Forms in Metastorm

Form Types in Metastorm Forms enable you to enter or read process data. The forms in a process share common elements. There are four types of form used at different stages of a process. These are: Blank Forms: A blank form is a form used to gather information necessary to start a process. It may contain a number of empty fields for completion. When you submit the blank form, a new folder is entered into the process. Folder Forms: A folder form displays the process data at a given stage in the process. When you open a folder from the To Do or Watch list, you are presented with one or more folder forms. The information on a folder form is not editable. To edit the information, you must click on an action button. Action Forms: An action form is a form used to gather information during the process. When performing an action on a folder, you may be presented with an Action Form to complete. When you submit the action form, the information is saved, and the folder moves to the next stage of the process. Administration Forms: Administration forms allow you to perform particular administrative tasks. You complete administration forms in the same way as blank forms. When you submit an administration form, the form is sent for administrative processing. It does not start a process. Common Form Elements: Fields: Forms are made up of number of fields. Different types of field types are Required fields: These are outlined in red and must be completed prior to clicking the Submit button. Read-only fields: These have a gray background. You cannot change information in these fields. Optional fields: These may be left blank. Submit and Cancel Buttons: You can submit or cancel a form by clicking the appropriate button in the lower right corner of the form window. Submit Button saves changes made to the form, starts or updates the process, and closes the form. Cancel Button cancels the form. No data is saved, and the form is closed.