Related Topics
Clicking on the Edit tab will, depending on the format of the form template, open one of two different screens. Form templates created in ASCX format will present the following screen. Use of this screen is documented in the Creating ASP.NET Forms topic.
Please note that Forms created as a custom ASCX control can't be converted to an Online Form Designer Form, and the Convert to an HTML Form button will not be displayed in the Edit tab.
Forms created with the Online Form Designer will automatically open the Online Form Designer's editing screen, which is documented in its own topic.
Forms created using the legacy Word Form Builder will display a similar screen that also provides an option to convert the Form from Word to the Online Form designer, via a Convert to an HTML Form button. Clicking this button will create a new Form version for the Word Form prior to creating the Online Form Designer version. You can, if you desire, revert to the Word Form from the Versions tab.
BP Logix strongly recommends that Forms built using the legacy Word Form builder be converted to the Online Form Designer format, as the technologies that support the Word Form Builder were eliminated by Microsoft on 15 June 2022.
More Configuration Tabs
You can view the documentation for each of the other configuration tabs by using the Table of Contents displayed on the upper right corner of the page, or use one of the links below.
Properties: General Form definition properties.
Form Controls: Enables you to set individual properties for each field on the form.
Custom Task Event Mapping: Enables you to map Custom Tasks to run on specified form events.
Validation Rules: Enables you to add custom validation to the form.
Set Form Data: Enables you to set the value of Form fields automatically, based on events or conditions you specify.
Fill Dropdowns: Enables you to automatically set the options available in a dropdown control.
Other Tabs: Documentation for the Form Data SQL View, History, Meta Data, Versions, and Permissions tabs.
Documentation Feedback and Questions
If you notice some way that this document can be improved, we're happy to hear your suggestions. Similarly, if you can't find an answer you're looking for, ask it via feedback. Simply click on the button below to provide us with your feedback or ask a question. Please remember, though, that not every issue can be addressed through documentation. So, if you have a specific technical issue with Process Director, please open a support ticket.
