Download page Linking an Additional Form to a Contract Request Type.
Linking an Additional Form to a Contract Request Type
A user with the Request Admin permission can link an existingadditional formto acontract request typetemplate to capture the additional information needed when a user makes a contract request using the template. During the request process, the user must not only provide the information in the fields of the contract request type form, but also the information requested by the linked additional form.
Click theGear Iconin theNavigation Toolbar, and click the Contract Request Types link in the menu.
In the Request Type Browse screen,locatethe request type, and click it to select it.
In the Request Type Bundle Edit screen, click the tab to the right of theBundle Configurationtab. The name of the tab will vary since it reflects the name the Request Admin provided in theRequest Namefield whendesigning the request form.
When the screen refreshes, click theAdditional Formstab.
Locate the additional form you want to link.
Select the form'sAvailablecheck box to link the form to the template and make the fields in the form optional when a user makes a contract request using the template.
Select the form'sRequiredcheck box to link the form to the template and make the fields in the form required when a user makes a contract request using the template.
Click theBundle Configurationtab.
ClickSave.
After linking the template to an existing additional form to capture supplemental information, you can addrestrictionsto control the availability of the template in making a contract request, addformsto the template for contracts that contain multiple document types, as well as reorder the sequencing of the forms, and write aprofile ruleto control the display of fields, request forms, and additional forms when a user makes a contract request using the template. For contract requests that do not need approval, you can designate the request type template asSelf-Service.