Sharing 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

You can use Unity Forms in external web sites to allow form creation and submission external to the OnBase system. Published form templates can be shared to an external site.

Note:

Workflow forms are not supported in the Shared Forms feature.

To share a form template:

  1. Open a published form template.
  2. Click Share Form. The Share Form dialog box is displayed.
  3. Select the appropriate options for your form. See Shared Form Options for more information.
  4. Click Copy to Clipboard next to the Result field.
  5. Paste the generated text in the appropriate place in relation to the external web site. You can use a generated URL to open the form directly or you can use the code generated to embed the form into a web site page, depending on the options you selected.
    Note:

    In order for shared forms to load properly, first-party cookies must be accepted on the client workstation. This is configured in the workstation's Internet Options. In addition, when using Firefox, Chrome, or Safari, shared forms cannot be accessed when private browsing mode is being used.

    Note:

    A Web Server must be installed to use shared forms. This does not require a Web Server license, however.

    Note:

    The Share Form button is disabled when working in a draft of a form.