Forms

You can find forms in the category where they were created or deployed, and you can see a form’s properties and perform other actions on the form.

Members of the security administrators role can also apply Form Authorization to forms. For more information see Authorization Overview.

The following tasks are exposed on the Form Properties page:

To delete a form, follow the steps below:

Deleting a Form may break applications that rely on the form. Do not delete a form unless you understand the impact of doing so.
  1. Select a form from a category folder and click Delete.
  2. The Delete Form dialog opens. Click OK to confirm.

To move a form, follow the steps below:

  1. Select a form from a category folder and click Move.
  2. The Move Form page opens. Select a destination folder for the form and click OK.
  3. Click OK to confirm.
  4. Refresh the Categories node by right-clicking on the destination folder and click Refresh Menu. Note that the form is now in the new location.

To make a copy of a form in a new location, follow the steps below:

  1. Select a form located in a category and click Copy.
  2. The Copy Form page opens. Specify the form's new name and category for the form, and then click OK.
  3. Click OK to confirm.
  4. Refresh the Categories node by right-clicking on the destination folder and click Refresh Menu. Note that a copy of the form is now the new location.

To design (edit) a form, follow the steps below:

  1. Select a form from a category folder and click Design.
  2. The form opens in the Designer.

To run a form, follow the steps below:

  1. Select a form from a category folder and click Run.
  2. A new browser tab or window opens displaying the form as if you opened it directly using the form URL.

Some forms require you to enter parameter values before the form can run. To run a form with parameters, follow the steps below:

  1. Select a form from a category folder and click Run With Parameters.
  2. On the page that opens, enter values for the parameters of the form, and then click Run. You can instead click the form URL at the bottom of the page to run the form.

You may want to test a form without relying on any previous caching that may have been done on the server for the form. To test a form, follow the steps below:

  1. Select a form from a category folder and click Run Test.
  2. A new browser tab or window opens displaying the form as if you opened it directly using the form's URL.

Form Authorization allows members of the security administrators role to add authorization to forms. This allows you to control which users, group and roles can view, modify, execute, delete, and apply security to forms. For more information see Authorization Overview.

Form Rights Applies to: Allows user/group/role to:
View the Designer Browse to, view, and use the form in the Designer.
Modify the Designer, Management Edit, rename, and move form in the Designer. Move or copy the form in Management.
Execute Runtime Open and run (execute) the form at runtime.
Delete the Designer, Management Delete the form in the Designer and Management.
Security Management Manage the form's security, including setting View, Execute and Security rights.

Follow these steps to add authorization to a form:

  1. Select a form from the Categories node.
  2. On the Security page, add a user or group by clicking Add.
  3. On the Add Users, Groups, And Roles page, search and add a user, group or role. Click OK.

  4. Specify the user, group or role's View, Modify, Execute, Delete, and Security rights. If the form is inheriting rights from the its parent folder, the following rights are available: Allow, Deny and Inherited Allow. If the inheritance is broken the following rights are available: Allow, Deny and None.
  5. Add more users, groups and roles to the Security page if desired. Click Close.
    When specifying users, groups and roles for Form security, the Everyone Role is added during installation, providing all authenticated users, the ability to view and execute the Form. Best practice would be to modify the Everyone Role's view and execute rights to None on the Categories folder, and grant permissions to users, groups and roles according to your organizations requirement on the form.

Follow these steps to edit authorization in a form:

  1. Select a form from the Categories node.
  2. On the Security page, add a new user, group and role or edit existing users and rights.

Follow these steps to remove authorization in a form:

  1. Select a form from the Categories node.
  2. Select a user, group or role from the Security section and click Remove.