Upper Form Options
For each type of BP, there are two types of Upper Forms sub-nodes. On Upper Forms sub-node is under the Templates node, and the other Upper Forms sub-node is under the Requestor node. Both Upper Forms have the same tabs and fields. The following explains the Upper Forms sub-node that is under the Requestor node.
The upper form design has the following tabs:
- General tab (Company Workspace > Admin mode > uDesigner > Business Processes > open a BP > Upper Forms > select a form > Properties > General tab)
- Options tab (Company Workspace > Admin mode > uDesigner > Business Processes > open a BP > Upper Forms > select a 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:
In the General tab, enter a valid upper form name in the Name field, provide a brief description, and specify whether this will be an action form (Action Form) or a read-only view form (View Form).
- Name (contains the name of the upper form)
- Description (contains a brief description for the upper form)
- View Form (indicating a read-only view form)
- Action Form (indicating an action form)
The Options tab has the following fields, based on the following BP types:
- Cost
- Document
- Test
- Line Item
- Simple
- RFB
- Resource
- Resource Booking
- Timesheet
- Project/Shell Creation
- Simple
- Line Item
The following explains the Options tab for each BP type, above.
In This Section
Upper Form Options for Cost BP
Upper Form Options for Documentation BP
Upper Form Options for Line Item BP
Upper Form Options for Simple BP
Upper Form Options for Text BP
Project/Shell Creation-Type Upper Forms
Last Published Monday, June 3, 2024