- Maintaining eForm Types
- Maintaining eForm Types
- Begin by navigating to the
- Maintain eForm Types
- page.
- You have completed the
- Maintaining eForm Types
- topic.
- Use the
- Maintain eForm Types
- page to add eForm types, and make them available when creating an eForm approval request.
- Use the
- Import Seeded Web Forms
- button
- to import the web forms shipped with EFM.
- Note:
- To see the shipped web forms in an approval request, import the seeded web forms prior to using Oracle EFM. If you import the shipped web forms after you design your own forms, the shipped web forms overwrite your forms.
- First, add an eForm type to a department and category.
- A
- Lookup Code
- can be upper or lower case.
- There are two types of routing patterns,
- parallel
- and
- serial.
- Parallel
- routing sends the eForm approval request to all approvers in the routing list, at the same time.
- Serial
- routing sends the eForm approval request to each approver in the routing list, in order as they are listed.
- Save the eForm type.
- For this eForm type, create a new eForm.
- Save the eForm type with the web form.
- Next, modify the web form.
- There are two types of delete, a hard delete and soft delete.
- A hard delete removes the eForm type from the database table, provided it is not used in an approval request.
- In this example, we are going to delete the
- New Home Policy
- eForm type which has already been selected.
- Confirm you want to delete this eForm type.
- Use the
- Add Form Type for
- Name
- dialog box to define a lookup code and name for the new eForm type.
- Edit Routing
- permits the submitter to edit the routing pattern or approvers list when creating an eForm approval request.
- Use the
- Design eForm for
- Name
- page to design a new eForm with web forms. This page opens in a new window.
- For information on creating web forms, see "Working with Web Forms," in
- Oracle Fusion Middleware Business Process Composer User's Guide for Oracle Business Process Management
- .
- The
- New Home Policy
- eForm type and web form are now added.
- Once a web form is added to an eForm type, it is assigned a unique ID.
- Use the
- Import eForm
- button to import predesigned web forms for an eForm type.
- Note:
- To import a web form, ensure it is in a zip format.
- Edit the web form as necessary. In this example, a field for phone number has been added.
- Use the
- Checklist
- tab to add a checklist for this eForm type. An approver must complete this checklist prior to approving an eForm approval request.
- Use the
- Routing
- tab to add a list of approvers for this eForm type.
- Close the web forms window, and return to the
- Maintain eForms Type
- page to save the eForm type.
- Add checklist items as necessary. In this example, a checklist has been added for you.
- Add approvers as necessary. In this example, approvers have been added for you.
- Close the web forms window, and return to the
- Maintain eForms Type
- page.
- Saving a web form makes it available when creating an eForm approval request.
- The
- New Home Policy
- eForm type is now deleted.
- Design the web form as necessary. In this example, a web form has been created for you.
- A soft delete inactivates a lookup type code already used in loan applications. Inactivated codes are not displayed as options for creating or reviewing loan applications.
- Next, perform a soft delete on the
- Client Long Term Claim Form
- eForm type.
- Next, copy an eForm type.
- Select the eForm type you want to copy.
- The
- Client Long Term Claim Form
- eForm type
- is now inactive.
- The eForm type
- NB
- has been copied.
- Allow Public Access
- enables the eForm to be visible on the public UI.
- Approver Edit
- eForm
- permits approvers to make changes to the eForm.
- Importing shipped web forms
- Original Path
- Adding an eForm type
- Importing an existing web form
- Creating a web form
- Modifying a web form
- Deleting an eForm type
- Copying an eForm type
- Links
- Maintain eForm Types
- Manage eForms
- Collapse Pane
- Expand
- Homeowners Insurance
- Add
- Lookup Code
- Display Value
- Display Value
- OK
- Due Date Lead Time Days
- Routing Pattern
- Serial
- Save
- Design eForm
- Save
- Edit eForm
- Save eForm
- OK
- Delete
- Yes
- Due Date Lead Time Days
- Checklist
- New Home Policy
- Routing
- OK
- Save eForm
- Save
- Client Long Term Claim Form
- Active
- Save
- Canada
- 2013 New Brunswick Personal Tax Credits Return English
- Copy
- OK
- OK
- Save
- Display Value
- eForm types are eForm type codes that you can associate web forms, routing patterns, and checklists. These eForm types are used when creating an eForm approval request. eForm types are organized under the departments and categories specified in the
- Maintain Departments and Categories
- Notification of Change in Service Member Official Records
- DD214
- IT Change Request
- Client Long Term Claim Form
- Parade Request Form
- Badge Request
- You can add additional eForm types to meet your organization's needs.
- In this topic, you will modify an eForm type.