Unity Forms: Simplifying Advanced Electronic Forms in OnBase
Unity Forms represent the next generation of OnBase electronic forms, streamlining form creation and accelerating the deployment of advanced forms. With an integrated, point-and-click Forms Designer, form creators can build robust forms more efficiently, reducing the need for specialized skills. End users benefit from advanced controls that enhance functionality, including data validation, dynamic rules, calculations, and a seamless experience across devices
Boosting Productivity
Enhance efficiency by automating data capture and routing processes. Extend data entry to information owners within OnBase or external websites, streamlining data collection. Simplify form creation using a point-and-click designer with built-in security and validation controls, reducing the need for custom coding. Additionally, improve user experience through automatic validation and simplified form navigation.
System Administrators, Workflow Administrators, and business process owners can streamline form design, while end users benefit from improved usability and satisfaction with the solution. Every company has forms for their many business processes. Unity Forms are easy to design, create, and manage, improving business processes throughout an organization.
Creating and Modifying Forms
- Launch the OnBase Unity Client by clicking on the Windows (Search)
- Magnifying Glass, typing “Unity,” and selecting “Unity Client.”
- Log in using your Windows credentials.
- From the Home tab in the menu, select “Forms.”
- Choose the desired form from the list on the left.
- Use the Unity Forms Designer to add text/data fields, barcodes, images, and digital signature fields.
- Configure properties and options for each form element.
- Thoroughly test the form’s functionality.
- Once satisfied, publish the form to make it available for use.
Demo: OnBase Unity Forms Designer — YouTube
In summary, Unity Forms revolutionize OnBase electronic forms by simplifying creation and accelerating the deployment of advanced forms. With an integrated, point-and-click Forms Designer, form creators can efficiently build robust forms, reducing the reliance on specialized skills. End users benefit from enhanced functionality, including data validation, dynamic rules, calculations, and a seamless experience across devices. By automating data capture and routing processes, extending data entry, and improving form creation, Unity Forms boost productivity and streamline business processes for organizations of all sizes.
Written by
Arun Sriram Jeyaprakash, Assure eServices.