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Overall Steps in Designing a Form

Here is an overview of the steps involved in designing a form:

Note: Oracle recommends that you have a draft of each form at hand; this will make creating the form easier.

1. Designing an Upper Form.
   • Name the form.
   • Specify what the user can do with this form.
   • Add content to the form (blocks and data fields).
   • Include formulas for appropriate fields.
   • Auto-populate fields, if appropriate.
   • Add linked elements from shell attribute forms, single record BPs, or activity sheet.
2. Designing Detail Form, if appropriate. Include optional features:
   • Adding an Item Log to a Detail Form
   • The information entered into this list appears at the bottom of a form.
   • Starting Detail Forms for Multiple Tabs
   • These tabs are an effective way to organize business data into separate line item lists.
   • Adding a Text Entry Area to a Form (for a Text business process)
   • The information entered into this form, such as meeting minutes, appears at the bottom of the form.
   • Adding a Response List to a Text Business Process (for a Text business process)
   • The information entered onto this list, such as text comments or file attachments, appears at the bottom of the form
   • Selecting Fields for an Email Notification
   • Select fields to include on email notifications to employees who are out of the office regarding workflow tasks.
   • Selecting Fields for Unifier on Mobile App
   • Select fields to include on mobile devices for users who are working out of the office.
   • Auto-Creating a Record or Line Item from a Form
   • Automatically create a new record or line item based on a condition, such as a dollar amount; a frequency, such as a daily or weekly time frame; or both a condition and a frequency.
   • Adding a Reference Process to Auto-Populate Data for any form that uses a BP picker or line item picker.
   • Reference processes populate the fields on the picker.
   • Other features, such as maps, Validating Field Values, Adding Formulas to Fields, Updating Records Using Reverse Auto-Population, and Auto-Populating Fields linking fields from Shell Attribute forms, or single record Business Processes.

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Last Published Monday, June 3, 2024