Configuring Procurement Module Using Form Builder

FORM DETAILS Tab

Module

Select the Module from the drop-down list.

Tenant

Select the Tenant from the drop-down list.

Procurement Category

Select the category to configure the attributes.

Display At

Select the tab where you want to show the Custom Fields.

• Additional information: If selected, all the controls become available under the ADDITIONAL INFORMATION tab of the NEW PURCHASE REQUEST and PURCHASE REQUEST DETAILS pages.
• Line Item: If selected, all the controls become available on ADD LINE ITEM pop-up page accessible under the LINE ITEM tab of the NEW PURCHASE REQUEST and PURCHASE REQUEST DETAILS pages. If Line Item is selected, the Configuration Name, Applicable To, and Active fields becomes available.

Configuration Name

Applicable To

Select the applicability from the drop-down list.

• All Products: If selected, the configuration becomes applicable for all the products.
• Selected Product(s): If selected, you have to specify the product in the Product(s) and Inherit fields.

Product(s)

Click the search button next to the Product(s) field and select the product(s) from the list.

Inherit

Select a value from the drop-down list.

• Selected Product(s): The configuration becomes applicable only for the selected products.
• All Child Products: The configuration becomes applicable for all the child products.

Active

If selected, the configuration becomes active.

FORM BUILDER Tab

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.
• No. of Columns: Select the number of columns that can be added under the group. You can add maximum 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. Page Size indicates the maximum number of fields allowed on a single page.

 It is only available for Additional Information.

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 text box field. For example, for User Name, use Text and 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.
• Mandatory: Select Purchase Request, Purchase order, or Contract Purchase Order to make the text box or text area a mandatory field on the ADD LINE ITEM pop-up page accessible under the LINE ITEM tab of the NEW PURCHASE REQUEST, PURCHASE REQUEST DETAILS, GENERATE PURCHASE ORDER, and PURCHASE ORDER DETAILS pages. You can select multiple with Ctrl+Select. If you select Line Item for the Display At field under the FORM DETAILS tab, this field becomes available on the form.
• 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 size of the field, Small, Medium, 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.
• Mandatory: Select Purchase Request, Purchase order, or Contract Purchase Order to make the check box a mandatory field on the ADD LINE ITEM pop-up page accessible under the LINE ITEM tab of the NEW PURCHASE REQUEST, PURCHASE REQUEST DETAILS, GENERATE PURCHASE ORDER, and PURCHASE ORDER DETAILS pages. You can select multiple with Ctrl+Select. You can select multiple with Ctrl+Select. If you select Line Item for the Display At field under the FORM DETAILS tab, this field becomes available on the form.
• 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.
• Mandatory: Select Purchase Request, Purchase order, or Contract Purchase Order to make the drop-down a mandatory field on the ADD LINE ITEM pop-up page accessible under the LINE ITEM tab of the NEW PURCHASE REQUEST, PURCHASE REQUEST DETAILS, GENERATE PURCHASE ORDER, and PURCHASE ORDER DETAILS pages. You can select multiple with Ctrl+Select. You can select multiple with Ctrl+Select. If you select Line Item for the Display At field under the FORM DETAILS tab, this field becomes available on the form.
• Size: Select the size of the field, Small, Medium, Large.
• Parent: Select the parent for this drop-down list. The values of this drop-down list depends upon the value selected in the Parent drop-down list.
• Options: Type in the values that should appear in the drop-down list. If a Parent drop-down list is selected, select the parent value and the corresponding value in this drop-down list.

