Topic 5.2.1: Creating Form

Create, design, preview, and publish a simple form to use with workflows.

Follow the steps to create an employee registration form to enter and submit employee information such as name and type.

To get started with your first form

Creating Form

  1. In the Enterprise Console, click the Menu button, and then click Forms. The Forms page appears.
  2. Click New, and then click Form. The New Form wizard appears.
  3. In the Name box, type Employee Registration, and in the Description box, type Employee & registration information.
  4. Click Save & Continue. The Employee Registration form is created, and the Form Options wizard appears.

Designing Form

Employee Registration Form on Forms Designer Canvas

  1. Click Design this form.
  2. Click Finish. The Forms Designer page appears.
  3. Drag Text control from the toolbox to the canvas. The Text control appears on the canvas.
  4. Point to the Text control on the canvas, click Textinput1, and then type Employee Name.
  5. Drag Radio Button control from the toolbox to the canvas. The Radio Button control appears on the canvas.
  6. Point to the Radio Button control on the canvas, click Radiobuttongroup1, and then type Employee Type.
  7. Point to the Radio Button control on the canvas. The Shortcut menu appears.
  8. Click the Properties button. The Properties dialog box appears.
  9. Under Options, Click Add Record. A new record appears.
  10. In the Text box, type Contract, and in the Value box, type 1.
  11. Again, under Options, Click Add Record. A new record appears.
  12. In the Text box, type Permanent, and in the Value box, type 2.
  13. Click Apply. The properties are saved and the Properties dialog box is closed.

Publishing Form

  1. On the action bar, click Publish. The form is published and an information message appears.
  2. Click OK. The information message is closed.

Closing Forms Designer

Click the Close button. The Forms Designer page is closed

Last modified: Thursday, 7 May 2020, 4:13 PM