Create a simple web form with generic text fields

You can use the Designer to create basic HTML forms with generic, read-only text fields that you can use to add headings or titles to you forms.

About this task

Note: You can create HTML forms for use only in the Workflow client Task List and in the Mobile Task List.

Procedure

  1. In the navigator, click Global Displays.
  2. From the Forms folder, add a new form, or select a form from the Forms list.
  3. In the Displays panel, click Display Editor.
  4. On the Overview tab, select Use the Designer tab to create a simple web form.
  5. Click Save.
  6. Click the Designer tab.
  7. In the Form Fields section, click the Text form control to add the field to your form.
    You can add multiple text fields, as well as other form controls. Each text control is labelled and numbered in the Name field in sequence; for example, Text1, Text2, and so on.
    The Layout area displays the basic configuration for your form.
  8. Optional: To move fields around the Layout area, select the field to drag and drop it to a different location within the panel.
  9. Optional: To delete a field, select it, and then click Delete.
  10. In the Properties section, you can configure the form fields.
    1. In the Name field, enter a unique identifier by modifying the existing text.
      Note: You can view the name of the field property when you add a Form activity to a workflow in the Workflow Editor. You can then bind a value to this property.
    2. In the Text field, enter content that is displayed to the operator and provides more information about the form.
    3. In the Size field, from the drop-down list, select a text size.
      • Normal
      • Small
      • Medium
      • Large
    4. In the Alignment field, from the drop-down list, select an alignment value.
      • Left
      • Center
      • Right
  11. Click Save.