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 Clicking the form name or selecting Edit icon from the Action Menu on the Forms and Workflows Home page opens the form in the Forms Designer. The Properties Navigator panel displays in the lower-left portion of the Form Designer. This panel shows information about important properties setup for the form. Not all of the configured properties are shown in this view. Open the Form Properties wizard by: - Clicking inside a section or clicking on the Edit Form Properties icon in a section of the Properties Navigator. This immediately displays the property tab for editing.
- Clicking the Edit Form Properties icon in the Forms Designer toolbar
The Properties Tabs work the same way whether you open them from the Navigator or from the Forms Designer toolbar. Here is what you need to know: - If you are working on several tabs at one time, you can navigate to other tabs and make changes there. Use the left and right arrows at the top of the screen to display additional tabs. You must click the Submit button when you are finished configuring Step Properties to save your changes. Remember to save the workflow.
- will validate the Property Settings when you click Submit. If a property value is invalid, the tab(s) will not close and a message will display telling the designer that there are corrections to be made before saving. The screen will stay on the current tab if there is a validation error. Otherwise, another invalid tab will be auto selected (starting from left to right) if another tab needs attention. Tab labels with invalid entries display in red.
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- Clicking on the Cancel button closes the tab(s). You will be asked to confirm if any changes were made.
- Hover over any field on the Properties tabs to see a helpful hint providing information about the property. Some fields contain instructions to guide you.
- Clicking on the down arrow for a property shows an unfiltered list of choices applicable to that property. For some properties, you may see templatized controls from your workflow and workflow/special templates provided in .
- In some cases, you can type ahead to narrow down the list. Use the up/down arrows, the Enter key or click an option with your mouse to select an option. Use the Backspace, Delete or click the x on a selected property to delete it.
- Typing a opening curly brace into some fields, followed by the name of a control, show a list of the fields in your workflow that match the entered text and will be added to the field as a control template.
- On some tabs, you may have to slide the toggle to the right to turn on a feature.
Each form setting property is described below. |
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This is the name you see on the Forms home page where your forms are listed. We recommend changing the name to make it more meaningful than the arbitrary name assigned when you create it, but keep in mind it is a working name only, so users will not see it. Form names longer than 60 255 characters will be truncated. It is recommended that you name your form/workflows using characters that are suitable for filenames. Following the POSIX filename standard (A–Z a–z 0–9 . _ - ) will ensure it works. Click thepencil icon above the Properties Navigator to edit the name then click the checkmark to save or the cancel icon to discard your changes. You can also change the name on the 816783772 tab.
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If this checkbox is unchecked, tasks for the form will not appear in Tasks history searches. If you want them to appear, make sure this box is checked. Checking or Un-checking it affects all tasks including ones that were created prior to the action.
Accessible
Live Forms can be used to build accessible forms/workflows that meet Section 508 and WCAG 2.0 accessibility standards. Check the Accessible property to turn on this feature. Refer to this documentation for the details.
Show Logo
This property is checked by default and causes the “powered by ” logo to appear on your form. Uncheck the checkbox to remove the logo from your form.
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You can access the Messages tab in three ways:
- Click the Image Modified Edit Form Properties icon on the Forms Designer toolbar. This will launch the Forms Properties wizard. Click the Messages tab.
- Click anywhere in the Messages section in the Properties Navigator. This takes you directly to the Messages tab.
- Click the Image Modified inside the Messages section in the Properties Navigator. This takes you directly to the Messages tab.
Enter your customized text for each message in the appropriate field.
- Clicking on the down arrow shows a list of templatized fields from your form that you can use in the Task Information message.
- Type the opening curly brace - {- followed by the control name to enter a field from your workflow as a template. Selecting an option enters the control name into the field with the closing curly brace
- Click the Submit button to save the changes or navigate to another tab.
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