Form Builder.

  2. On the Tools menu, click Manage Customizations.

  3. On the Manage Customizations window, click the Custom Data Objects tab.

  4. Click the Upload button.

  5. Type or browse to the location of the data object file (such as a .config file), and then click Open.

  6. Click OK to acknowledge the notification message informing you that the data object will become active within Encompass immediately.

  7. Repeat steps 4-6 to import additional custom data objects.

  8. When finished, click Close.

ClosedDownloading a Copy of Plugin or Custom Data Object File to your Local Hard Drive

Once you successfully upload a plugin or custom data object file to the Encompass system to which the Form Builder is connected, you can download a copy of the file to your system’s local hard drive as needed.

  1. Follow the steps provided above to upload a plugin or custom data object file.

  2. On the Manage Customizations window, click the Plugins or Custom Data Objects tab.

  3. Click the file to download, and then click the Download button.

  4. Type or browse to the location where you want to download a copy of the file, and then click Save.

  5. Repeat steps 2-4 to download additional files.

  6. When finished, click Close.