Forms
- Last UpdatedJun 24, 2024
- 5 minute read
Use the Forms page to create, organize, import, save, design, publish, manage, secure, and associate forms to workflows.
To access Forms
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In the Enterprise Console, click the Menu button, and then click Forms. The Forms page appears.
The Forms page shows the title, description, bound to workflow, owner, version, item status, and last modified date for the forms.
Forms Interface
Forms interface has breadcrumbs, an action bar, and a list of forms.
Breadcrumbs
Breadcrumbs display the path to the child form or folder, and has commands to customize and view the list of forms.
|
Command |
Description |
|---|---|
|
All Items |
Default view to display the list of forms. |
|
Create View |
Create a new view to display the list of forms. |
Action Tool Bar
Action tool bar has commands to manage forms and folders. Standard commands are available all the time whereas contextual commands are available only when a form is selected.
Standard Commands
|
Menu/Command |
Command |
Description |
|---|---|---|
|
Up |
|
Go back to the parent form or folder. |
|
New |
Form |
Create a new form. For more information, see Create Forms. |
|
Folder |
Create a new folder to group and organize forms. For more information, see Create Folders for Forms. |
|
|
Organize |
|
Organize the form by moving the form to a folder or by making the form a child item of another form. For more information, see Organize Forms. |
|
Security |
|
View or customize the security level for the forms. For more information, see Set Security of Forms. |
Contextual Commands
|
Command |
Description |
|---|---|
|
Design |
Design the form with the forms designer. For more information, see Design Forms. |
|
Publish |
Publish the form or the folder. For more information, see Publish Forms or Publish Folders. |
|
Unpublish |
Unpublish the form or the folder. For more information, see Unpublish Forms or Unpublish Folders. |
|
Edit |
Edit description of the form and then change design of the form with the forms designer. For more information, see Edit Forms. |
|
View |
Preview the form. For more information, see Preview Forms. |
|
Delete |
Delete the form. For more information, see Delete Forms. |
|
Change Owner |
Change owner of the form. For more information, see Change Ownership of Forms. |
|
Associate |
Associate the form to a workflow. For more information, see Associating Forms to Workflows. |
List
List of forms shows the title, description, bound to workflow, owner, version, item status, and last modified date for the forms. Click on a column to sort the forms.
Filter Bar
Filter bar can help to quickly find the desired forms from the list of forms. Filter bar has a funnel button and a parameter area for every column of the forms list. The filter button shows the available filter options and the parameter area is for entering the filter criteria. The filter bar is hidden by default. Right-click on the column header, and then click Filter Bar, to access the filter bar. For more information about filter bar, see Filter Forms.
List Shortcut Menu
List shortcut menu has commands to manage the form. The list of commands available is dynamic and changes when the form is locked or disabled. Right-click on a form to access the shortcut menu.
|
Command |
Description |
|---|---|
|
Design Form |
Design the form with the forms designer. For more information, see Design Forms. |
|
Edit Form |
Edit description of the form and then change design of the form with the forms designer. For more information, see Edit Forms. |
|
Preview Form |
Preview the form. For more information, see Preview Forms. |
|
Publish |
Publish the form. For more information, see Publish Forms or Publish Folders. |
|
Unpublish |
Unpublish the form. For more information, see Unpublish Forms or Unpublish Folders. |
|
Export Form |
Export the form as an XML document. For more information, see Export Forms. |
|
Import Form |
Import the form from an XML document. For more information, see Import Forms. |
|
Associate |
Associate the form to a workflow. For more information, see Associating Forms to Workflows. |
|
Dissociate |
Remove association of the form from a workflow. For more information, see Dissociate Forms from Workflows. |
|
View Association |
View association of the form with a workflow. For more information, see View Association of Forms with Workflows. |
|
Lock |
Lock the form. For more information, see Lock Forms. |
|
Unlock |
Unlock the form. For more information, see Unlock Forms. |
|
Save As |
Save a different version of the form. For more information, see Saving Versions of Forms. |
|
Disable |
Disable the form. For more information, see Disable Forms. |
|
Enable |
Enable the form. For more information, see Enable Forms. |
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Delete |
Delete the form. For more information, see Delete Forms. |
|
Change Owner |
Change owner of the form. For more information, see Change Ownership of Forms. |
|
Show Child Item |
Show child items of the form. For more information, see View Child Items of Forms. |
|
Show All Versions |
Show all versions of the form. For more information, see View Versions of Forms. |
|
View Audit History |
View audit history of the form. For more information, see View Audit History of Forms. |
|
View Properties |
View properties of the form. For more information, see View Properties of Forms. |
|
Security Settings |
View or customize the security level for the forms. For more information, see Set Security of Forms. |