User manual

Step 1: Import existing form file
1 Enter a name for the form in the Form name field.
2 Click Browse to navigate to the .xsn file that you want to import.
3 Enter a description of the form in the Description field. This step is
optional.
4 Click the Import button. If the import of the file is successful a
confirmation message is displayed. If your file is not imported successfully
an error message is displayed along with the cause of the error. You
cannot continue through the wizard until you have a successful import.
If your file imports successfully, defaults are populated for all remaining
steps and the Finish button is enabled. You can click the Finish button
at this time and complete the import process provided that you are
satisfied with the defaults. Otherwise, continue with the wizard to edit
the defaults.
5 Click Next to continue.
Step 2: Select workflow
In this step you are selecting the workflows and view that you want to be used
for the form. You can accept the defaults that have been chosen for you, or
make your own selections.
1 Select the workflow that you want to be associated with this form.
2 For each workflow you select click the Advanced button. Choose a view
to be associated with each step. For example, in the Post workflow the
steps Create and View are listed. You can select the view of the form that
users should see for each step. A default view is chosen for each step.
Depending on your business needs, you may not need to take further
action.
3 Click Next when you are finished.
Step 3: Configure form fields
In this step you can change the labels for the fields that are displayed on the
form, specify whether these fields should display in the form log or log report,
and change the order in which they appear on the form log or log report.
Forms Setup | 283