Create a new Form

A Form may contain almost any type of information.

  1. Navigate to Content > Forms.
  2. Click New Form in the New pane on the right.

    The New Form window appears.

  3. Enter a name for the Form and click OK.

    The new Form appears in the tree view.

    The name of the Form cannot contain any of the following characters:

    : ? / < > * " | \ ( ) .

  4. Click the new Form and then click Edit in the View and Edit pane on the right.

    The Form Editor appears.

  5. Specify the global properties for the Form:
    • Form Title: Specify a title for the Form.

      You can also insert a Field by clicking Add field.

    • Behavior: If you select Ignore unseen groups, a Field assigned as an answer to a question in an unseen group of questions (a group that is not shown in the Form based on a condition) will not be assigned a value. By default, a value is assigned to the Field even if the questions do not appear in the Form.
    • Advanced: In this section, you can change the Form ID, if needed. For more information, see the section "Form and question IDs" in the Kofax Communications Manager Core Developer's Guide.
  6. Now you can fill your Form with questions using the Add item button or the context menu.
  7. Click Save.