Forms

Table of Contents Definitions Related Articles Definitions A form is a web page designed to enter and display data. You can place fields associated with attributes, static text, and various visual elements on the form. Related Articles Viewing the Template Form List  Operations In the Form List  Creating a Form  Form Designer    Deleting a... Read More

Table of Contents How to Open the Form List Related Articles 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. O... Read More

Table of Contents Available Operations Related Articles Available Operations The form list provides the following operations and buttons. Select — check a box in the first column to select a form. Open — double-click a form row to open the form designer. Create — create a new form. Delete — delete a form (the button ... Read More

Table of Contents Opening the Form Designer Form Designer Elements Form Properties Form Elements Configuring the Form Editing the Form Rules Element Panel Operations Creating an Attribute Editing an Attribute, Button, or Form Creating a Button Cloning a Form Related Articles Opening the Form Designer Use the form designer to configure the... Read More

Table of Contents How to Delete a Form Related Articles How to Delete a Form Open the form list template. Check the box in the first column for the form to be deleted. Click Delete. Selecting the form to delete In the delete confirmation window, click Delete. Confirming form deletion Related Articles Viewing the Template Form List ... Read More