Opening a form or report from an XML file
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In Form Builder, select
File > Open From File.
The Open dialog box is displayed.
- Select the directory and file name of the file that you want to open.
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Click
Open.
The form from the XML file is displayed in the Form Builder.
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In Form Builder, select
File > Save As.
The Save As New Form dialog box is displayed.
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Specify a name for the new form.
Note: If you are importing forms or reports from another WFM system, then use the same names for the forms as used in the other WFM system.
- Select the appropriate History Permissions.
- Select the folder where you want to save the form.
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Select the other appropriate options for the form.
For example, Cancelable or Batch Approvable.
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Select the type of form.
For example, Interaction, Data Form, or Report.
- Click OK to save the new form.