Attach new forms

A form is a user-defined object managed in the database as a form type.

Note

Forms cannot be attached to operation activities.

Procedure

1. In the Attachments view, select the item where you want to attach the form:

2. In the File menu, choose New→Form.The New Form dialog box is displayed.

3. From the pane on the left side of the New Form dialog box, click the form type you want to attach.

4. Type a name for the form.

5. Optionally, type a description of the form.

6. To open the form in the application window upon import of the file, check the Open on Create check box. Otherwise, leave this check box unchecked.

7. Click one of the following buttons:

OK to attach the form and close the New Form dialog box.

Apply to attach the form and redisplay the New Form dialog box.