Create Unity Form - Application Builder - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Application Builder
Platform
OnBase
Product
Application Builder
Release
Foundation 23.1
License
Standard
Essential
Premier

This action allows the user to create a new instance of a configured Unity Form.

To create a new action:

  1. In the Repositories pane, select a screen or a card for which you want to create an action. Right-click it and select New > Action.
    The Create Action wizard is displayed.
  2. Enter the label in the Label field. The System Namefield is automatically populated with the phrase entered into the Label field. It is used to name the action in the Repositories pane.
    A screen with selection of types of actions is displayed.
  3. Select the Create Unity Form action.
    The Create Action screen is displayed.
  4. Select the form from the Unity Form drop-down list.
    Note:

    Remember that the user must have creation rights for the Unity Form to be created.

    Note:

    Only Unity Forms can be created using this action. The following form types are excluded: Image Forms, Unity Forms - Agenda, Unity Forms - Workflow.

  5. Click Next. A Summary screen is displayed.
  6. If you are satisfied with your action, click Finish.