Applications → Managing States → State Settings → Form Tab of the State Property Editor
Element | Description |
---|---|
State form, Print form | Select the state form or print form to be associated with
the selected state.
You can select one of the following
items:
Note: For details about the differences between quick forms and custom
forms, see
Quick Forms or Custom Forms?.
For information about custom form types, see
About Forms.
|
New | You can base a new custom form on the quick form for the state or on an existing custom form, or you can start with an empty form. (You can also create a state or transition form by right-clicking the Forms heading in App Explorer.) |
Preview | View a mockup of the state form as it will appear to
users. Use the controls at the top to view the form as it will be seen in a
different state, by users assigned to different roles, and by style (classic or
Work Center,
for example). Click the transition buttons at the top of the form to experience
the user flow without deploying the process app.
Note: You can preview a state form from the
Form Preview Dialog Box
if the selected role has any "view item" privilege granted to it in the
Roles Editor.
You can preview a transition form if the selected role has any "transition
item" privilege. (An exception to this is the "Update" transition type, which
requires any "update item" privilege.)
|
Edit | If a custom form is selected for the state, click to open the form in the form editor. |
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