Create a New Task Form

To create a new task form, do the procedure in this topic.

Figure: Form Details screen

Form Details screen

Video: Create Your First App

Video: Process-Based Application

Video: Customer Survey Demo App


How to Start

  1. In the Application Explorer, in the My Applications pane, select an application, and click Show All Files Show All Files icon.
  2. Expand [Application Name] > Processes > [Process Name].
  3. Do one of these:
    • Expand Forms.
      1. Click Task Forms.
      2. In the right pane, click New New icon.
    • In the content pane, double-click Process Model.
      1. Double-click your process.
      2. Click Forms Forms icon
      3. On the eForms screen, in the Task Forms, click Add Add icon.


  1. On the Form Details screen, in the Form Name field, enter the name for your form.
  2. Click Form Layout Form Layout icon.
  3. On Choose Form Layout screen, select Blank Form.