Deploy a form overview - Deploy a form overview - The following steps outline the high-level procedures you need to perform to deploy forms accessed with a URL in Forms Server. When you use Form Designer to publish the form, the imagenowforms user automatically receives access to view and submit a form accessible with a URL. Note that if you choose to deploy forms access with a URL, you must ensure that your network is configured with the appropriate security. To deploy a form, complete the following sequence of procedures. - Perceptive Content - Form Designer - Perceptive-Content/Form-Designer/Foundation-26.1/Form-Designer-User-Help/Form-Designer-User-Help/Get-started-with-Form-Designer/Deploy-a-form-overview - Foundation 26.1 - Foundation 26.1

Form Designer User Help

Platform
Perceptive Content
Product
Form Designer
Release
Foundation 26.1
License
ft:lastPublication
2026-04-16T22:35:13.118000
ft:locale
en-US

The following steps outline the high-level procedures you need to perform to deploy forms accessed with a URL in Forms Server. When you use Form Designer to publish the form, the imagenowforms user automatically receives access to view and submit a form accessible with a URL. Note that if you choose to deploy forms access with a URL, you must ensure that your network is configured with the appropriate security. To deploy a form, complete the following sequence of procedures.

  1. Create a form using Form Designer.
  2. Publish the form using one of the following methods and create the document or folder type in Form Designer.
  3. Define security for the form using any of the following options.
    • Set form privileges.
    • Set privileges for documents or folders associated with forms and any workflow queues.
    • Grant the Perceptive Content Forms group access to the workflow queue where the Forms Viewer applet is configured to route the forms
    • Grant the Perceptive Content Forms group privileges to the form that you associate with the folder type or document type.
    • Grant the Perceptive Content Forms group access to the folder type or document type.
    For a folder displayed as a form, the group needs both Drawer > Content > Open and Drawer > Content > Create/Append privileges for the drawer that stores the folder.
  4. Optional. Associate a form with a workflow queue.
  5. Embed the forms URL in your portal or business application.