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 App

Video: Customer Survey Demo App


How to Start

  1. In the App Explorer, in the My Apps pane, select an app, and click Show All Files Show All Files icon.
  2. Expand [App 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.