Manually create forms

Create forms manually if you want full control over the layout and functionality to be included within it.

Creating a form manually gives you more control and flexibility over the resulting Windows when compared to those created automatically. Plan your form design before creating a new form to save time and effort.

  • Insert a table framework before adding controls to the form.
  • In the framework, include rows, columns, and cells for organizing and arranging form content.
  • Include sections and controls.
  • Include logos, and other types of graphics.
  • Supply a label for a field even if you are not showing the label on the form. Labels help end users know which form fields have failed validation.
Refer to the "Solution building > Building forms > Design guidelines" section in the Kofax TotalAgility Best Practices Guide.

You can do the following:

  • Create a Desktop, Phone, or Tablet version of the form with the additional option of making the phone or tablet touch enabled so that the user experience can be customized to suit each device.

  • Switch between form types if they exist. If a particular type of form does not exist, switching to that icon creates a blank version of the form. For example, if you switch to the phone icon, and if that form does not exist, a blank version of the phone form is created.

  • Generate a form using Generative AI functionality.

  • Create a custom form for use on a Multi-Function Peripheral (MFP) Lexmark device. You can only create the Tablet version (default) of the MFP form.

How to: