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Web Form Template

The Web Form Template is a foundation for advanced users to develop their own Web form. The template includes a lookup controller, text box, checkbox, calendar controller, drop-down, and a radio button, enabling users to develop their own creations.

The Web Form Template is a fully-functioning prototype. The template data will submit to Workflow and process. The template may be developed to collect data, submit to Workflow, and processes fully into the tables of a targeted subsystem.

Browser support for Web Forms is Internet Explorer 10 or higher.

All Web forms have three sections:

  1. Header — Includes system-generated messages stating who created a request ("Requestor") and which system or "Connection" was used.
  2. User Section — Contains basic fields that are commonly used to design a new Web form request, a comment about the change requested, and the value.
  3. Footer — The footer is where the user will be prompted to take action or will be informed of the outcome of action. The Request Status area is a system-generated field that indicates what is happening with the present record. The status area will not communicate the approval or rejection of a reimbursement request. The Footer also contains buttons to reset the form, submit the request, or attach documents to the request.

Web Form Template Fields

Text Box: A text field that holds over 250 characters (required).
Drop Down: A combo box that holds static codes representing options of your choice (required).
Lookup: This is an Employee ID Lookup linked to records within HR Employee Master (required). The field to the right will echo the name of the Employee ID added.
Calendar: Displays a popup calendar upon entering the field (required). Multiple options are in place for adding a date.

  • Place the cursor in the date field and press ENTER to enter the current date.
  • Click in (or tab into) the date field and use the calendar that displays.
  • Type the date. Dates may be entered as MMDDYY, MM/DD/YY, MMDDCCYY, MM/DD/CCYY, or M/D (present year).

Checkbox: A checked box indicates "true" or "yes." Leave box blank for "no" or "false."
Radio Button: Choose Option A or B. User will define Option A and B or add additional options.









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