To create a new form:
- Select New Form from the menu in the upper left-hand corner.
- This displays the Forms panel, which lists the forms that are available to you. The list of forms displayed are both E-Forms and Unity Forms in the system.
- Select the Unity Form that you want to complete and submit. The form displays.
- Complete the form.
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When you have finished filling out the form, submit the form.
CAUTION:
In some cases, if a user modifies a Unity Form and navigates away from it before saving, the user is not prompted to save the changes, and the changes are not saved. Always click a submit button to ensure that changes are saved.
A message stating The form is being saved. is displayed. When the form is successfully transmitted, the system asks Would you like to complete another form?
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To complete another form of the same type, click OK. Click Cancel if you are finished completing forms of this type.
Note:
Date formats follow the workstation's system locale.
Note:When you create a new form in a revisable Document Type, a new form is created, regardless of whether or not keyword values of the new form match the keyword values of an existing form.
Tip:You can cut (Ctrl + x), copy (Ctrl + c), and paste (Ctrl + v) text to and from form fields.