Updating an Upper Form Using a Template

After a template has been used in the design, you can change that template and push those changes to any upper form that is linked to the template.

To push template changes to upper forms:

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, click uDesigner > Business Processes.
  3. Open the business process with the upper form(s) you want to update and go to Templates > Upper Forms in the Navigator.
  4. On the right pane, select the name of the template you want to use to update the form(s).
  5. Click the Update Forms button. uDesigner will ask you to confirm the update. Click Yes.

    uDesigner updates all upper forms in the business process that are linked to this template. Here is what the template will update:

    • Any block label name, width, or position change
    • Show or hide setting for the block border or label
    • Blocks added to the template will be added at the end of the form
    • Field positions, to reflect a change in the template (however, field settings, such as editable or read-only, will not be updated)
    • Fields added to the template will be added to the form and will reflect the editable, required, or read-only settings from the template.

      Note: This is an "all or nothing" operation. If uDesigner finds any errors, it will not update any of the upper forms. For example, if the template does not exist in an upper form, or if you have added a field to the template that already exists on the form, the update will fail and uDesigner will display a window listing the errors.


Last Published Monday, June 3, 2024