Create dynamic form

To configure Dynamic Forms:
  1. Click Dynamic Forms on the left panel.
    Figure 1. Dynamic Forms
  2. Click the Add icon next to the search field and click Create New Form.
    You can also create a Form using an existing template.
  3. In the Create Form popup window, enter this information:
    Table 1. Create Form attributes
    Field Description
    Form Name Unique ID or name to identify the form.
    Form Title Name of the Form shown on application UI.
    Form Type Type of Form like Single or Multi level.
    Attributes Select the attributes like Plant, Order Type and Material for which the Form is applicable. Depending on the values you select, app filters the forms list shown to the field technician. .
  4. Click Create.
    Figure 2. Dynamic Form Fields
  5. On the Create New Form Fields pane, enter this information:
    Table 2. Dynamic Forms configuration attributes
    Field Description
    Field Key Unique identifier for the form to perform validations.
    Valid From Date from when the Form parameters are applicable.
    Valid To Date after which the Form parameters are not valid.
    Version Version number of the Form.
    Section Name Select the Section where the field appears on the form. Section contains a group of fields that share the same purpose, for styling and organization of form data.
    Section Position Position of Section on the Form layout.
    Reference Field Select Reference field for the form field. Reference field defines relationship between fields like defining Currency units related to Quantity values.
    Sub-Form Name To maintain navigation inside the form and it is maintained same as forms.
    Field Label Enter the text to be shown on the application UI.
    Field Position Position for the field compared to other fields on the form.
    Placeholder Text to describe the field like type or description.
    Field Type Element type for form field like Dropdown, text field.
    DD Dependency Fields Select the Dependent field on the transaction screen that facilitates filtering of the field values.
    Note: Displayed only if the Field Type is set to DD - Drop Down or ID - Input Dropdown.
    DD Values Values for dropdown form elements in json format.
    Dropdown Table Source table from where the dropdown field values are populated.
    Active To show/hide the field on the form.
    Overview Enable/disable the form field in Overview section of the transaction screen.
    Detail Enable/disable to show the form field in Detail section of the transaction screen.
    Default Value Value to be populated in the form field.
    Field Instruction User instructions relevant to the field.
    Field Color Defines the color of the field on the Form in the UI.
    Mandatory To show the extension as Mandatory field on the transaction screen.
    Follow up Indicator To mandate the follow-up process for this Form.
    Validation Required To configure validation rules for the form field.
    UI Validation Specify the validations for user entered values.
    Note: This field is displayed only if the Validation Required is enabled.
    UI Validation Message Enter the alert message to be displayed if the UI validation is applicable.
    Note: This field is displayed only if the Validation Required is enabled.
    API Type Indicates the type of data source such as RFC, BOR, ODATA services. Currently we support only RFC, BOR.
    System Name Origin of the data source like SAP ECC and CRM.
    API Name Data provider that carries the data sets of the API.
    API Field Name of the field in the data source to be associated with form field.

    For example, you would want to retrieve Vendor details based on the Purchasing Document. Here, Vendor field is the API Field.

    API Keys Indicates the relation between API and the document.

    For the API field (Vendor), Purchasing Document is the API Key field.
  6. Click Create.