Learning Paths

Find your path and start your journey.

Forms Developer

3 Courses | 2 days, 1 hour, 19 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 | 42 minutes | Premium

Every company has forms for their many business processes. Unity Forms are easy to design, create, and manage, improving business processes throughout an organization. Join technical trainer Sara Lemp as she explains how to create, edit, test, and publish Unity Forms.

Go to Course


Intermediate | 37 minutes | Premium

Have you mastered the basics of Unity Forms? Ready to take your form designing skills to the next level?

Join Sara Lemp as she explores the more advanced features of Unity Forms. Learn calculations, custom actions, and sharing the form on an external website in this course.

Go to Course


Beginner | 2 days | 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 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.

Go to Course View Schedule