Form Configuration

Form definitions are configured via a tabbed interface, like all other Process Director objects. Each interface tab enables you to configure different properties. You can view the documentation for each of the configuration tabs by using the Table of Contents displayed on the upper right corner of the page, or the links below.

Properties: General Form definition properties.

Edit: Opens the editor for the form's visual template, the Online Form Designer.

Form Controls: Enables you to set individual properties for each field on the form.

Custom Task Event Mapping: Enables you to map Custom Tasks to run on specified form events.

Validation Rules: Enables you to add custom validation to the form.

Set Form Data: Enables you to set the value of Form fields automatically, based on events or conditions you specify.

Fill Dropdowns: Enables you to automatically set the options available in a dropdown control.

Other Tabs: Documentation for the Form Data SQL View, History, Meta Data, Versions, and Permissions tabs.