Creating a Smart Form

In this demonstration, you will create a smart form for business cards requests.

You will also assign the smart form to the Office Supplies category for catalog browsing.

Steps:

1. Begin by navigating to the Manage Smart Forms page.

    

   Click the Manage Smart Forms link.

   Step 1

2. Click the Create button.

   Step 2

3. In this demonstration, Procurement BU, Smart Form name and Instruction Text were entered for you.

    

   Instruction text will be displayed with the smart form, to assist Self Service Procurement users in completing the business card request.

   Step 3

4. Add Keywords to the smart form. When Self

   Service Procurement users perform a shopping search, smart forms that contain keywords that match the string will be returned in the search results.

    

   Enter keywords separated with a space.

   Step 4

5. Enter the desired information into the Keywords field. Enter

    a valid value
    e.g.
    "Business Cards NameCards"
   .
   Step 5

6. The Image URL was entered for you.

    

   The Image URL specifies an image for the smart form when it is displayed in Self Service Procurement shopping search results.

    

   Tab out of the Image Preview field to preview image.

    

   Press [Tab].

   Step 6

7. The image is displayed.

   Step 7

8. Click the Line Type list.

   Step 8

9. Click the Goods list item.

   Step 9

10. Click in the Item Description field.

    Step 10

11. Enter the desired information into the Item Description field. Enter

     a valid value
     e.g.
     "Business Cards"
    .
    Step 11

12. The Restrict to Browsing Category, Quantity, UOM, Price, Currency, and Agreement Number were entered for you.

    Step 12

13. You can prevent Self Service Procurement users from modifying defaulted values when creating the request.

     

    For example, you can uncheck the User Editable checkbox for Agreement to prevent users from changing the source agreement when submitting a business card request.

    Step 13

14. Assign an information template to this smart form in the Information Templates Assignments table.

     

    Click the Select and Add button.

    Step 14

15. Click the Info Template row header.

    Step 15

16. Click the Apply button.

    Step 16

17. Click the Done button.

    Step 17

18. Assign the smart form to a category for catalog browsing.

     

    Click the Select and Add button.

    Step 18

19. Enter the desired information into the Category Name field. Enter

     a valid value
     e.g.
     "office"
    .
    Step 19

20. Click the Search button.

    Step 20

21. Click the Office Supplies row header.

    Step 21

22. Click the Apply button.

    Step 22

23. Click the Done button.

    Step 23

24. Click the Save and Close button.

    Step 24

25. The smart form was created.

     

    Click the OK button.

    Step 25

This concludes the demonstration for creating a smart form.

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