Global Tenancy for Form Builder

Form builder helps to create additional custom fields in the interface as per your requirement. You can drag and drop the form elements and create your own fields in the Change Management module.

The Global Tenancy concept is introduced in Form Builder which allows configurations made at Global Tenant to be automatically inherited by all the Local Tenants. This reduces the manual effort of creating multiple configurations.

You can perform the following action in Form Builder for the Change Management module:

Configure Form Builder in Global Tenant
Configure Form Builder in Local Tenant
De-link Form Builder in Local Tenant

Configure Form Builder in Global Tenant

A form builder configuration created in Global Tenant is inherited by Local Tenants.

To configure the Form in Global Tenant, perform the following steps:

Navigate to Admin > Basic > Infrastructure > Form Builder.

Figure: Form Builder
Select the Module Change Management. Click on Global Tenant.
On the ACTIONS Panel click ADD NEW.

Figure: Add new
Under Form Details, select Display At from the dropdown which displays the custom fields. Click NEXT.

Figure: Form details
Under the FORM BUILDER tab, you can select the Custom Fields to be displayed on the page. From the left-hand side panel, select the type of field that you want to add from the Simple Controls, Group Templates, and Form Templates. Drag and drop it into the central section of the page.
Based on the field type selected, the properties are displayed under the PROPERTIES section on the right-hand-side panel. Fill in the required property details.
To know more about the various controls and their properties, see Field Description.

Figure: Form Builder
Click NEXT. The PREVIEW tab displays the preview of the custom fields created in the Form Builder.
Click SAVE to save the Form Builder configured.

Field Description

The fields on the FORM BUILDER page are explained in the following table:

