You can create a new form template by selecting a base layout and then selecting the
form settings.
Procedure
-
From the Config
Tool home page, open the Area
view task.
-
Click Add an entity and select
Form.
-
Select the form from the entity browser, and click the Identity
tab.
-
In the Name field, enter a name for the form and click
Apply.
-
Click the Form tab, then click the
Settings button.
-
In the Form settings dialog box, do the following:
- Select the options that you want to apply to the form:
- Mandatory
- When this option is selected, the operator must fill in all of the fields in
order to submit the form.
- Archive automatically
- When this option is selected, form templates are automatically archived.
- Enable manual archiving
- When this option is selected, the operator can manually archive the form
template.
- From the Layout list, apply the base layout that you want the
form to use.
- Click Save.