What forms look like

The electronic forms you use in Workplace may look like paper forms, but they can have a variety of automated features. For example, when you select an item from a list of products, a description of the item and its unit cost can be filled in for you. Or forms such as invoices and purchase orders can be automatically assigned a unique number for identification purposes. These features are configured for you by the form's author.

In some cases, when you open a form, information is already filled out for you. For example, your company's website could contain a button that links to a form. When the form opens, personal information such as your employee number, name, and address could appear on the form.

Form appearance

The following graphic shows some of the automated features you may see on your forms.

Forms may also appear with some of the following features:

The following graphic shows a form at a step in a workflow that has been configured to display with regions.

Form Toolbar

Forms display with a button toolbar. Because form authors can customize this toolbar, you may see the toolbar at the top or bottom of the form, or in both locations. Form authors can also control which buttons display on the toolbar. You may see some or all of the following buttons on the toolbar.

NOTE  If a form displays with the PDF and Exit buttons only, it has opened in a read-only state. This occurs if you click a form template that has no document policy or workflow policy associated with it. See Open forms for more information.

Forms that are assigned to steps of a workflow appear with additional buttons on the toolbar. For more information, see Workflow based form operations.



Feedback

© Copyright IBM Corporation 2013.
This information center is powered by Eclipse technology. (http://www.eclipse.org)