Creating E-Forms in the Client - E-Forms - English - Foundation 22.1 - OnBase - Premier - external - Standard - Premier - Standard

E-Forms

Platform
OnBase
Product
E-Forms
Release
Foundation 22.1
License
Premier
Standard

Once a form has been designed and imported into OnBase by a system administrator, you can use the following procedure to create a form in the Client:

  1. Open the New Form Document dialog box by performing one of the following actions:
    1. Click the Create New Form Toolbar Button.
    2. Select File | New | Forms. The new Form Document is displayed.
    3. Press Ctrl + e on the keyboard.
  2. Select the desired form and click Create or double-click on the form. If you used the Create New Form button, it may have been configured to automatically select the correct E-Form. A blank E-Form is displayed.

    The following limitations apply when working with Keywords in E-Forms:

    • If the Document Type for the E-Form has Default Keyword Values configured for any Keyword Types, those values are filled automatically upon form creation.

    • If your E-Form is configured to use an AutoFill Keyword Set to automatically populate Keyword Values, only one instance of the AutoFill Keyword Set can be associated with the E-Form.

    • If the E-form has been configured using encrypted keywords, depending on your user rights, you may not be able to save values for the encrypted keywords. For more information, contact your System Administrator

  3. Fill in the field entries on the form and click on the button that indicates the form is to be saved into the system (for example, Submit or Save).
  4. The prompt Would you like to create another new document? is displayed. Select Yes to create a new form or No to return to the Client module.
  5. To access the new form, select the E-Form's Document Type Group and Document Type and click Find. Double-click on the form from the Document Search Results list. The system administrator determines the appropriate viewing rights to the Document Types.
    Note:

    Date formats follow the system locale of the workstation.