Setting Up The System To Enable Forms Processing

This table describes all objects that must be defined as part of the forms processing setup process. It lists the order in which objects should be defined. It also identifies the other objects that are associated with or referenced by each setup object, thus providing a useful map of the relationships between objects in the system.

Seq

Object

Description

Prerequisite

Associated With / Referenced By

Admin Submenu

1

Form Type

Type of form

Obligation Type

Form Section, Form Line, Child Form Types, Valid Obligation Types, Tax Form, Registration Form, Form Upload Staging Type

Form Type

2

Form Section

Section of a form type

Form Type

Form Type, Form Line

Form Type

3

Form Line

A line in a section. Defines the type of information captured / displayed on the line

Form Section

Form Type, Form Section, Field, Lookup Field

Form Type

4

Form Change Reason

Predefined reasons for changes to information on the form

Form Type

Form Change Reason

5

Form Rule Group

A logical grouping of form rules

Form Type, Form Rule

Form Rule Group

6

Form Rule

Defines how information on the form is processed

Form Rule Group

Form Rule Group, Registration Form Exception, Tax Form Exception

Form Rule

7

Form Source

Predefined sources of forms

Tender Source

Tender Source, Form Upload Staging Type, Form Batch Header, Form Upload Staging, Tax Form, Registration Form

Form Source

8

Form Upload Staging Type

Type of form upload staging record

Form Source, Form Type

Form Source, Form Type, Form Batch Header, Form Upload Staging

Form Upload Staging Type