Opening Form Templates - Unity Forms - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Premier - Standard - external - Standard - Premier

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

In order to make any changes to existing forms, you must open the form you want to work on. To access an existing form:

  1. In the Designer tab, click Open. The Open Form Template dialog box is displayed.
  2. Expand the form type category to see the form templates configured within that category.

    The form type categories you can choose from under the Unity Forms category are Document, Workflow, and Agenda Item.

    Note: Only form templates associated with Document Types that you have rights to access will be displayed.
    Note:

    You must be licensed for Image Forms, Agenda Items, or Workflow for their respective categories to be displayed in the Template Name column of the Open Form Template dialog box.

  3. Select the form template you want to access.
  4. Click Open Published Template or click Open Draft Template. depending on what status of the form you want to access. Understanding Available Form Statuses

    Alternately, you can double-click on the form template name to open the form template. If there is a published version of the form template, it is opened. If there is no published version of the form template, the draft version is opened. Upon opening the form template, you can edit it. For more information on editing and republishing, see Editing and Republishing Form Templates

    Note:

    In order to create a new form from the newly published form template, the Client must be restarted.