Copying Upper Forms

To copy Upper Forms from another Business Process:

  1. From the New menu, choose Copy From. The BP Upper Forms window opens, showing a list of upper forms for all the BPs in uDesigner (in both draft and complete mode).
  2. Select the upper form you want to copy from the list and click Copy. The Form Design window opens.
  3. On the General tab, you can change the name of the upper form and add a description for the form.
  4. Specify whether this will be an action form or a read-only view form.
  5. Click the Options tab. Then follow the instructions for the Options tab above.

    Notes:

    • If you copy an upper form that uses a template, the upper form you are starting will be linked to that template, and any changes made to that template will also appear on this upper form. Any data elements that are not compatible with the business process you are designing will be dropped.
    • Also note for RFBs—If you copy an upper form that uses a template from a Requestor form to a Bidder form, the Bidder upper form will also be linked to the template.

Last Published Monday, June 3, 2024