Overview

Forms are used for a Questionnaire type input of Part Requirements. A Part Requirement Form is loaded when users upload parts into the Basket.

Structure of Forms

You can think of a Form as a collection of Properties and their arrangement. There are several elements with which you can organize a Form. The hierarchy of elements is as illustrated in the following graphic.

Open

Hierarchical composition of Forms with all structuring elements in the admin panel

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The UI does not yet show Form Steps and Form Step Groups

Form

The main component for collecting Part Requirements. A Form is a collection of Form Steps.

Form Step

Collection of Form Step Groups. Only for UI structure – no functional impact.

Form Step Group

Grouping of Properties. Only for UI structure – no functional impact.

Property

Properties are fields that can be added to Part Requirement Forms. Users can provide input to these fields when uploading parts in the Basket and filling out a Part Requirement Form.

Defining Forms

Forms are defined in the admin panel at

Administration Panel > B3_FORMS2 > Forms.

The following fields are available for configuration

Name

The name of the form. The form name is also shown while filling out Part Requirements in the Basket.

Description

Additional description, also shown while filling out Part Requirements in the Basket.

Form Steps

Each form needs to have at least one Form Step. You can add them directly during the Form configuration. Once enabled in the UI, a Form Step’s Name and Description will be displayed on the Part Requirement Form in the Basket. Through Sort priority you can order Form Steps relative to each other.

To configure the content of a Form Step the easiest is to navigate down via Change

The configuration of Form Steps is basically equivalent to the configuration on the Form level. Form Steps have two additional fields:

Form Step Group

Within Form Step Groups we can add any number of properties. Properties are only linked and must be created in the Properties section of the admin panel. See Properties.

The following fields are available for the configuration of Properties within Form Step Groups.

Property

Select a Property from the list of defined Properties. For creating new Properties, see Properties.

Sort priority

Defines the relative order of items in the UI. E.g. an item with Sort priority = 100 is displayed before an item with sort priority = 110.

Display

Decide how the property should be displayed during data input. Only choices corresponding to the respective property type are valid.

Required

Makes user input for this property mandatory. Users cannot complete or save a form if the input is missing.

Removing items from a Form

To remove an element from a Form, select the Delete checkbox next to the item you want to remove and confirm the deletion through saving, e.g. Save and continue editing.

Alternatively, navigate to the respective item and use the Delete button.