Linking an Additional Form to a Contract Request Type
A user with the Request Admin permission can link an existing additional form to a contract request type template 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.
After linking the template to an existing additional form to capture supplemental information, you can add restrictions to control the availability of the template in making a contract request, add forms to the template for contracts that contain multiple document types, as well as reorder the sequencing of the forms, and write 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.
