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Reusing a form

After you build a form, you can embed it on other forms. For example, you can prompt users to review their employment history by embedding the Work History form in the Confirmation form.

To reuse a form:

  1. In the explorer panel of Designer Studio, click Cases and then click the name of a case type.

  2. On the Life cycle tab, click an assignment or an approval step.

  3. Click Configure view.

  4. In the Reuse fields panel, click Views to display a list of available forms.

    The icon indicates that a form is embedded on your current form.

  5. Hover on the Drag handle icon next to a form name and drag it from the Reuse fields panel to your form.

    A row with field type set to View is displayed. The fields within the reused form are not displayed.

  6. Optional: Drag the reused form to a new position on the current form.

  7. Click Submit.

At run time, the fields that are defined in the reused form are displayed as read-only values.