Forms Tab of the Application Workflow Property Editor

When an application workflow or sub-workflow is selected in the editor, you use this tab to manage its default state and transition forms.
Element Description
Default state form,

Default transition form

Select the form to be associated with new states or transitions added to this workflow. You can select one of the following items:
  • [inherit from primary table] The default form that was specified for the primary table on the Forms tab of the table Property Editor. This option is available only for application workflows.
  • [quick form] A form that was generated by the system.
  • A custom form that was created.
You can change the form associated with an existing state or transition at any time.
Default print form Select the form to be used when a user prints a state form. You can select one of the following items:
  • [inherit from primary table] The default form that was specified for the primary table on the Forms tab of the table Property Editor. This option is available only for application workflows.
  • [quick form] A form that was generated by the system.
  • A custom form that was created.
Default anonymous submit form Select the form to be used when a non-SBM user submits an item. You can select one of the following items:
  • [inherit from primary table] The default form that was specified for the primary table on the Forms tab of the table Property Editor. This option is available only for application workflows.
  • [quick form] A form that was generated by the system.
  • A custom form that was created.

For both quick forms and custom forms, anonymous users can view fields only in the Standard privilege section. They can add file and URL attachments and notes to items while they are submitting them. After they submit an item, however, they can no longer view it or any other part of SBM.

Use Application Administrator to enable anonymous submit for a project.

New You can base a new custom form on the quick form for the workflow 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 corresponding form as it will appear to a user. You can use the controls at the top to view the form as it will be seen in a different workflow, state, or transition; by users assigned to different roles; and by style (classic or Work Center, for example).

The controls in the preview area have no effect.

Edit If a custom form is selected for the corresponding default form, click to open the form in the form editor.

Related Topics

Using the Property Editors