Form Configuration Dialog Box

This dialog box opens when you create a new custom form. Use it to provide basic parameters for the new form.

The following table describes the configuration settings for a new custom form.
Element Description
Name The name of the new custom form. Each form must have a unique name. If you type the name of an existing form, a number is appended to the name (for example, "State Form 2").
Type Select State form, Transition form, or Print form.
Options Select one of the following:

Based on "Quick" form for: Creates a form based on the quick form for the primary table, an application workflow or sub-workflow, or an auxiliary table in the open process app. By default, this form is based on the primary table and the privilege section specified for each field in the table. Select a workflow if there are field overrides at the workflow level.

Based on another form: Creates a form based on the selected custom form in the open process app. In most cases, the form types do not have to match, so you can create the form from either a state form or a transition form.

Empty form for: Creates an empty form based on the selected table.

Note: If the "external forms" option is selected on the Forms tab in SBM Composer Options, the first and third lists also contain tables external to the current application. This includes both primary and auxiliary tables from other applications in the open process app and from referenced applications (except for system auxiliary tables from the Global Application). Forms that are based on external tables are included in the second list.
Label Choose to place labels to the left of form controls or on top of form controls.

You can modify this setting for specific container controls after the form is created. For details, refer to General Tab of the Form and Control Property Editor.

Columns Specify the number of columns for the form.
Preview Displays a read-only version of the blank form or the form from which you are basing the new form.
Actual size If this check box is selected, the size of the form in the Preview element is the same as the size of the form in the form editor.

If this check box is cleared, the form is sized to fit in its entirety in the Preview element.

Related Topics

Creating Custom Forms

Quick Forms or Custom Forms?