Create an eForm in a Process

To create an eForm for user input within a process, do the procedure in this topic.

Figure: Form Details screen

Form Details screen
Figure: Choose Form Layout screen

Choose Form Layout screen

Video: Process-Based App

Video: Customer Survey Demo App

Video: Create Your First eForm

Examples

How to Start

  1. In the Application 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.

Procedure

  1. On the Form Details screen, in the Form Name field, enter the name for the eForm.
  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.