Creating Custom Forms

Before you create a form, first determine where it will be used. The form may be automatically assigned to a process app element, depending on where it is created. You can also assign a form to elements after it is created.

  • To create a form for an application, and assign it to workflows, states, or transitions later:
    • In App Explorer, select Visual Design, and then right-click the Forms heading. Select Add New, and then select a form type.
    • Or, from the Ribbon Home tab, select Element and then click State Form, Transition Form, or Print Form.
  • To create a default form for a workflow:

    In App Explorer, select Workflow Design, and then select the application workflow. Then select the Forms tab of the workflow Property Editor.

  • To create a form for a for a specific state or transition:

    In App Explorer, select Workflow Design, and then select the application workflow. In the workflow editor, select the state or transition, and then select the Form tab of the state or transition Property Editor.

  • To create a form for an auxiliary table:

    In App Explorer, select the Data Design filter, then select the auxiliary table. Select the Forms tab of the table Property Editor.

After you decide where to create the form, follow these steps to design it:

  1. On the Form Configuration dialog box, choose the type of form (state, transition, print) as needed.
    Note: When you design a print form, consider the limitations of printing from a Web browser. If the page is too wide to fit on a printed page, information could be truncated or garbled.
  2. Select an option to create the form with pre-populated sections or auto-sections, to create the form based on another form, or to create an empty form. For details on these settings, refer to Form Configuration Dialog Box.
  3. From the Labels drop-down list, choose to display labels to the left of form controls or on top of form controls.
  4. Select the number of columns for the form, from 1 to 4.
  5. Click OK.
  6. To change the overall layout for the form, select a layout from the Form Layout area on the Design tab of the Ribbon. For details on the options, refer to Form Layout.
  7. To create visual sections on the form, drag container controls onto the form, configuring the rows and columns of the containers as needed. You can drag container controls into existing cells on the form, creating visual subsections. For details, refer to Form Controls.
  8. To add data fields to the form, drag field controls into privilege or visual sections. Each field control and detail control can be used only once on the form. For details, refer to Controlling Access to Data.
  9. To control form behavior, add form actions, widgets, or JavaScripts. For details, refer to Managing Form Behavior.
  10. To view a mockup of the form, click Preview on the Design tab of the Ribbon.
  11. Use the controls at the top (for example, the Context list) to view the form as it will be seen in a different workflow, state, or transition, by users assigned different roles, and by style (classic or Work Center, for example). You can click the buttons at the top of the form to move through the states and transitions. For details, refer to Previewing Forms

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