About Accessing a Custom Form

You can access a custom form for an activity in the Activities application. The custom form must be embedded in an external URL.

You must configure Plant Applications Administrator to enable the use of custom forms for the display associated with the autolog sheet. For more information, refer to the Proficy Plant Applications Help.

To access the custom form and complete the associated activity, in the Activities page, select Perform for a new activity or In Progress for an ongoing activity. For more information, refer to the Complete an Activity topic.

Depending on the Plant Application Administrator configurations for the display associated with the autolog sheet, you can access a custom form in the following UI areas:
  • As a page: The URL of the custom form opens in a separate page.
  • Embedded within the window displaying the autolog sheet: The custom form appears in an embedded pane in the window displaying the autolog sheet.
    Note: To view the custom form, in the window displaying the autolog sheet, select .
  • As a replacement of the window displaying the autolog sheet: The custom form replaces the window displaying autolog sheet.