Forms

Prev Next

Forms Configuration options are available from the Case Type Components panel, as shown below:

  • Click the name of a form under the Forms header opens the Form Configuration Settings. Please see the Form Template Configuration section for more information.

  • Click the Edit icon next to a form name will open the form in UI designer to be edited. Please refer to the UI Designer section.

  • Click on the Expand icon next to the Forms header to show three options: New, Import InfoPath Form, and Link Forms. Each is described in the following table.

Action

Description

Image

New

Create a new form for the case type; opens the UI Designer (see the UI Designer section for more information)

Import InfoPath Form

Import an existing InfoPath form

Link Forms

Redirects to a page in which they can link forms to the case type from other case types within the application