This function manually creates a Form Instance for a specific Form Definition. You can also execute a process workflow with a “routeForm” step to create a Form Instance automatically.  

Navigate to the “Form > Instances”.

On the Form Instance page, select “Actions > Create”. 

A configuration pop-up window appears, as shown below. Select the Form Definition from the drop-down list. Use the search filter buttons to sort the definition list by last modified date or by name. Click the “Generate” button to generate a new instance name, or enter a unique Form Instance name. Click the “Create” button to confirm. 

The new Form Instance is created, and the confirmation message appears in the top-right corner, as shown below. 

Select the new Form Instance from the list, then click “Actions > Edit”. 

The new Form Instance is rendered on the new page for submission. Alternatively, a previously submitted Form Instance can be selected for editing. Note: The “mode” attribute in the URL is set to “submit,” allowing the Form Instance data to be modified and resubmitted. 

Select any Form Instance from the list, then choose “View > Render”. 

The Form Instance is rendered on the new page for preview in read-only mode. Note that the “mode” attribute in the URL is set to “Render,” so the Form Instance data cannot be modified or resubmitted. 

You can also execute a process workflow with a “routeForm” step to automatically create a Form Instance, as shown in the example below. 

This form instance is filtered on the Form Instances page using the “Search” textbox. Click the navigation icon to open the process instance on a new page.