Updating Form Instances - 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

You can update the revision of a form template that forms are using for display. Before updating form instances, ensure that the template is not locked. A locked template is opened as read-only.

In addition, any form document that is locked cannot be updated with a form instance update.

CAUTION:

It is recommended that you backup your database in the event you need to roll back your updates. It is also recommended that updates be run at off hours for optimal performance.

To access the Form Instance Update functionality:

  1. In the Designer tab, click Open. The Open Form Template dialog box is displayed
  2. Click on the double arrows above Advanced on the right side of the Open Form Template dialog box. The Open Form Template dialog box is expanded to the right to display the Advanced tab.
  3. Select the Actions tab.
  4. Select Form Instance Update. The Form Instance Update wizard is displayed.
  5. Click Continue.
  6. From the Form Instance Update wizard, you can perform the following actions: