A user with the Request Admin permission can add additional forms to an existing contract request type template. For example, when a Schedule is added to a Master contract, the Schedule can be added to the template to capture the variable information in the Schedule.

A Request Admin permission can also change the order in which forms display in a contract request type template so that when a user makes a contract request using the template, the forms they are required to complete will display in the desired sequence.

Adding a Bundle Form

  1. Click the Gear Icon in the Navigation Toolbar, and click the Contract Request Types link in the menu.
  2. In the Request Type Browse screen, locate the request type, and click it to select it.
  3. In the Request Type Bundle Edit screen, click the icon to the left of the Bundle Configuration tab.
  4. When the screen refreshes:
    • Add the basic information for the new request form.
    • Design the request form by adding fields and information panels.
  5. (Optional) Add restrictions to the request form.
  6. (Optional) Link an existing additional form to the request form.
  7. (Optional) Write a profile rule to control the display of fields, forms, and additional forms when a user makes a contract request using the template.
  8. (Optional) Designate the request type template as Self-Service.
  9. Click the Bundle Configuration tab.
  10. Click Save.

Moving a Bundle Form

  1. Click the Gear Icon in the Navigation Toolbar, and click the Contract Request Types link in the menu.
  2. In the Request Type Browse screen, locate the request type, and click it to select it.

  3. In the Request Type Bundle Edit screen, locate the form you want to move.

    Tip:

    Tip: Forms in the bundle display as tabs to the right of the Bundle Configuration tab.

  4. Click the form, and then drag-and-drop it to the right (or left) to change its location in the bundle.
  5. Click the Bundle Configuration tab.
  6. Click Save.

Other tasks related to a contract request type template are adding restrictions to control when the template is available to a user making a contract request, linking the template to an existing additional form to capture additional information, and writing a profile rule to 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 as Self-Service.