Upper Form Options for RFB BP

The following explains the options for:

  • Upper Form Options for RFB BP (Action Form)
  • Upper Form Options for RFB BP (View Form)

Upper Form Options for RFB BP (Action Form)

Attachments block

Attachments

  • Add Attachments to record
  • Remove Attachment from record

Source for Record and Line Item Attachments

  • Document Manager

    This option is not available for Request for Bid (RFB) Bidder type BP upper form.

  • My Computer

    Publish to Document Manager

    • Republish if Publish Path is different from current Location

      When the user selects Document Manager, the Republish if Publish Path is different from current Location sub-option becomes available.

      This option is not available for the Text-type BPs (since these types of BPs do not support attachments) and for Request for Bid (RFB) Bidder type BP upper form.

      • Move
      • Copy
      • Automatically select all existing Record and Line Item Attachments for Republish

Document Manager Attributes for Record and Line Item Attachments

  • Update attributes for already published documents

Line Items block

Left pane:

Names of the line items.

Right pane:

  • Hide current tab
  • Allow Add/Remove/Copy line items
    • Allow attachments to line items
  • Allow modifying line items only

Upper Form Options for RFB BP (View Form)

Attachments block

No fields in this block.

Line Items block

Left pane

Names of the line items.

Right pane:

  • Hide current tab

Bids block

  • Do not allow viewing received bids

Proposal Management after bid closure block

  • Hide Proposal Management tab