Creating an Agenda Item Form Template - Agenda - English - Foundation 22.1 - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential - OnBase/Agenda/English/Foundation-22.1/Agenda/Configuration/Configuring-Agenda-Items/Configuring-Agenda-Item-Types/Configuring-Agenda-Item-Forms/Creating-an-Agenda-Item-Form-Template - 2022-08-18

Agenda
Platform
OnBase
Product
Agenda
Release
Foundation 22.1
License
Premier
Standard
Essential

To create an agenda item form template:

  1. From the Agenda Administration window, select an agenda item type from the Agenda Item Types pane.
  2. On the Administration tab, click Additional Actions | Create Form to create a form that will be displayed when creating a new agenda item of the selected type.

    An agenda item form template displays. By default, this template contains fields for agenda item title and number.

  3. Follow the instructions in the Unity Forms module reference guide to configure the template. When working with Agenda forms in Unity, note the following:

    • The following features described in the Unity Forms module reference guide are not supported when configuring an agenda item form template: Nested Tables, Text Box, Multiline Text Box, Check Box, Select List, Repeating Section, Table, Signature, Drawing, XML-backed Radio Buttons, Running Unity Scripts via Custom Actions on an Agenda Item.

    • Calculated Fields are not supported for use with Workflow.

    • When working with an entity backed form in Agenda, the Delete, Copy and Save Draft buttons are hidden.

    • Spell check can be enabled in Form Properties, and is supported only in an agenda item form template.

    Tip:

    Although you cannot add Text Box, Multiline Text Box, Check Box, or Select List fields directly from the Unity Form Toolbox, you can add these fields to an Agenda Item field through the Control Type drop-down list.

    Note:

    It is considered a best practice to retain the unique ID displayed in the ID field, as each field should have a unique ID. Unexpected behavior may occur if two fields share the same ID.

  4. Click the red X in the upper right corner of the Submit button field to remove this field from the agenda item form template. The Submit button is not supported for use with the Agenda module.
  5. When you have finished configuring the template, publish the template.