Upper Form Options

For each type of BP, there are two types of Upper Forms sub-nodes. One 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.

To access the Upper Forms sub-node that is under the Requestor node for most BPs:

  1. Go to the Company Workspace tab, and switch to Admin mode.
  2. In the left Navigator, select uDesigner, and then select Business Processes.
  3. Open the applicable BP.
  4. In the left Navigator, select Upper Forms.
  5. Select the applicable form.
  6. From the toolbar, select Properties.

    The upper form design has the following tabs:

    • General tab
    • Options tab

To access the Upper Forms sub-node that is under the Requestor node for the RFB BP:

  1. Go to the Company Workspace tab, and switch to Admin mode.
  2. In the left Navigator, select uDesigner, and then select Business Processes.
  3. Open the applicable RFB BP.
  4. In the left Navigator, select Templates, Requestor, or Bidder; and then select Upper Forms.
  5. Select the applicable form.
  6. From the toolbar, select Properties.

    The upper form design has the following tabs:

    • General tab
    • 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.