Reuse Forms

You can reuse forms from the Forms Palette by embedding them in other forms that you build. Once you have embedded a form within another form, you can make changes to the form like styling changes or remove unwanted fields. You can also make the reused form as a read only form.

Note:

Process Automation does not allow you to:
  • Nest forms beyond three levels.
  • Deploy a project if there is cyclic dependency among the forms.

To reuse forms:

  1. In the Forms Palette, expand Forms.

    If the form that you want to reuse doesn't appear, search for it. Click the search icon and type the form’s name in the search field. If no forms in your application match the search, you will get a message stating this. Otherwise, the form gets loaded into the Forms Palette.

  2. Drag and drop the required form onto the canvas.

    You can drop the form onto any part of the canvas. The layout of the reused form is preserved but depending on where you drop the form some panels may get added to it to maintain the form’s layout.

  3. Make styling and label changes to the reused form if required.
  4. Optionally, click Detach on top of the reused form.

    When you detach an embedded (referenced) form on another form's UI, the controls corresponding to the embedded form appear as separate entities on the UI, but the data attributes related to these controls continue to be mapped under the data attribute of the embedded form. However, if you add a new control to the detached embedded form's section, the new control and its data attribute are treated as a part of the referencing form. Additionally, once an embedded form is detached on another form's UI, new controls added at the source of the embedded form aren't reflected on the referencing form's UI. However, the data attribute of the embedded form reflects this change in the referencing form's data definition section. The referencing form and its associated process task use this updated data attribute.

    Detaching can be helpful when you want only certain parts and don’t want some parts of an embedded form. You can delete the unwanted controls and reuse only the controls that you want in building your web form.