Creating a Form - Unity Forms - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Premier - external - Standard - Premier - Standard

Unity Forms
Platform
OnBase
Product
Unity Forms
Release
Foundation 24.1
License
Premier
Standard

To create a Unity Form in the Unity client:

  1. Click the Forms button in the Create group on the Home ribbon.
  2. If you want to narrow the forms displayed for selection, in the Find field, enter text that is contained in the name of the form you want to create.
  3. You can sort forms by the Document Type Group they are associated with or not sort them and list them alphabetically by clicking the Group by Document Type Group button to toggle the display.
  4. Click on the form you want to create in the Forms pane. The form selected will be highlighted.
  5. Enter the correct values in the form.
  6. On the Unity Form tab, click Submit. Alternately, you can press Enter to submit a form.

After submitting a form, it is available for retrieval.

Note:

When you create a new form in a revisable Document Type, a new form is created, regardless of whether or not keyword values of the new form match the keyword values of an existing form.