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Generates an AgileForm you define. This form appears as an activity in the participant's Task List. For detailed information regarding AgileForms, see the AgileForms Online Help.
| Field Name | Definition |
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| Edit Form |
Opens the AgileForms form editor, which edits the form. For detailed information about editing forms in AgileForms, see the AgileForms online help. |
| Export Form |
Saves the form as an AgileForms XML form file. |
| Import Form |
Imports an AgileForms XML form file, and replaces the form for this shape with the imported one. All fields from the imported form are added to the form library for the current process. |
| Preview Form |
Opens the AgileForms preview window, where you can preview the form. |
| ReportView |
Default value: False Specifies whether an AgileForms AgileShape will be used in Report View. This property can be set to the following values:
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SaveOptionField |
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SaveOptionText |
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| SubmitStep |
Default value: False This property should be set to 'True' if the Form is used as the Submit step (i.e. the first step where you are creating the list item). If you have set a custom field as required in a SharePoint list, it must
be editable on the Submit step, otherwise SharePoint throws an exception.
If you have set a field to be of type Multiple lines of text, the
field cannot be set as Read Only.
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| Transfer Form |
Transfers a form from one AgileForm AgileShape to another within a process. If you transfer a form to an AgileShape the current form is overwritten with the one that is transferred. |
| Edit Library |
Opens the AgileForms form library editor. Each field you add to an AgileForm is added to the form library for the process. The fields in a form library are available for use for to all forms within a process. |
| Export Library |
Saves the form as an AgileForms XML form library file. |
| Import Library |
Imports an AgileForms XML form library file. If you import a form library, the current form
library will be overwritten with the imported form library. If you want to add
form fields to an existing form library, AgilePoint recommends importing a
form, instead of a form library.
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This AgileWork inherits the properties of the AgileWork AgileShape. For a list of these properties, see AgileWork - Common Setup. Note that only the relevant properties are available in AgilePoint Envision. Unneeded properties are hidden.
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