Form Builder
Contents
Introduction[edit]
The functional scope of the Form Builder is to allow an admin to create custom forms that requisition users can use to specify their needs. It shows the details of the request in a clear format for supplier.
Version Support[edit]
Form Builder functionality is supported from Core 4.1.
Roles[edit]
The Form Builder functionality should be installed into the platform first by opening a SNA ticket and then can be accessed with the right roles. After installation, the functionality is enabled by default. However, the functionality can be disabled (or enabled again) by Super Admin through:
- Backoffice> CWB> Module/Features> Permissions>> New Form Builder Buyer - menu
In order to see the Master Data page, user should have this role:
- Customer Admin
Users with at least one of the roles below, can see the Free Request Form Builder inside the Master Data page:
- Ordering Administrator
- Ordering Purchaser
Backoffice[edit]
A new menu entry has been added under the following path:
- Backoffice> Master Data>> Free Request Form Builder
The first visible page is the "Form List" page. At the moment, any user can see all the forms. A restriction based on Strategic Business Unit will be added later.
Functionality[edit]
Inside the Free Request Form Builder page, forms can be created by clicking on "Create Form" button. By default, all newly created forms are disabled and any changes would be possible in this status. Modifications wouldn't be possible, when the form is enabled. In that case, user should disable the form and then make the modifications. Different settings can be made in the preview page and also the Settings slider inside a form.
Fields[edit]
In the preview part, user can enter the title of the form and make a selection from different fields. 6 different field types are available:
- Text Field
- Text Area
- Radio Button
- Select List
- Date
- Checkbox
User can choose more than one field by "Add Field" button. Upon clicking on fields, the settings page for the fields is opened up automatically on the side. "Title" and "Value" for the forms are manageable.
Also fields can be set as required for user to fill. It is done by selecting Yes or No on the bottom of each field setting. Mandatory fields will be displayed "Red" later in the Free Request.
All of the fields that can be configured are pure content. In other words, none of the fields that are configurable carry a business logic. Example: a field "Material group" does not have anything in common with the object that is used in Accelerate.
General Settings[edit]
General Settings contains Form Name, Language and Template Type. There are Service Business Request and Free Form Product Request available as template types, depending on if the user wants to order product or service.
Language[edit]
Forms can be translated in different languages. The settings regarding Language is found in the general settings of a form inside backoffice, where user can manage the Form Name and Template type. The main language of the platform would be the default language of the form. The translation is manual and does not happen automatically, upon selecting a different language. As the form contains contents from the user, everything should be translated by the user and not by the system. By choosing another language, he fields will have exclamation mark (!) by their name, meaning these fields can be translated. As an example, if a form was created in English and then translated to German, the user can change all the content that inserted before as English to German. After that the user who has German on his/her platform will see the German version of it. Users with any other language will see English version of the form.
Free Request[edit]
Currently, the forms can be used inside "What do I need?" phase of Free Request. The form can be chosen inside request template. After template selection, all the created fields are displayed and user can make changes to them. Request Type section is always filled automatically based on the Template Type of the form in the backoffice.
The forms can be edited in one position without affecting other positions. In other words, after a form is selected for a position, the form can be disabled and changed in the backoffice and then used for another position, while the first position still has the first version of the form inside.
Video[edit]
The video regarding all the procedures from creating a Form Builder up to using it inside a Free Request are shown in the Procure to Pay videos of Pre-Sales Sharepoint [1].
