Examples of how you can customize a form are as follows:

• Change the theme or the template style.

  You can select from a range of theme and template styles or you can create your own. You can also change the form size.

• Change the text that appears on a form.

• Change the images that appear on a form.

• Rearrange the elements on the form.

• Change error messages.

  The predefined forms contain the error messages that appear when a required field is not populated. You can edit these error messages.

• Change the confirmation pages that are presented to users.

  Several process actions result in a confirmation message being sent to the user. For example, when a user submits an incident, a Thank You page appears; when a log on fails, an error page appears. You can change the contents of these pages.

• Add data to a form.

  For example, you might add a field to the incident form so that the support technicians can assign the incident to a cost center.

• Remove data from a form.

  Warning:

  Use caution when you remove data components from a form. Any of the output variables that those components designate become invalid after the removal, which breaks the process.

On the Edit Form page, you can edit the form information on the following tabs:

• Form Information

  The name, description, and other information regarding the form's display in the Process Manager portal.

• WebPart Information

  Lets you define the form as a Web part.

• User Information

  Information about passing the user ID.

• Session Information

  Information about passing a session ID.

• Permissions

  Lets you determine who can access a process by setting permissions on the form that provides access to that process.

  See Setting permissions for a form.

• Profiles

  Lets you assign a default form profile to the form.