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Viewing the Template Form List

How to Open the Form List

The form list is available for record template, account template, role template, and organizational unit template.

In the process template the form list is not available, and forms are created and configured using the process diagram element properties.
  1. Open a record template, account template, role template, or organizational unit template.
  2. Select the Forms tab.
  3. The list of forms in the template opens.

Template form list*

Template form list

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Operations In the Form List 

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