Creating a form

To create a new form:

1. Click DocuNote, and then click Metaforms designer*.*
2. Create a new form in one of the following ways:
   • On the ribbon bar, click the icon of the appropriate form type;
   • Or, in the navigation tree on the left, right-click on the form type and select Create from the contextual menu.

Start designing your form by defining form properties (se earlier on this site) and placing fields on the form (Managing Fields) . When done, click Save.

Defining form properties

On the Form Designer, use the panel located rightmost to adjust the form attributes.

The following properties can be applied:

Please note:

• The default form size is 600x800.
• You can drag the corner of the form to adjust the form size manually. | | Description | Used for short description. | | Label (mandatory) | The name of the form how it will be displayed to the users.

Please note:

• You can always change the Label later, but the Name of the form cannot be changed once it is saved. | | Name (mandatory) | The name of the form how it will be stored in the database.

Please note: Form names should be unique throughout the form database. | | Show documents (available for Case form) | If set Yes, the Document tab will be available on the Properties dialog box. | | Show notes | If set Yes, the Notes tab will be available on the Properties dialog box. | | Taxonomy (available for Document and Case orm) | Defines a node in taxonomy tree which will be a root for taxonomy picker on the form. | | Tool tip | Hover text that is diplayed when the user moves the pointer over the form. | | Cancel button caption* | Allows you to replace the default Cancel label with any of your choice. | | Save button caption* | Allows you to replace the default Save label with any of your choice. |

*Available only for Workflow forms.