Kofax Insight Studio > Dashboard Designer > Components > Record form > Set up record form

Set up record form

  1. In the Component toolbar, select Record form and drag it onto the View.
  2. Open the Record form wizard > Data window and select a record.
  3. On the Data tab, clear the cross sign icon for the items to exclude from the form.

    You can also select Use All fields or Remove all options.

    Note By default, all options are included in the search.
  4. On the Time tab, specify the time frame for the record.
  5. On the Action tab, define the Filter Group the component listens to.

    This should be the same group the filtering component, such as Record Grid, which affects Outgoing Actions.

  6. Save your changes.