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How to create a Form Model

BusinessOptix allows users to create various types of documents in its web author. One of these highly created and used documents are forms.
Forms allows users to enter specified information. With BusinessOptix, the flexibility surrounding forms is endless. Here we will give you an insight into what can be done with forms in BusinessOptix. 

Below are all the components that can be used to create a form with a brief explanation of what that are for.

  • Text – allows users to input text on a single line only
  • Number – allows users to enter a numerical value
  • Date – allows users to enter a date
  • Choice – allows users to pick one or multiple of the options available
  • Editor – allows users to enter multiple lines of text, as well as images and hyperlinks
  • Memo – allows users to enter multiple lines of text, however, text cannot be formatted
  • Checkbox – allows users to select checkbox as true or false
  • Attachment – allows users to upload file attachments
  • Link – allows users to add a link to other content available on the library or from the web
  • User – allows user to select another user from a list
  • ID – assigns form a number that uniquely identifies it
  • Approval – allows the end user to approve or reject form
  • Status – allows users to pick one of either red, amber or green
  • Calculated – allows calculations based on field values in form
  • Label – used to add descriptive text to the form
  • Field set – groups related fields under a single sub heading
  • Page – encompasses all of the above

When you have a new form open, insert the desired components for your form, adding details for each one. 

For example, if the first name is needed, add a text field to the form. This will open up the text field details where the relevant sub fields need to be filled in. 

 Once this is done, view the form as an HTML output. This is what you should see in the form...

When it comes to the 'Choice' component, you can add a new choice or select from an existing list under the choices section.

By clicking on the 'Edit' button, a list of choices will open where a new choice can be added as a local resource.


 This can then be linked to a model or diagram by adding a link under the references. 

You can specify where the form will be stored once it has been submitted. This can be done by clicking on the Model under the Table of Contents.

Once your form has been completed, you can test the output by clicking on View HTML.



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