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Depending on the option chosen while creating a web form, you can access the form from one of the following - Partners, Transactions, Dashboard, My tab, and Web Page.

You can also use a web form as a link or to transfer data while creating a Template/Transaction.

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Accessing a Web Form

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Depending on the chosen navigation , access while creating a Web Form, you can go to the tab and use access the web formWeb Form. For instance, if you have selected Partner as a Navigation tab, click the Partner tab, and select then click the web form from the left menu options. The form will appear on the right side of the screen.

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If you have selected My Tab as a Navigation tab then you will find a new tab - My Solutions before the Partners tab. Click the My Solutions tab and then click the web form name from the left menu options.

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Using a Web Form in a Template/Transaction

You can use a web form while creating a Template if the web form is created for Template/Transaction Navigation Type. To use a web form Following are the high-level steps to create a Template using Web Form. Click here for detailed instructions on how to create a Template.

To use a Web Form in a Template:

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1. Click Configure > Templates > Create Template.
2. On the Create New Template screen, provide the name and description of the Template. The name should be a unique name and can be up to 48 characters long. The description of the Template can be up to 300 characters long.

3. Click Continue.

4. Select the Network for which you are creating the Template. To select multiple Networks from the drop-down list, click on the networks one by one. Only the Partners of the selected Network(s) will be able to access this Template.

5. Click Next to choose the template type.
6. Select File & Message from the template type, Inbound from the direction, and click Next.
   
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7. Click Next to configure the template settings.
8. Click Next to define the additional parameters for the Partners.
9. Click Add Parameter to define the parameters. The Partner who will use this Template to create a Transaction will define the values of these specified parameters that will be stored in the context of the process flow. 
10. Click Next to select the Source application.
11. Select Web Form as a Source application and click Next.
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12. Select the source data format and click Next.
13. Select On Form Submit as a trigger and click Next. 
    
    
    
    
14. Select the web form and click Next. Only published activated and Template/Transaction type web forms Web Forms will be displayed herepopulated.
    
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15. Select the destination application.
16. Follow the steps and create a Template.
17. Activate the Template.
18. Create a transaction using this template.
    After you have created a Transaction, click Image Removed>
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19. Select On Form Submit as a trigger while creating a Transaction.
    
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20. Activate the Transaction.
21. Click Image Added corresponding to the Transaction and click Run Now.
    
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22. The web form appears. Fill the details of on the form and then click Submit. 
    

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   The data of the form will be transferred to the Destination application selected in a Template.