Create an eForm in a Process

Video: Process-Based Application

Video: Customer Survey Demo App

Video: Create Your First eForm

Examples

• (Example) Create and Run a Process-Based Application
• (Example) Start an Absence Request Process with an eForm
• Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.

How to Start

1. In the Application Explorer, in the My Applications pane, select an application, and click Show All Files .
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 .
   • In the content pane, double-click Process Model.
     1. Double-click your process.
     2. Click Forms
     3. On the eForms screen, in the Task Forms, click Add .

Procedure

1. On the Form Details screen, in the Form Name field, enter the name for your form.
2. (Optional) In the Description field, enter more than one line of text description for your form.
3. Click Next.
4. On the Choose Form Layout screen, do one of these:
   • To create a blank form, do this procedure.
     1. Select Blank Form.
   • To create a form with the form that exists, do this procedure.
     1. Select Existing Form.