Field	Properties
Group	Click Group to create a group under the tab. Use this to group related fields. Type in the required values for the following properties: Label: Type in the label name of the group. Description: Type in a detailed description. No. of Columns: Select the number of columns that can be added under the group. You can add a maximum of two columns. Multivalued Group: Click Is Multivalued Group to indicate that multiple fields can be added under the group. If this check box is selected, you need to also specify a value for Page Size. The Page Size indicates the maximum number of fields allowed on a single page. Access to Workgroups: If selected, the group will have access to all workgroups. If not selected, you can choose workgroups from the list.
SAVE AS TEMPLATE	Click SAVE AS TEMPLATE to save the form. On the Save Form pop-up page, type in the name for the Form in the Form Name text box and click SAVE. The saved Form is available under Form Templates and can be reused.
SAVE GROUP AS TEMPLATE	If a Group is selected this option is displayed. Click SAVE GROUP AS TEMPLATE to save the form for the selected Group. On the Save Group pop-up page, type in the name for the Group in the Group Name text box and click SAVE. The saved Group is available under Group Templates and can be reused.
Text/ Text Area	Click Text to create a text box field. Click Text Area to create a text box field that allows more characters compared to the text box field. For example, for Username, use Text; for User Comments, use Text Area. Text and Text Area have the following fields: Label: Type in the label name for the text box or text area. Required: Select the Required check box to make the text box or text area a mandatory field. Status: The status of the text area can be selected such as New, Assigned, In progress, Pending, Resolved, or Cancelled. Tooltip Text: Type in the tooltip text for the users to help them in typing in details in the field. Watermark Text: Type in the watermark text that should appear in the text or text area field if the user does not enter any information in the field. Size: Select the field size, Small, Medium, or Large. Length Limit: Specify the length of the field by entering values in Min and Max fields.
Check Box	Click Check Box to create a check box field. Type in the required values for the following properties: Label: Type in the label name for the check box. Required: Select the Required check box to make the check box a mandatory field. Status: The status of the text area can be selected such as New, Assigned, In progress, Pending, Resolved, or Cancelled. Tooltip Text: Type in the tooltip text for the users to help them in typing in details in the field.
Drop-down	Click Drop-down to create a drop-down field. Use this field to add an attribute for which the user needs to select from multiple available options. Type in the required values for the following properties: Label: Type in the label name for the check box. Required: Select the Required check box to make the check box a mandatory field. Status: The status of the text area can be selected such as New, Assigned, In progress, Pending, Resolved, or Cancelled. Size: Select the field size, Small, Medium, or Large. Parent: Custom attribute field is selected by default and not editable. Options: Type in the values that should appear in the drop-down list. You can choose either custom table, or manual.
Date	Click Date to add a date field. Type in the required values for the following properties: Label: Type in the label name for the date field. Required: Select the Required check box to make the date field a mandatory field. Status: The status of the text area can be selected such as New, Assigned, In progress, Pending, Resolved, or Cancelled. Size: Select the field size, Small, Medium, or Large. Tooltip Text: Type in the tooltip text for the users to help them in selecting the date for this date field.
Number	Click Number to add a number field. For example, Maximum Approvals Required. Type in the required values for the following properties: Label: Type in the label name for the number field. Required: Select the Required check box to make the number field a mandatory field. Status: The status of the text area can be selected such as New, Assigned, In progress, Pending, Resolved, or Cancelled. Size: Select the field size, Small, Medium, or Large. Tooltip Text: Type in the tooltip text for the users to help them in entering numeric values for this field. Minimum/ Maximum: Specify the range of numbers that can be entered in this field by entering values in the Above and Below fields. Only Accept Integer: Select the Only accept integers check box to allow users to enter only integers. Any number without any decimal value is called an integer. For example, 121, 57, 23 are integers. However, 20.1, 56.8, 13.01 are not integers.
E-mail	Click E-mail to add a field for entering e-mail ids. Type in the required values for the following properties: Label: Type in the label name for the e-mail field. Required: Select the Required check box to make the e-mail field a mandatory field. Status: The status of the text area can be selected such as New, Assigned, In progress, Pending, Resolved, or Cancelled. Size: Select the field size, Small, Medium, or Large. Tooltip Text: Type in the tooltip text for the users to help them in entering value for this e-mail field.
File	Click File to add a field where files can be added. Type in the required values for the following properties: Label: Type in the label name for the file field. Required: Select the Required check box to make the file field a mandatory field. Status: The status of the text area can be selected such as New, Assigned, In progress, Pending, Resolved, or Cancelled. Size: Select the field size, Small, Medium, or Large. Tooltip Text: Type in the tooltip text for the users to help them in entering value for this file field.
Price	Click Price to add a field where prices can be added. For example, Project Cost. Type in the required values for the following properties: Label: Type in the label name for the price field. Required: Select the Required check box to make the price field a mandatory field. Status: The status of the text area can be selected such as New, Assigned, In progress, Pending, Resolved, or Cancelled. Size: Select the size of the field, Small, Medium, or Large. Tooltip Text: Type in the tooltip text for the users to help them in entering price for this field. Units: Type in the unit based on which the price should be calculated, for example, per hour or per piece.
Website	Click Website to add a field where website URLs can be added. Type in the required values for the following properties: Label: Type in the label name for the website field. Required: Select the Required check box to make the website field a mandatory field. Status: The status of the text area can be selected such as New, Assigned, In progress, Pending, Resolved, or Cancelled. Size: Select the size of the field, Small, Medium, or Large. Tooltip Text: Type in the tooltip text for the users to help them in entering website URL for this field.
User	Click User to add a field where user details can be entered. Type in the required values for the following properties: Label: Type in the label name for the user field. Required: Select the Required check box to make the price field a mandatory field. Status: The status of the text area can be selected such as New, Assigned, In progress, Pending, Resolved, or Cancelled. Size: Select the size of the field, Small, Medium, Large. Tooltip Text: Type in the tooltip text for the users to help them in updating the field.
Multi Valued (MV)Drop-down	Click Multi valued drop down to configure field with multiple options. Type in the required values for the following properties: Label: Type in the label name for the price field. Required: Select the check box to configure the field as mandatory. Status: The status of the text area can be selected such as New, Assigned, In progress, Pending, Resolved, or Cancelled. Size: Select the size of the field, Small, Medium, or Large. Options: Select appropriate data source option for the drop-down list. The available options are: Custom Table: This is applicable only when the Autofill option is used. The data can be populated from custom tables created in web services. Manual: If selected, new text box is displayed, where you can type in the options manually. These options are displayed in the field with the radio button on the NEW USER page.
Group Templates	This section displays all the saved Group Templates. Drag and drop a Group Template to add a group of fields to the Form.
Form Templates	This section displays all the saved Form Templates. Drag and drop a Form Template to add a group of fields to the Form.

SHOW LIST

Click SHOW LIST under the ACTIONS panel to display the List table showing all the configured Custom Fields for the selected Tenant.

Figure: List of Custom attributes

EDIT

Click EDIT to edit a Custom Field. Select the check box for the tab name whose Custom Fields you want to edit and click the EDIT icon.

Figure: Edit

Configure Form Builder in Local Tenant

You can create Form Builder fields for any specific Local Tenant.

To configure the Form in any Local Tenant, perform the following steps:

Navigate to Admin > Basic > Infrastructure > Form Builder.

Figure: Form Builder
Select the Module Change Management. Click on any Local Tenant.
On the ACTIONS Panel, click ADD NEW.

Figure: Add new
Under Form Details, select Display At from the dropdown which displays the custom fields. Click NEXT.

Figure: Form details
Under the FORM BUILDER tab, you can select the Custom Fields to be displayed on the page. From the left-hand side panel, select the type of field that you want to add from the Simple Controls, Group Templates, and Form Templates. Drag and drop it into the central section of the page.
Based on the field type selected, the properties are displayed under the PROPERTIES section on the right-hand-side panel. Fill in the required property details.
To know more about the various controls and their properties, see Field Description.

