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Version: Cloud

Creating a form

Follow these steps to create a form:

  1. In the selected Data Object, go to the Form field.

  2. In the Name field, type a name for the form.

  3. In the Description field, type a description to distinguish the form.

  4. In the Owner field, select the data object type or, in the case of activity forms, the process template which the form is related to.

  5. Use the Oninit event handler to select, add or edit JavaScript code that will run when the form is initiated.

  6. Use the Onsubmit event handler to select, add or edit JavaScript code that will run when the form is submitted.

  7. The system automatically adds a button to the form for each outgoing transition (only applies to Activity forms). In the Displayed buttons option, select the checkbox for the additional button(s) you want on the form.

  8. Select the Display reference panel checkbox if you want a reference panel to be displayed at the bottom of the form, in order to be able to reference other data objects or upload files.

  9. Select the Display toolbar, if you want to display the Page Menu.

Editing a form​

When you select the form and click Edit button, you can see the following buttons in the toolbar:

  • Design Form - to work with the form in the Design of dialog box.

  • Script Files - in the Add Script Files dialog box, add the script file link(s). The path names can be either relative to the location of the application (jsinc/somescript) or absolute (http://someserver.com/somescript.js).

info

To create a copy of the form, go to Setup > Administration > User Interface > Forms and select Copy from the ellipsis menu for the chosen Form.

Design Form​

Editing fields​

In the Design Form dialog box, you edit the fields displayed on a form, and the sections and order of displayed fields.

Click:

  • New section to add a new section to the form.

  • Add existing property to add a property already created for the Data Object Type.

  • New Property to create a new property for the Data Object Type.

  • Preview to preview the form.

In the section's or field's dropdown, you can:

  • Edit to open the Form Section dialog box.
  • Move to move the field to another section.
  • Edit property to open the Property detail dialog box. You can then edit the property.
  • Remove to remove the field from the form.