Adding attributes to form templates

Use these instructions to add attributes to form templates.

Before you begin

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Only individuals who are part of the administrator group can access this feature.

About this task

The form designer Java™ applet does not automatically close and clear from memory after starting. Complete and save any changes to a form template.

To add an attribute to a form template, complete these steps:

Procedure

  1. From the navigation tree, click Configure System > Design Forms.
  2. Choose either to open a file with the Java Web Start Launcher or save the file. Click OK.
    If you chose to save the file, locate the file and run it in the Java Web Start Launcher.
    The form designer applet is displayed.
  3. In the left pane, double-click the wanted category folder to display the object profiles for the entity type. Then double-click the wanted object profile to open the template for that profile.
    The form template associated with the object profile is displayed in the middle pane.
  4. Select the tab to which you want to add the attribute.
  5. In the Attribute List pane, double-click the attribute name that you want to add to the form.
    The attribute is added to the form.
  6. Click Form > Save Form Template, and then click OK when a message indicates that the form template is saved successfully.

What to do next

Continue adding attributes as needed.