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:
  • [Inherit from workflow] The default form that was specified for the workflow on the Forms tab of the workflow Property Editor is used.
  • [quick form] A form that was generated by the system is used.
  • A custom form that was created is used.
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.

Related Topics

Using the Property Editors