Using a Web Form

To create a web form:

1. Click Configure > Web Forms > Create Web Form.
   
   
   
   
2. On the Create Web Form window, provide a unique web form name and description.
   
   
   
   
3. Select the type from the Form Type - Form or Wizard.
4. Click to design the form. On clicking, the Web Form opens in a new tab.
   
   
   
   The screen is divided into two panes. The left pane displays a palette of controls and their properties. The right pane displays a blank form. You can create a form by dragging the controls from the left pane and dropping them in the right pane. Rearrange all the controls and design a form. You can edit and customize the control by editing its properties displayed in the Properties section in the left pane. Click here to know more about creating a form. 
   
   A sample Rich Form
   
   
   
   
5. In the Define Navigation, select the type in which you want the form to appear - Web Page or Transaction/Template.
   If you select Web Page then you need to select where you want the page to appear - Partner, Transaction, Dashboard, My Tab, and Web page.

   1. Select where you want the page from the Navigation Path. Depending upon the chosen navigation the web page will appear as a link on the selected screen.  

      Navigation Path	Description
      Partner	Adds a web page as a link in the Partners tab.
      Transaction	Adds a web page as a link in the Transaction tab.
      Dashboard	Adds a web page as a link in the Dashboard tab.
      My Tab	Creates a new tab before the Partners tab.
      Web Page

   2. Type the name that you want to appear as a link name in the selected Navigation Path. For instance, if you have selected Partner in the Navigation Path and Employee as a Link Name then Employee will be displayed as a web form link in the Partner tab. 
      
      
   If you select Template/Transaction then you can use this web form while creating a Template or Transaction.
6. Click Save.
   This creates your Web Form and is listed on the Web Form screen.
7. Publish the web form by clicking > Publish.
   
   
   Your web form is now published. Depending on the chosen navigation you can now access the web form.