Configuring E-forms in a Process
To manually configure an e-form
1. On the Implementation page in the Properties view of a receive task, message / signal start event, or message / signal intermediate event (including boundary events): click Browse... to select an e-form sourced IS document as the step's Receive Document or New... to create a new e-form sourced IS document and select it as the step's Receive Document.
Important: You must use Browse... or New... to select the e-form sourced IS document as the step's Receive Document. If you type the Receive Document name, the e-form fields are not enabled.
Important: Incoming e-form instances must have the correct file name extension (for example, .xml for InfoPath forms, .xdp for LiveCycle forms). Otherwise, they will not trigger the receive task or start / catching message or signal event.
2. Select the E-form (For E-form Triggered Processes) check box to enable e-form support in the step.