Creating a Document Type - E-Forms - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Premier - external - Standard - Premier - Standard

E-Forms

Platform
OnBase
Product
E-Forms
Release
Foundation 24.1
License
Premier
Standard

Create a Document Type or use an existing Document Type that has a Default File Format of Electronic Form.

Create an appropriate Document Type in the Configuration module.

Note:

E-Forms must have a File Format of Electronic Form (or Virtual Electronic Form).

Associate an HTML form with the Document Type by clicking E-Form from the Document Type configuration dialog box. Choose an HTML form from the drop-down menu, which displays all documents of the SYS HTML Forms Document Type.

Upon completion and submission of an E-Form, the system's default behavior is to ask users if they want to create an additional form of the same type. If you do not wish for this message to be displayed for an E-Form, in the Document Type associated with the form, check the Don't prompt for new form after submit check box. This is particularly useful for organizations that have no need to submit the same form consecutively.

CAUTION:

The Don't prompt for new form after submit setting applies to all revisions of the E-Form.

Note:

See Document Type XML Configuration for more information on configuring a Document Type for use with an XML Cascading Style Sheet.