Here is an overview of the steps involved in designing a form:
Note: It’s a good idea to have a draft of each form at hand; this will make creating the form easier.
- Designing Upper Forms.
- Name the form.
- Specify what the user can do with this form.
- Add content to the form (blocks and data fields).
- Include formulas for appropriate fields.
- Auto-populate fields, if appropriate.
- Add linked elements from shell attribute forms, single record BPs or activity sheet.
- Designing Detail Form, if appropriate. Include optional features:
- Adding an Item Log to a Detail Form
- The information entered into this list appears at the bottom of a form.
- Starting Detail Forms for Multiple Tabs
- These tabs are an effective way to organize business data into separate line item lists.
- Adding a Text Entry Area to a Form (for a Text business process)
- The information entered into this form, such as meeting minutes, appears at the bottom of the form.
- Adding a Response List to a Text Business Process (for a Text business process)
- The information entered onto this list, such as text comments or file attachments, appears at the bottom of the form
- Selecting Fields for an Email Notification
- Select fields to include on email notifications to employees who are out of the office regarding workflow tasks.
- Selecting Fields for Unifier on Mobile Devices
- Select fields to include on mobile devices for users who are working out of the office.
- Auto-Creating a Record or Line Item from a Form
- Automatically create a new record or line item based on a condition, such as a dollar amount; a frequency, such as a daily or weekly time frame; or both a condition and a frequency.
- Adding a Reference Process to Auto-Populate Data for any form that uses a BP picker or line item picker.
- Reference processes populate the fields on the picker.
- Other features, such as maps, Validating Field Values, Adding Formulas to Fields, Updating Records Using Reverse Auto-Population, and Auto-Populating Fields linking fields from Shell Attribute forms, or single record Business Processes.