An important part of customizing form business processes is being able to change the Form Tab or Context Menus associated with a given Form Template. These changes help to focus users on only the actions and information required for them to work with the business process. Customizing these two features also serves as another way to configure the security around Form Templates and protect the sensitive data in your system.

By the end of this course, you will be able to:

• Configure the Form Tabs seen on a Form Template


• Identify the tab options available when customizing form tabs


• Configure the Context Menu used on Form Templates and Form Data Dashboards


• Identify the menu items available when customizing context menus

1. Introduction


2. Form Template ID Card


3. Steps to Configure Form Tabs or Context Menus


4. Form Tabs


5. Context Menus


6. Review