Creating Forms - Hyland Automate Modeling - Current - Current - Ready - Content Innovation Cloud - external

Hyland Automate Modeling

Platform
Content Innovation Cloud
Product
Hyland Automate Modeling
Release
Current
License

To create a form:

  1. Sign in to the Modeling Application and open the project you want to work with.
  2. Select how to create the form:
    • Click New > Create > Form.
    • Click the vertical ellipsis button next to the Forms drop-down menu in the left-hand pane, then select Create.

    You can also upload a JSON file with the form. For more instructions, see Uploading Project Elements.

    The Create Form window is displayed.

  3. Enter a name and optional description.
  4. Click Create Form.
The form is created and opened as a new tab.