Managing forms
An AutoStore form allows you to create a user interface for a capture component. Forms are accessible through menus and define fields that can capture information to pass to subsequent process and route components in a workflow. Dedicated forms include fields required for sending captured documents to email, a folder, or to a SharePoint document library.
The following table lists tasks commonly performed with forms.
| Task | Description |
|---|---|
| How to add a basic form | A basic form defines general, fields, and component settings for purposes defined by your requirements. |
| How to restrict access to a forms on a menu | You can choose to make forms on a menu public or to restrict access to specified users or groups. |
| How to add a dynamic form | You can modify the standard behavior of a form by configuring it to respond to events. |
| How to add fields to a form | Fields define data that is passed from a form to process and capture components in an AutoStore workflow. Configure fields to collect information from the user or to pass default or calculated values on to subsequent AutoStore components. |
| How to configure process and route components | Use the component settings in a form to configure process and route components in the workflow invoked by a form. Component settings configured in a form only apply to workflows that are initiated by the form. |
| How to add a Send to Email form | Use a Send to Email form when you need to send the document to an email destination. A Send to Email form is used in conjunction with the Send to Mail Recipient route and Send to Mail eConnector components. |
| How to add a Send to Folder form | Use a Send to Folder form when you need to send the document to a folder destination. A Send to Folder form is commonly used in conjunction with the Send to Folder route and Send to Folder eConnector components. |
| How to add a Send to SharePoint form | Use a Send to SharePoint form when you need to send the document to a or SharePoint 2010 server. A Send to SharePoint form is used in conjunction with the Send to SharePoint eConnector and route components. |
| How to create a form template | Use this procedure to create a form template. A form template allows you to save form settings and reuse them to create new forms. |
| How to add a form from a template | Use this procedure to use a form template. A form template allows you to save form settings and reuse them to create new forms. |