Form Templates

Form templates allow you to configure a form once and reuse the same settings in multiple workflows.

Form templates contain the complete form definition and settings for a form in XML format. The Kyocera MFP (HyPAS) component saves form templates to a file with the .xml file extension.

Creating a Form Template

To save an existing form as a form template, right-click the form on the General tab of the Kyocera MFP (HyPAS) settings dialog box, and click Save as Template on the shortcut menu. This displays the Save Form as Template dialog box with the following options.

Option Description
Location Enter the path to the folder where you want to save the template file. You can can click the browse button (...) to locate a folder.
Template Name Type the name of the template file in this box. Take care to omit the .xml extension from the file name, as the component appends the .xml extension to the name that you enter here.
Save a copy of the dynamic script in the same location Select this check box to save a copy of the .NET script (.vb) file associated with the form to the same location that you are saving the form template file. This option is only available when the Enable Dynamic Form option is selected and a script is specified on the General tab of the Form Settings.

Using a Form Template

To use a form template to add a form to a workflow, click the group or menu node where you want to add a form on the General tab of the Kyocera MFP (HyPAS) settings dialog box, and then click Add Form > From Template on the menu bar. This displays the Create Form from Template dialog box with the following options.

Option Description
Template file Enter the full path to the form template (.xml) file. You can click the browse button (...) to locate the file. This is a form template saved previously with the Save as Template command.
Dynamic Form script file Enter the full path to the .NET script (.vb) file if a dynamic form is associated with the template. If a form is associated with the template and you do not specify the script file here, you will have to configure the Dynamic Form options in the Form Settings before you can finish adding the form to the workflow.

After you click OK in this dialog box, the Kyocera MFP (HyPAS) component opens the template settings for the form in the Form Settings dialog box. The form initially has the same name as the template form appended by "- Template". You can change the name and adjust other settings before you click OK to finish adding the form to the selected group or menu.