The form policy wizard is a point-and-click interface that allows you
to create form policy documents. A form policy is an object store
document that describes how a particular form is to be used. There
are two types of form policies: one for document forms and one for
workflow forms. It is the form policy document that a user clicks
to create a form.
The form policy wizard requires no coding and allows you to specify
many form behaviors including:
- Which form template to display.
- The entry template used to store the form data in the object store.
- The mapping of form data to document properties.
- Simple customization of the form window's interface to add
HTML banners and sidebars.
In addition, for workflow policies you can specify:
- Whether the form is the primary content of a step, displayed directly
in the step processor user interface.
- Which pages of the form are to be displayed at a particular step.
- Which form data fields are mapped to exchange information with
workflow data fields. Mapping form data allows the workflow to make decisions based upon
the state of data entered into a form.
The image that follows shows the outline of a simple workflow with
a single form attached to every step as the primary content.
