User Forms - Workflow - English - Foundation 22.1 - OnBase - Premier - external - Standard - Premier - Standard

Workflow
Platform
OnBase
Product
Workflow
Release
Foundation 22.1
License
Premier
Standard
Note:

User forms are created in the same manner as E-Forms. For more information about creating a user form, see the E-Forms documentation.

Note:

Unity Forms configured as Workflow form types can also be used as user forms when used with the Display HTML (Unity Form) action. For more information about creating a Unity Form for use as a user form, see the Unity Forms documentation.

To configure a user form:

  1. In the Workflow ribbon within the Workflow ribbon group, click User Forms. The User Forms dialog is displayed.
  2. Select the appropriate Repository from the drop-down list.
  3. Select the appropriate Life Cycle from the drop-down list.
  4. Click Add. The Properties dialog box is displayed.
  5. Enter the Name of the form in the field.
  6. If you want to add the user form from an external file, select File Path or URL and type the file path in the Location field or click Browse, select the file and click Open.
    Tip:

    Use UNC paths to the file because drives are not always mapped to the same letter on workstations throughout a network.

    Note:

    If you are using Distributed Disk Services, see the Distributed Disk Services documentation for more information about constructing appropriate paths.

  7. If you want to use an existing SYS HTML Form template, select Document and select the desired template from the drop-down list.
    Note:

    Date entry format uses the Windows regional settings.

  8. Click OK.
  9. Click Close on the User Forms dialog box once the location to the form has been saved.

In the User Forms dialog box, you can locate a specific, existing user form by entering text that will identify the user form in the Find field. The user forms displayed will be narrowed down to the user forms that contain the characters entered.

You can modify an existing user form by selecting it and clicking Modify.