Embedded Files
Learning Objectives
At the end of this unit, you learn the following. Use the links to read more.
Purpose of Forms
Purpose of Forms
Maintaining and managing user input (project information) is the keystone to working with Forms. How you design your forms greatly determines the outcome of your business process flow.
Some of additional features of forms include auto-complete(prefilling) of forms, customizing error messages in form validations and so on.
In this article, you learn how to add and customize a form.
Before Getting Started
Before Getting Started
The system allows you to enter a different values for Fields. Make sure you provide a unique key (id or name) for the form to avoid duplication.
Add a New Form within the Module
Add a New Form within the Module
Within the Module, click the Forms menu and again click the Add new form button.
Map Your Form to a Table
Map Your Form to a Table
After clicking the Add new form button, you will be automatically navigated to the Form designer page.
Enter the name of the form and the table to which you want to map the form to and save your settings.
A blank form designer opens for you to customize the fields. Keep reading to know how to customize the form to your needs.
Customize the Form to Your Needs
Customize the Form to Your Needs
Add Fields to the Form
Add Fields to the Form
On the Form designer page, drag and drop the fields to the place on the page where you’d like to add your new form.
Re-order fields
Re-order fields
You can change the order of the fields within the form by simply dragging and dropping them from one place to another
Mark Fields Mandatory for Submission
Mark Fields Mandatory for Submission
If you'd like to make your form field required for submission, select the field and turn on the slider next to Mandatory field in the Property pane
Mark Fields as Read-only
Mark Fields as Read-only
Select the field and turn on the slider next to Readonly field in the Property pane
Remove Field
Remove Field
Select the form field and click the Remove button that appears at the bottom of Properties pane
Enable Multi-select for a field
Enable Multi-select for a field
Select the field and turn on the slider in the Property pane. This field displays in the form submit page and enables the end-user to choose one or more values from a drop-down list.
Enable Multi-select
Multi-select reflects at project level form submission page
Enable Search
Enable Search
Select the field and turn on the slider in the Property pane. During form submission, users have an option to search for text within tables.
Update the Data Source
Update the Data Source
Select the form field and specify the Data Source from the drop-down menu.
Save the Form
Save the Form
After you complete the form design and satisfied with your updates, be sure to Save the form.
Edit the Form
Edit the Form
Once you’ve selected the form fields and created your form, you can edit your form’s appearance anytime by using the Properties.
Create a New Form from an Existing One
Create a New Form from an Existing One
To configure a form quickly, you have the facility to create a copy of an existing form, modify the form elements such as fields, form validations, and field permissions.
Where does the Form Reflect After Configuring?
Where does the Form Reflect After Configuring?
At the project level during form submission. Business users will be able to fulfil the details in the configured fields and submit for subsequent reviews and approvals.
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