View All Smart Forms

View all the smart forms you have access to in one place in the Redwood Self Service Procurement application.

Before this update, you had to either search for or browse through various categories to find specific smart forms.
With this feature, all the smart forms you have access are displayed in a single, easy-to-navigate layout, reducing the time spent searching for them.

Smart Forms Menu Item

The Smart Forms page displays all forms you have access based on your current active preferences, sorted alphabetically by name.

View All Smart Forms

Search
You can search and refine your results across smart forms using any of these attributes: Name, Keywords, Description, Category, Manufacturer, Manufacturer Part Number, Supplier, Supplier Item, and Agreement.

Search for Smart Forms

Steps to Enable

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Procurement

If you want to use the View All Smart Forms feature, then you must opt in to one or both of these features:

• Enable the Redwood Version as the Default Self Service Procurement Application: Makes the Purchase Requisitions (New) work area available to all your users, and hides the Purchase Requisitions work area from all your users.
• Procure Goods and Services Using the Redwood Self Service Procurement Application: Keeps the Purchase Requisitions work area available to all your users, and makes the Purchase Requisitions (New) work area available to the users who are assigned this privilege: Manage Requisition with the Redwood Self Service Procurement Application (POR_MANAGE_REQ_WITH_PWA_PRIV).

If you’ve already opted in, then you don’t have to opt in again.

Tips And Considerations

• You can bookmark the Smart Forms page using the browser's bookmark option to launch it directly.
• You can scroll through and view up to 500 smart forms at a time. However, the search function scans all smart forms so even if a form isn't currently visible, it will appear in your search results if it matches your query.
• You can hide the Smart Forms action using the Show Smart Forms Action on Home Page property in the Oracle Visual Builder Studio.
• You can show guided journey on the smart forms page using the Smart Forms Guided Journey Code and Smart Forms Guided Journey Task Codes properties in the Oracle Visual Builder Studio.

Key Resources

• If you are enabling the Redwood Self Service Procurement application for the first time, then you must set up the Elastic Search to see the smart forms. To setup the Elastic Search follow the steps documented in the Set Up Elastic Search for Catalog Shopping topic.
• To know how to provide the required privileges to your requesters to use your own configured role instead of the Requisition Self Service User role, refer to the Privileges Required for a Predefined Role for a Requisition Self Service User topic.
• For more information on how to enable a guided journey for Redwood pages, refer to the Enable a Guided Journey for Redwood Pages topic.
• For information about using Oracle Visual Builder Studio to extend your Redwood application pages, see Oracle Fusion Cloud HCM and SCM: Extending Redwood Applications for HCM and SCM Using Visual Builder Studio.

Access Requirements

Users who are assigned a configured job role that contains this privilege can access this feature:

• Manage Requisition with the Redwood Self Service Procurement Application (POR_MANAGE_REQ_WITH_PWA_PRIV) to access the Redwood Self Service Procurement application.

NOTE: This privilege isn’t required if you have opted in to the Enable the Redwood Version as the Default Self Service Procurement Application feature to access the Redwood Self Service Procurement application.

This privilege was available prior to this update.