Forms can be used to collect all kinds of data that a customer might want to capture. The form needs to be initially created by a deployment team based upon the customer's specifications. Here is some information from the Help documentation:
Forms provide the following features:
• Form documents have
header fields and can have line item fields (or detail
fields). Line items are multiple instances (lines) of the same fields and
are useful for creating lists of items with the same fields, such as a list of
items in a sales order.
• Each field has a
specific data type, such as text, integer, money, date, or a custom data set.
Fields can also have pick lists or drop-down menus.
• You can specify if
fields are required, editable, or visible. You can also create conditions based
on other field values to determine these properties.
• Field values can be
calculated from other field values. In this example, Cost is calculated by multiplying Quantity by Unit Price.
• Header fields values can
be calculated as the sum of line item field values. In this example, the Total Cost is the sum of the line item Cost values.
• Header fields can be
used as search filters when searching for documents; line item fields are not
searchable.
• A form can be
pre-configured with tasks in a project template as a prototype form document. When the form document is
created in a project, the tasks are also created.
• Form documents are not
stored as files on the Ariba server, but line items can be exported as Microsoft
Excel files.
• Field values can be
exported for reports.
For more information about using Ariba Services to implement
forms for your site, please contact your Ariba customer representative.