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Creating a new form
 

In custom tools developed in the Forms tool, you create new forms in the Designer. In custom tools developed in the InfoPath Forms tool, this task is done in Microsoft InfoPath.

 Note   If the custom tool uses forms created in and imported from Microsoft InfoPath 2007, you must create and import all new forms using this method.

  1. On the Designer menu, click Create New Form...
  2. Enter a name for the form.
  3.  Tip   If you include a slash (/) character in the form name, the form will be listed alphabetically below all other forms that do not include this character in the New drop-down menu in the data view. This allows you to group certain form types together as shown in the following example:

    Forms grouped in the New form drop-down menu

  4. Select fields to include in the form.
  5. Select options for arranging fields on the form.
  6. Select a form style.
  7. Select other options for defining the behavior of the form.
  8. ShowDetails

    • Set the form to be used to create responses to the selected form.
    • Enable saving old versions of records created with this form.
    • Enter an alias for referencing in scripts.
    • Select options for restricting access to the form.
    • Add form scripts.
  9. Click Save to save your changes locally in the design sandbox.
  10. Select an option for returning to the data view, or continue making other design updates in the design sandbox.
  11. ShowDetails

    • Click Publish Sandbox if you want to see your design updates in the Forms tool application, and if you're ready to share your design updates with all other workspace members.
    • Click Discard Sandbox if you want to discard all changes you've made since the last time you published design updates, INCLUDING any changes you had saved locally but not yet published.
    • Click Go to Data View to go to the data view without yet publishing any saved design changes. You can publish your design changes later by opening the Designer and clicking Publish Sandbox.
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