Shared form options

A shared form is a form that can be used across several menus and groups. Manage shared forms in the Forms List dialog box.

A shared form can be added by right-clicking any group or menu node and then clicking Add > Shared Forms on the shortcut menu. A shared form can be also added by clicking Shared Forms on the Add menu. Either method opens the Forms List dialog box.

Option Description
Form List Lists forms in the workflow. For each form in the list, Display Name shows the name of the form and # of Refs shows the number of menus and groups that contain this shared form.
Add Creates a new shared form. You can choose to add a Basic Form, SharePoint Form, Email Form, or Smarticket Form.
Remove Click this button to remove the currently selected form in the list.
Edit Click this button to edit the currently selected form in the list.
Refs Click this button to view the menus and groups that contain the shared form in the References dialog box. You can then click Remove to remove shared form references from a selected menu or group.

A shared form can be configured the same way a regular form is configured.