Figure: Form Builder
Click NEXT. The PREVIEW tab displays the preview of the custom fields created in the Form Builder.
Click SAVE to save the Form Builder configured.

Field Description

The fields on the FORM BUILDER page are explained in the following table:

Field	Properties
Group	Click Group to create a group under the tab. Type in the required values for the following properties: Label: Type in the label name of the group. Description: Type in a detailed description. No. of Columns: Select the number of columns that can be added under the group. You can add a maximum of two columns. Multivalued Group: Click Is Multivalued Group to indicate that multiple fields can be added under the group. If this check box is selected, you need to also specify a value for Page Size. The Page Size indicates the maximum number of fields allowed on a single page. Access to Workgroups: If selected, the group will have access to all workgroups. If not selected, you can choose workgroups from the list.
SAVE AS TEMPLATE	Click SAVE AS TEMPLATE to save the form. On the Save Form pop-up page, type in the name for the Form in the Form Name text box and click SAVE. The saved Form is available under Form Templates and can be reused.
SAVE GROUP AS TEMPLATE	If a Group is selected this option is displayed. Click SAVE GROUP AS TEMPLATE to save the form for the selected Group. On the Save Group pop-up page, type in the name for the Group in the Group Name text box and click SAVE. The saved Group is available under Group Templates and can be reused.
Text/ Text Area	Click Text to create a text box field. Click Text Area to create a text box field that allows more characters compared to the text box field. For example, for Username, use Text; for User Comments, use Text Area. Text and Text Area have the following fields: Label: Type in the label name for the text box or text area. Required: Select the Required check box to make the text box or text area a mandatory field. Status: The status of the text area can be selected such as New, Assigned, In progress, Pending, Resolved, or Cancelled. Tooltip Text: Type in the tooltip text for the users to help them in typing in details in the field. Watermark Text: Type in the watermark text that should appear in the text or text area field if the user does not enter any information in the field. Size: Select the field size, Small, Medium, or Large. Length Limit: Specify the length of the field by entering values in Min and Max fields.
Check Box	Click Check Box to create a check box field. Type in the required values for the following properties: Label: Type in the label name for the check box. Required: Select the Required check box to make the check box a mandatory field. Status: The status of the text area can be selected such as New, Assigned, In progress, Pending, Resolved, or Cancelled. Tooltip Text: Type in the tooltip text for the users to help them in typing in details in the field.
Drop-down	Click Drop-down to create a drop-down field. Use this field to add an attribute for which the user needs to select from multiple available options. Type in the required values for the following properties: Label: Type in the label name for the check box. Required: Select the Required check box to make the check box a mandatory field. Status: The status of the text area can be selected such as New, Assigned, In progress, Pending, Resolved, or Cancelled. Size: Select the field size, Small, Medium, or Large. Parent: Custom attribute field is selected by default and not editable. Options: Type in the values that should appear in the drop-down list. You can choose either custom table, or manual.
Date	Click Date to add a date field. Type in the required values for the following properties: Label: Type in the label name for the date field. Required: Select the Required check box to make the date field a mandatory field. Status: The status of the text area can be selected such as New, Assigned, In progress, Pending, Resolved, or Cancelled. Size: Select the field size, Small, Medium, or Large. Tooltip Text: Type in the tooltip text for the users to help them in selecting the date for this date field.
Number	Click Number to add a number field. For example, Maximum Approvals Required. Type in the required values for the following properties: Label: Type in the label name for the number field. Required: Select the Required check box to make the number field a mandatory field. Status: The status of the text area can be selected such as New, Assigned, In progress, Pending, Resolved, or Cancelled. Size: Select the field size, Small, Medium, or Large. Tooltip Text: Type in the tooltip text for the users to help them in entering numeric values for this field. Minimum/ Maximum: Specify the range of numbers that can be entered in this field by entering values in the Above and Below fields. Only Accept Integer: Select the Only accept integers check box to allow users to enter only integers. Any number without any decimal value is called an integer. For example, 121, 57, 23 are integers. However, 20.1, 56.8, 13.01 are not integers.
E-mail	Click E-mail to add a field for entering e-mail ids. Type in the required values for the following properties: Label: Type in the label name for the e-mail field. Required: Select the Required check box to make the e-mail field a mandatory field. Status: The status of the text area can be selected such as New, Assigned, In progress, Pending, Resolved, or Cancelled. Size: Select the field size, Small, Medium, or Large. Tooltip Text: Type in the tooltip text for the users to help them in entering value for this e-mail field.
File	Click File to add a field where files can be added. Type in the required values for the following properties: Label: Type in the label name for the file field. Required: Select the Required check box to make the file field a mandatory field. Status: The status of the text area can be selected such as New, Assigned, In progress, Pending, Resolved, or Cancelled. Size: Select the field size, Small, Medium, or Large. Tooltip Text: Type in the tooltip text for the users to help them in entering value for this file field.
Price	Click Price to add a field where prices can be added. For example, Project Cost. Type in the required values for the following properties: Label: Type in the label name for the price field. Required: Select the Required check box to make the price field a mandatory field. Status: The status of the text area can be selected such as New, Assigned, In progress, Pending, Resolved, or Cancelled. Size: Select the size of the field, Small, Medium, Large. Tooltip Text: Type in the tooltip text for the users to help them in entering price for this field. Units: Type in the unit based on which the price should be calculated, for example, per hour or per piece.
Website	Click Website to add a field where website URLs can be added. Type in the required values for the following properties: Label: Type in the label name for the website field. Required: Select the Required check box to make the website field a mandatory field. Status: The status of the text area can be selected such as New, Assigned, In progress, Pending, Resolved, or Cancelled. Size: Select the size of the field, Small, Medium, Large. Tooltip Text: Type in the tooltip text for the users to help them in entering website URL for this field.
User	Click User to add a field where user details can be entered. Type in the required values for the following properties: Label: Type in the label name for the user field. Required: Select the Required check box to make the price field a mandatory field. Status: The status of the text area can be selected such as New, Assigned, In progress, Pending, Resolved, or Cancelled. Size: Select the size of the field, Small, Medium, Large. Tooltip Text: Type in the tooltip text for the users to help them in updating the field.
Multi Valued (MV)Drop-down	Click Multi valued drop down to configure field with multiple options. Type in the required values for the following properties: Label: Type in the label name for the price field. Required: Select the check box to configure the field as mandatory. Status: The status of the text area can be selected such as New, Assigned, In progress, Pending, Resolved, or Cancelled. Size: Select the size of the field, Small, Medium, or Large. Options: Select appropriate data source option for the drop-down list. The available options are: Custom Table: This is applicable only when the Autofill option is used. The data can be populated from custom tables created in web services. Manual: If selected, new text box is displayed, where you can type in the options manually.
Group Templates	This section displays all the saved Group Templates. Drag and drop a Group Template to add a group of fields to the Form.
Form Templates	This section displays all the saved Form Templates. Drag and drop a Form Template to add a group of fields to the Form.

