Create a simple web form with text boxes

You can use the Designer to create basic HTML forms with text boxes.

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 Box 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, TextBox1, TextBox2, 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 Label field, enter descriptive text on the form control that is displayed to the operator.
    3. In the Type drop-down list, select one of the following options.
      • Text, and then go to step 11.
      • Number, and then go to step 12.
      • Password, and then go to step 13.
      • Hidden, and then go to step 14.
  11. To allow an operator to enter text only into the text box, configure the related properties.
    1. From the Required drop-down list, select one of the following options:
      • True, to ensure the operator enters a value in the form. If no value is entered, the form cannot be submitted.
      • False, to give the operator the option to enter a value in the form. If no value is entered, there is no effect on form submission.
    2. Optional: In the Value field, enter predefined text in the field for the operator to view.
    3. Optional: In the Maximum Characters field, enter a whole number to indicate the number of character space available to operators during run time in the related field.
  12. To allow an operator to enter numbers only into the text box, configure the related properties.
    1. From the Required drop-down list, select one of the following options:
      • True, to ensure the operator enters a value in the form. If no value is entered, the form cannot be submitted.
      • False, to give the operator the option to enter a value in the form. If no value is entered, there is no effect on form submission.
    1. Optional: In the Minimum Value field, set the fewest number of characters required for the operator to enter into the text box; and/or
    2. Optional: In the Maximum Value field, set the greatest number of characters required for the operator to enter into the text box.
  13. To ensure an operator enters a password into the text box, configure the related properties.
    1. From the Required drop-down list, select one of the following options:
      • True, to ensure the operator enters a value in the form. If no value is entered, the form cannot be submitted.
      • False, to give the operator the option to enter a value in the form. If no value is entered, there is no effect on form submission.
    2. Optional: In the Maximum Characters field, enter a whole number to indicate the number of character space available to operators during run time in the related field.
  14. To hide the text box from the operator, configure the related property.
    1. Optional: In the Value field, enter predefined text in the field for the operator to view.
  15. Click Save.