Manage Form

Use the Mange Form page to display form attributes, modify the standard fields, and create or modify custom fields.

Element	Description
Regenerate View	Click to open the Regenerate View dialog box that lets you regenerate the form to allow users to provide additional information that might help the approver during the approval process. The Regenerate View dialog box provides the following options: Parent Form + Child Tables (Master/Detail): Select to generate the appropriate account form. The account form includes all multi-valued attributes irrespective of whether the forms represent an entitlement or not. Parent Form (Master): Select to generate the appropriate account form. The account form does not include any multi-valued attributes. Parent Form + Child Tables for Non Entitlement (Master/Detail): Select to generate the appropriate account form. The account form includes all multi-valued attributes that do not represent an entitlement. Generate Entitlement Forms: Select to generate the appropriate Entitlement forms. The entitlement form is generated only if the multi-valued attribute that represent an entitlement is complex. If the multi-valued attribute that represent an entitlement is scalar, then no form is generated. OK: Click to close the Regenerate View dialog box by applying the selected options. Cancel: Click to close the Regenerate View dialog box without applying the selected options.
Import/Export	Click to open the Import/Export field dialog box that lets you import and export fields to and from environments.

Element

Description

Regenerate View

Click to open the Regenerate View dialog box that lets you regenerate the form to allow users to provide additional information that might help the approver during the approval process. The Regenerate View dialog box provides the following options:

Parent Form + Child Tables (Master/Detail): Select to generate the appropriate account form. The account form includes all multi-valued attributes irrespective of whether the forms represent an entitlement or not.
Parent Form (Master): Select to generate the appropriate account form. The account form does not include any multi-valued attributes.
Parent Form + Child Tables for Non Entitlement (Master/Detail): Select to generate the appropriate account form. The account form includes all multi-valued attributes that do not represent an entitlement.
Generate Entitlement Forms: Select to generate the appropriate Entitlement forms. The entitlement form is generated only if the multi-valued attribute that represent an entitlement is complex. If the multi-valued attribute that represent an entitlement is scalar, then no form is generated.
OK: Click to close the Regenerate View dialog box by applying the selected options.
Cancel: Click to close the Regenerate View dialog box without applying the selected options.

Import/Export

Click to open the Import/Export field dialog box that lets you import and export fields to and from environments.

Fields

Use this tab to create and manage form fields.

Element	Description
Action	Select one of the following options from the Action menu: Create: Select to open the Select Field Type dialog box that lets you select a type for the field you want to create. Select a field type, such as Text, Number, Checkbox, Date, or Lookup, and click OK. Depending on the selected field type, the page for creating custom field is displayed. Edit: Select to edit the selected field. Depending on the type of selected field, the page for editing custom field is displayed. Refresh: Click to refresh the list of fields in the fields table.
View	Select one of the following options from the View menu: Columns: Select to display the options to show or hide columns, such as Display Label and Name, of the fields table. Select Show All to display all the columns. Select Manage Columns to open the Manage Columns dialog box where you can select the columns to be shown or hidden. Sort: Select to sort the fields in the search results table in ascending or descending orders. Select Advanced to open the Advanced Sort window that lets you select advanced sort options. Reorder Columns: Select to open the Reorder Columns dialog box that lets you rearrange the order of the visible columns.
	Click to open the Select Field Type dialog box that lets you select a type for the field you want to create. Select a field type, such as Text, Number, Checkbox, Date, or Lookup, and click OK. Depending on the selected field type, the page for creating custom field is displayed.
	Select to edit the selected field. Depending on the type of selected field, the page for editing custom field is displayed.
	Select to refresh the list of fields in the fields table.
	Click to group selected fields, or to manage groups of fields. If you click this icon by selecting one or more fields, then enter a new group name, select a group name from the drop down that appears, and click the Apply group on selected rows icon. Selecting <Ungroup> from the list, ungroups the fields in the specified group. If you click this icon without selecting any fields, then select one of the following options for managing group labels: Create new group: Select to create a group with two or more fields. Enter a group name, and click the Create icon to save the group. Delete group: Select to delete a group. Select the group name you want to delete, and then click the Delete icon. Rename group: Select to rename a group. Select the group name you want to rename in the From list, enter the new group name in the To box, and click Rename.
Search list	Select a field attribute by which you want to search one or more fields.
Search text box	Enter a field name that you want to search.
	Click to search the fields and display them in the fields table.
Show	Click and select one or more filters for displaying the fields in the fields table based on the state of the fields.
	Click in the Actions column for a particular field, and select one of the following options: Edit Field: Select to open the edit field page depending on the field type and modify the field. Deprecate: Select to deprecate the field so that it is no longer in use.

Child Objects

Use this tab to view and add child objects to form fields.

Element	Description
View	Select one of the following options from the View menu: Columns: Select to display the options to show or hide columns, such as Name and Description, of the child objects table. Select Show All to display all the columns. Select Manage Columns to open the Manage Columns dialog box where you can select the columns to be shown or hidden. Detach: Select to detach the child objects table in a separate window. Sort: Select to sort the child objects in ascending or descending orders. Select Advanced to open the Advanced Sort window that lets you select advanced sort options. Reorder Columns: Select to open the Reorder Columns dialog box that lets you rearrange the order of the visible columns.
Add	Click to open the Create New Child Object dialog box that lets you create child object for the open form. In the Name field, enter a unique name of the child object that you want to create. In the Description filed, optionally enter a description for the child object, and click OK.
Detach	Click to detach the child objects table in a separate window.