Learning Paths

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Forms Developer

2 Courses | 1 day, 1 hour, 41 minutes

One of the most powerful aspects of OnBase is the ability to craft custom forms. These forms move beyond simply containing data, but can grow to be considered mini-applications that support your business process, user needs, and process decisions. Through this learning path, you’ll learn the breadth of the OnBase forms capabilities, understand the inherit security available, and expand your forms development knowledge to create sophisticated forms without a single line of code.

Courses in this Path


Beginner | 1 hours 41 minutes | eLearning

Quick Look: Unity Forms Configuration is a fourteen-part, web-based training series which will walk you through, step by step, the process of building your first Unity Form. By the end of this Quick Looks series, not only will you be comfortable using terms like custom action, calculated field, and reverse lookup, you’ll also be able to take your electronic forms to the next level by incorporating these easy-to-use features into them.

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Beginner | 1 day | Instructor-led

The OnBase Forms Course introduces OnBase professionals to the various types of forms that can be utilized and created within an OnBase solution. We will look at how to use and configure E-Forms, Virtual Forms, and User Forms, as well as how to create and implement Unity Forms. The course introduces the students to advanced topics such as using document properties, system properties, and custom actions to build powerful business forms that are rapidly deployable internally or externally.

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