OnBase Unity Forms Designer

OnBase Unity Forms is a powerful digital forms designer and publisher available in the OnBase Unity Client. The Unity Forms Designer is a simple drag-and-drop interface that allows you to add text/data, barcodes, images, and digital signature fields. Unity Forms can be added to Document Types or Document Type Groups.


Speaker 1:
Hello, and thank you for joining the OnBase Unity Forms demonstration. In order to design an OnBase Unity Form, you would have to log in to the OnBase Unity Clients. Once you log into the OnBase Unity Client, you would then need to select file, administration, form designer. You’ve many options on the toolbar, but to create a new form, you would select create, you would then select the Unity Form, or you could select image form if you were creating an image form, but today we’re going to do a Unity Form. You can filter by the document type groups, and I’m going to pick an insurance claim. From there, then you can filter by the document types. And today, I’m going to select this claim for the incident scene diagram. You can then type in your template name. This is the name of the form that users will see when they go to select the Unity Form that they’re filling out. I’m going to just name my form a Scene Diagram.

You have options to select different themes. There are some preset themes, and then there are themes that you’re able to create on your own. The ones that are preset, we’ll say system next to them. And I’m just going to use the first one here. And then the last thing I want to mention is there’s this checkbox to add keywords. If you check the Add Keywords check box, then any keywords that are associated with the document type of insurance claims will automatically be added to the form. So, I’m going to go ahead and check it for today and select, OK. My Form Designer will then open and you’ll notice that the keywords associated with the document type have all been listed on the screen already for me. So, we have Insured Name, Policy Number, Claim Number, and Date of Loss. When you create a new Unity Form, the submit button will also always be on the form, but that is something you can go ahead and remove at any time.

First, I’m going to select a section so you can hit the section button and then slide it onto your form. You’ll notice right now; this section is called untitled section. So, let’s go ahead and change that information or label to name it, claim section. Then ID field also, we should probably add some type of information because we want it to be able to see what ID we’re using when we’re creating a custom action or any report. So now, we’ve created our claim section. On the section, there’s a couple of options. We can make it read only, so people are able to see this section, but not able to fill it in. We can set the default visual state so it can be expanded. So as soon as they open the form, they see everything in the section, or we can make a collapse where they would have to hit the section to expand everything.

In this scenario, we’re going to leave it expanded so everybody can see it. And we’re also going to uncheck the box, so nobody’s able to collapse this section. So, that way all the information will always be visible on the form when it is open. You can also set security around a section of who’s able to fill it out or see that particular section. You can add panels to a section area, all I did was click the panel button and then clicked on the area within the section where I want to add the panel. Again, we should really change the ID type, just be something else. So, we can call it claim panel.

And then right now we’re only seeing one column in our section. In order to add multiple columns, let’s go ahead and click the edit pencil next to the columns, select how many columns we want. So, for today we will select two columns and you’ll notice there’s a message in the preview window saying that the total width cannot exceed a 100%. So, if you did the math, column one and column two are over a 100%, so that’s why that error is popping up. So, for this demonstration, let’s just make them both 50% so they’re equal, but you can make the width of these columns any length that you would like. And now let’s move some of the keywords that pre-populate on the form because we checked that box into our panels on our Unity Form.
So, I have moved claim number down to the claim section and I have moved the date of loss keyword down to the claim section as well. Now, we are left with our insured name, which is a select list option. And we also have our policy number, which is also a select list. We have our date of loss text box and our claim number text box. Next, we can go ahead and add check boxes to our form. So I’m going to select the check box option and drag it on the form where I want. I can label our check box anything we would like. So, let’s just say, we’re going to make a check box to identify if the driver was 16 years or older. I’m going to go ahead and type that into my label area. And now I’m going to add another check box. So, it’s the same thing, I want to change the label of this check box to be something else. So, let’s name it, Driver 21 and older.

And just for less confusion, actually, let’s name it Driver 16-20. And again, let’s go ahead and update that ID box, so that way, if we’re doing any custom actions, we know what check boxes we’re looking at for both of these check boxes. So now we have two check boxes on our form for drivers that are 16-20 years old and drivers that are 21 and older. Let’s test drive this form before we move forward. So you’ll notice if I check the box for drivers 16-20 and driver 21 and older, I’m able to submit the form without any issues, but that doesn’t make a whole lot of sense, because I can’t have a driver who’s both 16-20 or 21 and over. So, in order to get the check boxes to work where if you select one, the other one cannot be selected, you would have to use a custom action.

Custom actions are great for these types of scenarios. However, it does add a lot of extra work. So, let’s go ahead and add a radio button group instead. So, I can create radio buttons for my different options. So, I’m going to create three radio buttons. Again, one could be maybe labeled, let’s see, what should we label this one, 16-20, and then maybe another one could be labeled 21-30. And then the last one, we can go ahead and label this one to be over 30. When we have them all configured, we would go ahead and hit Enter, and then Finish.

Now, you’ll see, I have radio buttons. So, if I did a test drive on these, if I select this 16-20 radio button and then I try to select the 21-30, the 16-20 radio button is no longer checked. So, radio buttons are great when you only want one value to be selected. It’s a lot easier than creating our custom actions when using check boxes. So, let’s go ahead and close our test drive.

And let’s go ahead and get rid of these check boxes because we’re not going to need them any longer, because we created the radio button group instead. And like I mentioned before, it’s always best of course, to change the label of the radio button group. You don’t even have to leave the radio button group in the label, you could call it anything you wanted. And then again, let’s update the ID, so that way we know w