Using Template

Click Create Form to open the design form.

Click Define Form Header to define the header of the form and do the following:

1. To upload any new image, click Choose File, select the image, and click Upload Image. The selected image is added to the Available Images list; else select the image from the Available Images drop-down list box and click Add Image.
2. Select the header type from Header/Paragraph drop-down list and click Add. Tags for selected header are added to the HTML Area. Type the text between the header tags.
3. To change fonts, click Add Font and select the required font and color.
4. To add a link for File Download/Upload option, click Add File Download/Upload.
5. Click Submit to return to Template screen. 
6. Repeat steps to design other portions (except Form) of the Web Form.
   
   

Click Define Form to define the form and do the following:

1. Type the name of the header in the Variable Header text box.
2. Type the name to be displayed in the HTML page in the Display Name text box.
3. Type the name of the variable that store the value of the Display Name in the Variable Name text box.
4. Select the type of field from the Type drop-down list. The available options are Text Box, Text Area, Check Box, Radio Button, and Select Box.
5. Select the property of the field whether Read Only or Editable from the Property drop-down list.
6. Type the tokenizer (for example, comma) in the Tokenizer text box. This option is used to separate the values and is applicable for Radio Button and Box.
7. Type the possible values separated by the tokenizer character in the Values text box. For example, if you have selected : as a tokenizer, the values will be test : test1: test2.

8. Select the Mandatory check box against the field to define as a mandatory field.

   If the property of the variable is selected as Editable, the variable is exposed in the Process Designer. While creating a Process Flow using this activity, you can further change its value.
   

   If the property of the variable is selected as Read Only, you have to create the variable with the same name in the Process Designer; otherwise, Human Workflow task will give an error.

9. Repeat steps to add more variables.

10. After defining variables for all the required fields, click Submit to return to the Template screen.

    

Once you have created the template, click Submit.