Work with Forms and QForms
KCM Designer can easily collect information that is not yet available in a system database, using Forms and QForms. The following topics provide general information on these features.
Also, see Create a new Form and Create a new QForm.
Use Forms
Forms are a means to get information to store in Fields in the Data Backbone, and to use it to produce documents. Forms are shown and processed by the Master Template responsible for the document creation. Forms provide you with a list of questions and store your answers in Fields.
There are three types of items you can include in a Form: Question, Text, or Group.
Use a Question item to ask for information from the user. Several question types are available, such as a Date Question ("What was the date of your phone call with the customer?"). In the question text you can use a Field. All question types contain a Question text, an Answer field, and Help text. The following types of questions are available:
- Text Question
- Choice Question
- Checkbox Question
- Number Question
- Date Question
- Time Question
- Text Block Question
- Editable Text Block Question
Use a Text item to offer the user extra information when a document is being composed. This text will not appear in the document. For example, the text can show a warning that the user is supposed to read. It may also show an explanation for a series of questions.
Use a Group item to group elements. A group can hold questions, text elements, and other groups. Groups can be hidden or shown based on a condition.
To attach a Form to a Master Template, you need knowledge of KCM Template Script. To learn more on the scripting language, see the Kofax Communications Manager Template Scripting Language Developer's Guide.
Use QForms
A QForm is a type of Form used in combination with Content Wizards. QForms are used if the document has Text Blocks that do not have values. In this case, a QForm provides you with a list of relevant questions related to the Fields used in these Text Blocks. The following types of questions are available:
A QForm helps to save time when composing a document with multiple Fields.