Disabling Specific E-Forms - 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

In some cases you may need to disable an E-Form so users cannot create new E-Forms of a specific type. One of these situations is when you convert an existing E-Form to a Unity Form. Once a Unity Form is configured to replace an E-Form, you would want to disable the E-Form equivalent. To disable an E-Form:

  1. In the Configuration module, select Document | Document Types. The Document Types dialog box displays.
  2. Select the Document Type that is associated with the E-Form you want to disable.
  3. Click E-Form.
  4. Select the Don't allow form creation option. Selecting this option disables all revisions for an E-Form; you do not have to apply this option for each revision.
  5. Click Apply.
  6. Click Close.