Welcome > Form Designer module > Automatically generate forms > Build a Folder form

Build a Folder form

A Folder form is a customized view of a folder. Using a Folder form, you can generate Scan, Validation, Verification, and Document Review forms for a folder type. A folder type can have more than one form. However, a folder type can have only one of each form type. For example, a folder type cannot have two Scan forms. You can generate a folder form for multiple folder types at once.

The generated form has the following format: <FolderName>_<FormType>, for example in the Employee_Scan form, Employee is the folder type and Scan is the form type.

Note Preview of a Folder form is not available as you can open a Folder form only in a Scan control.

  1. On the Home page, click Form Designer > Folder.

    The Create Folder Form page appears.

  2. On the Explorer, click Folder Types.

    A list of folder types appears.

  3. Consume the folder types to use in the Folder box.

    The selected folder types are associated with the form at runtime.

  4. Click Yes for the form types to generate:
    • Scan
    • Validation
    • Verification
    • Document Review
  5. Click either of the following:

    • Generate: To save the form.

    • Generate and Release: To save and release the form.

      The form is generated and associated with the selected form types.

  6. When you open the generated form in the design view, all the fields of the folder type appear as corresponding controls. However, at runtime these fields appear in the Folder tab.

    The fields do not appear in the form if the Display Field for Verification property is set to No in the Folder type.

To manage a folder form: