Publishing 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 a form available in the Client for data entry, the form template must be published. Multiple form templates can be associated with a single Document Type. To publish a form template:

  1. Once the form is configured appropriately, in the Designer ribbon, click Publish. A message stating You are about to Publish the current form. Publishing a form saves the template into the repository and makes it available to users filling out forms. Newly created forms of this type will use the most recently published template. Are you sure that you would like to Publish the form?
  2. Enter a Comment about what changed in the template. Comments cannot be edited after publishing. There is a maximum of 250 characters allowed in this field.
  3. Click Publish to continue with the publishing of the form. Click Cancel to abort publishing.
  4. Upon clicking Publish, a status bar is displayed. When the status bar disappears, the form is published. In order to access a newly published form, the Client must be restarted.
    Note:

    If you have not published a form template, a message stating You have not saved changes made to this form. Would you like to discard all changes? is displayed when you navigate away from the form template in the Designer. Click OK to discard changes. Click Cancel to return to the form template and publish the form template.