Related Topics
The Form object is the primary means by which users submit information to the system. Process Director Forms are web-based, electronic forms that can be designed online, published and made available to end users. Users fill out and submit Forms online from within their browser. In most cases, submitting a Form automatically starts a Process Timeline that models a process to determine how the form should be routed to different participants during the process. The Form serves as the primary storage object for all of the data that the process requires, and is usually displayed to all participants in the process, both to provide information for decision-making, and to record changes or additional data the process may require as it proceeds.
Forms are primarily created using the Online Form Designer. Additionally , ASP.Net forms can be developed using a development tool like Visual Studio. A Visual Studio plugin is available for using Visual Studio to create forms as ASCX custom controls, with the appropriate license option.
The Word Form Builder has reached the end of its life cycle. The BP Logix plug-in for Microsoft Word uses Microsoft's ActiveX technology, which Microsoft deprecated in 2015 with the release of the Microsoft Edge browser. With Internet Explorer's end of life on 15 June 2022, support for both Internet Explorer and ActiveX technology from Microsoft has ended. BP Logix STRONGLY recommends that ALL new forms be created with the Online Form Designer, and that customers convert existing Word forms to the OFD format using the conversion tool provided on the Edit tab of the form definition.
Each Form definition contains not only the properties that govern its operation, but the design template that defines how the form will appear to end users. Forms enable you to show or hide different parts of a form at different times, implement validation rules, display data from external sources, and perform many other operations. As such, the Form definition is the most complex Process Director object.
To view the documentation about the Form definition, you can use the Table of Contents displayed on the upper right corner of the page, or use one of the links below.
Managing Forms: General information about creating and managing Form definitions in the Content List, and other general features available in Forms.
Configuring Forms: Detailed descriptions of the configuration tabs and properties available when configuring a Form definition.
Online Form Designer: The design system used to specify the visual appearance of Forms, and the Form controls available for use.
Email Templates: Using Forms to build customized email message templates to use in notifications.
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