SHOW LIST

Click SHOW LIST under the ACTIONS panel to display the List table showing all the configured Custom Fields for the selected Tenant.

Figure: Figure: List of Custom attributes

EDIT

Click EDIT to edit a Custom Field. Select the check box for the tab name whose Custom Fields you want to edit and click the EDIT icon.

Figure: Edit

If a Global group exists in the Local tenant configuration, additional fields cannot be added to the global group.
The system displays a message “The global group cannot have any attributes added to it. If you wish to add a new attribute, click on Group under controls to create a new group and then add the attribute.”

Figure: Global group

View a Global configuration in Local Tenant

To view a Global configuration inherited by the Local tenant, perform the following steps:

Navigate to Admin > Basic > Infrastructure > Form Builder.
Select the Module Change Management. Click on any Local Tenant.
The list of configurations will be displayed. Global configurations are displayed with a grey globe icon.

Figure: List page
Select the custom attribute field with a global configuration.
The global configurations in the form builder page represented with a grey globe icon are not editable in the local tenant.

Figure: Non editable fields
To make any changes on the Form builder page in the Local Tenant, the Global configuration should be delinked first and then it can be edited in the Local tenant.

De-link Form Builder in Local Tenant

De-link option is available in the Local Tenant and can be used when a Global Configuration in a Local Tenant needs to be converted to Local Configuration and made editable.

In Form Builder, you can choose to de-link a specific custom attribute field such as General Area, Risks Area, Logs Area, etc. By delinking the custom attribute fields, the configuration can be editable for the Local Tenant.

To de-link a form in Local Tenant, perform the following steps:

Navigate to Admin > Basic > Infrastructure > Form Builder.
Select the Module Change Management. Click on any Local Tenant.
Select the Custom Attribute field to be delinked. Click EDIT to delink the configuration.

Figure: Edit configuration
On the Form Builder page, click DE-LINK. The system displays a message before delinking the configuration.

Figure: Delink configuration
The configuration will be delinked, and it can be edited. Click NEXT. The PREVIEW tab displays the preview of the custom fields created in the Form Builder.
Click SAVE to save the Form Builder configured. The configuration is only applicable to the Local Tenant.
Once the value is De-Linked from the Global Tenant to Local Tenant, the LIST page the value is represented by De-link icon.

Figure: Delink icon

Notes

All the Global Configurations are represented with a Grey Globe Icon .
All the delinked configurations are represented with delink Icon
When you hover over the De-link Icon, system will display a tool tip as “Global Configuration – Delinked.”
A Global value once Delinked cannot be Re-linked.