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.
• Mandatory: Select Purchase Request, Purchase order, or Contract Purchase Order to make the date a mandatory field on the ADD LINE ITEM pop-up page accessible under the LINE ITEM tab of the NEW PURCHASE REQUEST, PURCHASE REQUEST DETAILS, GENERATE PURCHASE ORDER, and PURCHASE ORDER DETAILS pages. You can select multiple with Ctrl+Select. You can select multiple with Ctrl+Select. If you select Line Item for the Display At field under the FORM DETAILS tab, this field becomes available on the form.
• Size: Select the size of the field, Small, Medium, Large.
• Tooltip Text: Type in the tooltip text for the users to help them in selecting 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.
• Mandatory: Select Purchase Request, Purchase order, or Contract Purchase Order to make the number a mandatory field on the ADD LINE ITEM pop-up page accessible under the LINE ITEM tab of the NEW PURCHASE REQUEST, PURCHASE REQUEST DETAILS, GENERATE PURCHASE ORDER, and PURCHASE ORDER DETAILS pages. You can select multiple with Ctrl+Select. You can select multiple with Ctrl+Select. If you select Line Item for the Display At field under the FORM DETAILS tab, this field becomes available on the form.
• 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 number 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.
• Integer Only: 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 Email 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.
• Mandatory: Select Purchase Request, Purchase order, or Contract Purchase Order to make the e-mail a mandatory field on the ADD LINE ITEM pop-up page accessible under the LINE ITEM tab of the NEW PURCHASE REQUEST, PURCHASE REQUEST DETAILS, GENERATE PURCHASE ORDER, and PURCHASE ORDER DETAILS pages. You can select multiple with Ctrl+Select. You can select multiple with Ctrl+Select. If you select Line Item for the Display At field under the FORM DETAILS tab, this field becomes available on the form.
• 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 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.
• 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 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.
• Mandatory: Select Purchase Request, Purchase order, or Contract Purchase Order to make the price a mandatory field on the ADD LINE ITEM pop-up page accessible under the LINE ITEM tab of the NEW PURCHASE REQUEST, PURCHASE REQUEST DETAILS, GENERATE PURCHASE ORDER, and PURCHASE ORDER DETAILS pages. You can select multiple with Ctrl+Select. You can select multiple with Ctrl+Select. If you select Line Item for the Display At field under the FORM DETAILS tab, this field becomes available on the form.
• 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:

• Label: Type in the label name for the website field.
• Required: Select the Required check box to make the website field a mandatory field.
• Mandatory: Select Purchase Request, Purchase order, or Contract Purchase Order to make the website a mandatory field on the ADD LINE ITEM pop-up page accessible under the LINE ITEM tab of the NEW PURCHASE REQUEST, PURCHASE REQUEST DETAILS, GENERATE PURCHASE ORDER, and PURCHASE ORDER DETAILS pages. You can select multiple with Ctrl+Select. You can select multiple with Ctrl+Select. If you select Line Item for the Display At field under the FORM DETAILS tab, this field becomes available on the form.
• 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.

Search

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 price field.
• Required: Select the Required check box to make the price field a mandatory field.
• Mandatory: Select Purchase Request, Purchase order, or Contract Purchase Order to make the search a mandatory field on the ADD LINE ITEM pop-up page accessible under the LINE ITEM tab of the NEW PURCHASE REQUEST, PURCHASE REQUEST DETAILS, GENERATE PURCHASE ORDER, and PURCHASE ORDER DETAILS pages. You can select multiple with Ctrl+Select. You can select multiple with Ctrl+Select. If you select Line Item for the Display At field under the FORM DETAILS tab, this field becomes available on the form.
• 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.

Label

Click Label to add a field to label field. Type in the required values for the following properties:

• Label: Type in the label name for the label field.
• Required: Select the Required check box to make the label field a mandatory field.
• Mandatory: Select Purchase Request, Purchase order, or Contract Purchase Order to make the label a mandatory field on the ADD LINE ITEM pop-up page accessible under the LINE ITEM tab of the NEW PURCHASE REQUEST, PURCHASE REQUEST DETAILS, GENERATE PURCHASE ORDER, and PURCHASE ORDER DETAILS pages. You can select multiple with Ctrl+Select. You can select multiple with Ctrl+Select. If you select Line Item for the Display At field under the FORM DETAILS tab, this field becomes available on the form.
• 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 value for this field.

Group Templates

The Group Templates section displays the Groups saved using the Save group as template button. It is only available for Additional Information.

Form Templates

The Form Templates section displays the Forms saved using Save as template button. It is only available for Additional Information.