About policy wizards
IBM FileNet Workplace XT
From the Tools menu, you can access Advanced Tools > Form Policies to create and modify form policies.
Workplace
If you have access to Advanced Tools on the Author page, you can use the Add Form Policy option to create and modify form policies.
Before you begin
Before you create a form policy, ensure the necessary policy components are available in Workplace. For an overview of the policy creation process and a summary of the prerequisites, please see How Filenet P8 eForms Integrates with Workplace.
Workflow policy wizard
The Workflow Policy Wizard steps you through the process of creating a workflow policy. As part of the process, you can map ITX form template fields to the step data fields in a workflow designed for use with a form-based step processor (Form Launch HTML and Form HTML). As with document policies, you can map form fields to document class properties. For each step that uses the form-based step processor, a form template and its respective field and property mappings can be specified.
For instructions on creating a workflow policy, see Create a Workflow Policy.
For more information on mapping form fields, see Field Mapping Overview.
Document policy wizard
The Document Policy Wizard steps you through the process of creating document policies. During the creation process, you can map form fields to document class properties.
For instructions on creating a document policy, see Create a Document Policy.
For more information on mapping form fields, see Field Mapping Overview.
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