The upper form design has the following tabs:
- General tab (Company Workspace > Admin mode > uDesigner > Business Processes > open BP> Upper Forms > select form > Properties > General tab)
- Options tab (Company Workspace > Admin mode > uDesigner > Business Processes > open BP> Upper Forms > select form > Properties > Options tab), except for the RFB: Options tab (Company Workspace > Admin mode > uDesigner > Business Processes > open RFB BP> Templates or Requestor or Bidder > Upper Forms > select form > Properties > Options tab).
Note: The following applies to both Workflow and non-Workflow type BPs.
The General tab has the following fields:
- Name
- Description
- View Form
- Action Form
The Options tab has the following fields, based on the BP type:
- Cost-type BP
- Document-type BP (With Folders)
- Document-type BP (Without Folders)-Upper Form
- Document-type BP (Without Folders)-View Upper Form
- Line Item type BP (Action Form)
- Line Item type BP (View Form)
- Request for Bid type (RFB-type) BP
- Simple-type BP
- Text-type BP
- Project/Shell Creation
- Resource
The following explains the Options tab for each BP type.