An existing form template can be copied and used as the base for a new form template.
You cannot change the theme of the form template that is created from the original form template. The theme of the original form template is used as the theme for the copied form template.
To copy a form template:
- Open the form template that you want to copy.
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Click Copy in the Template ribbon group. The Copy Form Template dialog box is displayed.
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From the Form Target drop-down list, select the type of
object that is created when an end user submits a form of this form template
type.
Note:
If you are not licensed for Workflow, the Form Target drop-down list is not displayed and the Form Target is set to Document.
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Select Document to configure the form template to create forms as documents.
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Select Workflow to configure the form template to create forms as Workflow objects.
Note the following limitations related to this action:
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To be able to configure Workflow form templates, you must be licensed for Workflow.
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You must have either the All Life Cycles or Assigned Life Cycles Workflow Configuration User Group configuration right. For more information, see the System Administration module reference guide.
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Workflow forms can only be configured within the Create HTML Form (Unity Form) Workflow action in OnBase Studio. For more information, see the OnBase Studio module reference guide.
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Edit the name of the form template in the Template Name field to reflect the name of the new form template. The default Template Name is the name of the form that you copied with the suffix - Copy.
Note:
This field is limited to 80 characters of user input.
- Select a Document Type Group from the Filter by Document Type Group drop-down list to narrow the Document Types available for selection.
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Select the Document Type from the Target
Document Type drop-down list. This is the Document Type forms created from the form template are archived under.
Note:
If you change the Document Type, the Keyword Types and Multi-Instance Keyword Type Groups that were assigned to the original form template may not be assigned to the copied form template. For more information, see Considerations for System Property and Field Source Conversions .
- Select Remove Unsupported Configuration to automatically remove controls copied from the original form template that are not supported on this form template. Controls that are children of the unsupported control as well as references to the unsupported control will be removed.
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Correct any warnings that are displayed in the Warnings section of the Copy Form Template dialog box before copying the form template.
To copy the warning text to the clipboard, click the Copy to Clipboard icon in the bottom-right corner of the dialog box.
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Click OK. The original form template is copied to a new form template with the configured changes.
Note:
Form visibility settings are not copied from the original template to the newly created template and the Display for creation for all user groups option is reset. To change the visibility settings of a form template, see Setting Form Visibility .