Form Designer

The scenarios documented for Form Designer encompass both real-time and hypothetical situations, enabling you to envision how the functionality is put into action, thereby enhancing its relatability and accessibility.

This section comprises the following use-cases:

• Create a Tab
• Create Sub Forms
• Append a Sub Form

Create a Tab

Goal
Add a tab named Checklist on Manage Incident form to manage the incident effectively.

Scenario

NovaTech is a big organization that offer services and solutions to manage and support IT services. There is an incident logged for an access issue on shared network drive. Sam the Application Designer wants to introduce a structured set of inquiries to assess the nature of incident before proceeding with next steps. The inquiries are as follows.

• Checked windows update and suggested any critical updates and impact? 
• Backed up Namespace Configuration?
• Are relative Logs checked and update? 

User Persona
Application Designer

Solution 

A Checklist is to be introduced on Manage Incident form along with other tabs General, Messages, Solution, where the incident details are already logged. This tab be next to Solution tab and will have the above set of questions with a drop-down value of Yes and No.

Steps

To achieve the goal, perform the following steps:

1. Navigate to Design Studio > Form Designer. The Form Designer list page is displayed.
2. Open the Manage Incidents form by clicking on form ID hyperlink. Navigate to the Design tab.
3. Navigate to the panel (70:30) where the other tabs such as General, Solution, Messages are defined. Click + sign to add one more tab. Click gear icon to configure the properties of the tab. Configure the properties as defined below:
   
   Properties
   Title – Checklist
   Icon Position – Left
   Sort Order – 4 (To place the order of Checklist tab as 4 in the panel
   
   Appearance
   Font Type – Default System Font
   Font Size – 16
   
   
4. Click Save. It will save the configured properties of Checklist tab.
5. Drag and drop the Splitter (70:30) from Layouts. Drag and drop three Multi Choice controls under Form Controls. Configure the properties as follows using the gear icon:
   
   Multi Choice control 1:
   Properties > General > Title - Checked windows update and suggested any critical updates and impact?
   Data Source tab > Data Source drop-down > Manual
   Label - Yes
   Value - Yes
   Font Color – Black
   Active – Select this check box 
   
   Multi Choice control 2:
   Properties > General > Title - Backed up Namespace Configuration?
   Data Source tab > Data Source drop-down > Manual
   Label - Yes
   Value - Yes
   FontColor – Black
   Active – Select this check box
   
   Multi Choice control 3:
   Properties > General > Title - Are relative Logs checked and update?
   Data Source tab > Data Source drop-down > Manual
   Label - Yes
   Value - Yes
   FontColor – Black
   Active – Select this checkbox
   
   
6. Click Next to move to next stepper.
7. Click Submit after reaching to the last stepper. Save the Manage Incident form with the modifications.
   
   

Create Sub Forms

Goal

Add a Shared Folder Access catalog as a Sub Form to Manage Service Request Main Form.

Scenario

In NovaTech organization, they want to organize the data while logging an SR for Share Folder Access in a modular and smaller section for better user experience. The Application Designer Sam is to create a Sub Form named Shared Folder Access which is related to the Manage Service Request main form. He needs to create this Sub Form under the category as Services/PC Related Services. It should be available as one of the catalog in the list of catalogs as soon while raising an SR for Information Technology department. 

User Persona

Application Designer

Solution 

A new form with Form Type as Transaction Form > Sub Form, Form Mode as Write, Tenant as Information Technology is to be introduced for Parent Form as Manage Service Request for Category as Services/PC Related Services. 

Steps

To achieve the goal, perform the following steps:

1. Navigate to Design Studio > Form Designer. The Form Designer list page is displayed.
2. Click New to create a new form. 
3. Configure the General tab with following values for the respective attributes:
   
   Name: Shared Folder Access
   Domain: ACME
   Sub Domain: ZACME
   Form Type: Transaction Form > Sub Form
   Form Group: Catalogue Forms
   Form Mode: Write
   Parent Form: Manage Service Request
   
   
4. Fill in the required details on the next steppers and click Save.

Append a Sub Form

Goal

Add a Mediclaim Request catalog which has common field components similar to Request Employee Profile Update catalog, under the Application Group - Human Resource within Service Request module.

Scenario

The HR Department at NovaTech organization aims to streamline the creation of a new catalog named Mediclaim Request by leveraging an existing catalog (Request Employee Profile Update) with common fields and layouts.

The following infographic depicts the common and new fields:

Team wants to avoid repetitive tasks by eliminating the need to add common components and layouts repeatedly. Also, the new catalog should accommodate specific requirements and validations as described below:

1. Mandatory Field Validation - The Date of Birth (DoB) must be a mandatory field.
2. Field Length Validation - Insurance Plan Name must not accept characters more than 50.
3. Location-based Access Control - This catalog must be visible to only India-based employees. 
4. No Code Validations - It should be easy to add without writing any java script or backend intervention.
5. Scalability - Easy addition and modification of the appended fields. 
6. Compliance - The appended fields should not disturb the already existing fields.
7. Common Fields Replication - The layout of the new catalog should be similar to the existing catalog and should not be re-designed by the Application Designer.
8. Security - The Date of Birth must be visible to only Requestor. 

User Persona

Application Designer

Solution 

Create a new Transaction Form > Sub Form using the Use Existing Form under the same application group Human Resource. Make use of Form Controls properties such as Validations, Security, General, and Appearances tab. 

Steps

To achieve the goal, perform the following steps:

1. Navigate to Design Studio. Select Module as Service Request. 
2. Select Form Designer. The Form Designer list page is displayed.
3. Click New. The Create Form pop-up is displayed. Select Use Existing Form.
4. Select the Application Group tab as Human Resource. 
5. Select the Request Employee Profile Update Sub Form and click Use Form. The Form Designer stepper UI is displayed with the first stepper General.
6. Configure the General tab with the following values for the respective attributes:
   
   

   Field Name	Values
   Name	Mediclaim Request
   Description	Raise your request for mediclaim
   Form Table	Text
   Table	Extends from Existing Table
   Table Name	This table name (Mediclaim Request) will be extended table to srm_d_requestemployeeprofileupdate table (Request Employee Profile Update).

7. Click Save and click Next. The Design Form stepper screen is displayed.
8. Drag and drop the Short Text form control under Controls > Form Controls. Configure the properties as shown in the below table:
   
   

   Field Name	Values
   General
   Title	Insurance Name
   Sub Title	Enter your insurance name
   Render As	Text
   Edit Mode	Write
   Validations
   Tenant	Human Resource
   Insurance Name	Less Than 50 characters
   When	Every Time

9. Drag and drop the Date Picker form control under Controls > Form Controls. Configure the properties as shown in the below table:
   
   

   Field Name	Values
   General
   Title	Date of Birth
   Sub Title	Enter your date of birth
   Render As	Text
   Edit Mode	Write
   Validations
   Tenant	Human Resource
   Date of Birth should be	Mandatory
   When	Every Time
   Security
   Restrict Field Access	Enabled
   Criteria	By Role
   Persona	End User
   View	Enabled
   Edit	Enabled

10. Click Save and click Next. We will take default configurations for Mapping, Sequence Generator, Design List View, Summary.
    
    

    Field Name	Values
    Status	Published
    Publish To > Add Filter Set
    Field	Location
    Operator	Is
    Value	Bangalore

11. Click Submit. The new catalog is created.