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Online Form Template


Online Forms templates enable you to set up and use various Online Forms configuration processes to create Form types, such as a check request or vacation request form type.

To select an Online Form template:

  1. Go to the Procurement application Procurement Home Page.
  2. Click New Online Form in the Online Forms Menu.
  3. The Procurement application displays the Online Forms Type List containing, for each Online Form Template:

Form Type
The name of the form, such as Check Request, or Time Sheet.
Description
A brief description of how the form type is used.
Action
Click an icon to perform various actions on the selected item.

Note:
If you mouse-over an icon, the browser displays a tool tip containing a few words explaining the action represented by the icon.
If an Action is not available in any situation, its Action icon is not displayed.

Actions include:
to create a blank copy of the form to be filled-out and submitted.

  1. If there are enough form templates for the list to fill several pages, use the Navigation Controls to move forward and backward through the pages.
  2. Click the Create Form icon for the template you want to fill-out.
  3. The Procurement application displays a blank form of the selected type. You may now Complete the Form.


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