Creating New Search or Result Forms

About Creating New Search or Result Forms

Out-of-the-box, numerous forms are available for searching, editing, and viewing results. However, you may find it necessary to modify existing forms, or create your own forms, based on the needs of your company, or your department. You can modify or create forms using the Forms Editor application of the Administration Desktop. For general information about the Forms Editor, refer to Forms Editor.

When Creating New Search or Result Forms

  • Creating a new form, or modifying an existing form within Forms Editor requires access to the Administration Desktop, which requires that you have administrative privileges.
  • To create a new form, open an existing form and save it with the name of the new form. Then, modify the attributes on that form, but do not remove any attributes.
  • You must pull attributes from other classes or categories into your form using the Navigator View button in the toolbar. Once you have included the attributes from other categories in your form, then you can modify those attributes.
  • When you create a new form, you must also create a new entry in the Advanced Configuration class.
  • After you have created your new form and the new entry in the Advanced Configuration class, you must either restart the server, or clear the server cache in order to view your new form.
  • Company-related forms cannot be modified.

How to Create New Search or Result Forms

This task explains how to create new search or result forms.

  1. Log on to the CES Administration Desktop application.

    The CES Administration Desktop window appears.

  2. In the Solutions pad, select Administration Desktop.

    The Applications pad is expanded.

  3. In the Applications pad, select Forms Editor.

    The Browser View window appears.

  4. Find the Supplemental Information class in the Browser View window. In the Form Name drop-down list, select Supplemental Information : DEFAULT and click the Edit Form button.

  5. In the Edit Form View you see a list of class properties, a list of those properties included in the Search form for this class, and a list of those properties included in the Results or Edit form.

  6. Click the Navigator View button in the toolbar. In the Navigator pane, browse to the class from which you wish to include properties in this form.
     

  7. Once you have decided on the class from which to get properties, double-click the desired class. The Option window appears. Select Add related properties to current tab and click OK.

  8. Notice that the first list now contains the properties of the class you just selected. The next two lists still contain the properties included in the Search form of this class and the Results or Edit form for this class.

  9. Select the properties you wish to include and click the right-arrow. If both the Search box and the Results/Edit box are checked, then both lists are updated with the properties you just selected. If only one box is checked, then only that list will include the selected properties.

  10. After you have added all the necessary properties, click Save As. The Save As window appears. Enter the name of the new form and click Save.

  11. Back in Edit Form View, click the button and click Advanced.

  12. In the Advanced window, select all users or user groups that should have access to this new form and click Add User or Add Group. When you have added all necessary users or groups, click OK.

  13. Since you have created a new form, you must create a new entry in the Advanced Configuration class. On the Applications pad, select Power Search. Search for Advanced Configuration.

  14. With Advanced Configuration selected, click View Items. Click the Insert button to add a blank line for your new entry.

  15. Enter the necessary information, based on the name of your new form and the content type (SUPP_ITEM_WITH_SPEC for supplier, MANU_ITEM_WITH_SPEC for manufacturer, and INT_ITEM_WITH_SPEC for internal items). Once you have entered the necessary information, click Set Values.

  16. To see the changes you just made in a Webtop or Wintop application, clear the CES Server cache or restart the server. For this example, we will use the Webtop client.

  17. In your VPM Lifecycle Navigator WEB product, do a category search on the category for which you just created the new form. In this example, the category is Supplemental Information. On the Standard Search tab, click the down arrow on the Search Form drop-down list and select the new form you just added.

  18. The Advanced Access window now displays the form you created, including the pricing attributes that were incorporated. Enter the necessary search criteria and click Search.

  19. Notice in the Search Results window that the new pricing attributes are included in this form.