PeopleSoft Forms and Approval Builder is part of Common Components 9.1, therefore available for use throughout all of the PeopleSoft HCM and FMS modules. It allows a business analyst or other non-developer PeopleSoft application expert to create simple forms and establish an approval for the content.
Begin with creating the form using the Design Form Wizard.
Navigation: Main Menu > Enterprise Components > Forms > Design a Form
- Basic Information – enter information about the form, including effective date and a description.
- Instructions – enter instructions that will be available for users accessing the form.
- Form Fields – enter the fields that will be available for users accessing the form. Fields of a variety of data types are displayed in one or two columns. You can enter a short and long label, indicate if a field is required, designate a prompt record, and define a prompt control for the field against an existing field and record.
- Attachments – indicate if any attachments should be made available to users accessing the form, for example a policy or template document.
- Publish to a Menu – designate where the form should be accessed on the PeopleSoft menu.
- Approval Process – designate the chain of approval the form should go through, if needed, and if the fields on the form should be locked down after submission, approval, or not at all.
After creating the form, it can be previewed in design mode, prior to activation onto the PeopleSoft menu. Activate the form to make it available to users on the menu as designated.
When a user accesses a form, three tabs are available.
- Instructions – displays the instructions entered during form creation.
- Attachments – provides access to any attachments assigned during form creation and allows the user to upload a form as well.
As an added bonus, you can connect data collected on a form to one or more component interfaces in an effort to eliminate redundant data entry. (Example: new vendor request form can feed into adding a vendor.)
Note, this feature intended only for the creation of new records through a simple single page front end, not maintaining them.
I hope you have found this introduction to Forms Builder helpful. I believe this is a powerful, yet simple feature you can leverage to either remove custom pages or automate currently manual processes to stretch your PeopleSoft investment even further. If you have any questions, don’t hesitate to contact me. I’m always happy to chat.
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