Introducing Forms for Cases - SAP ESM

[Yogananda]

Using forms to capture information about cases and trigger workflows based on form contents. You can also use forms to post information to external systems.

You, as an administrator, can create custom forms and versions for case data entry. If you've enabled forms for a specific case type, you can find the Forms tab on the case detail view. Use conditions to make specific form fields required, read only, or hidden.

Control Palette

Form includes a drag and drop into form designer where you can add text, entry fields, and other controls like check boxes and radio buttons to your form. Each field or control can also include conditions to show or hide the control based on previous data entry. In addition, you can use rules to automatically assign the most appropriate forms to a specific case type.

Text Inputs

• Text — A single-line text field. This is the default value for an input element.
• Heading — A single-line text field. This is the display in Level 1 or 2
• Paragraph — A single-line text field. 
• Textarea — A multi-line text field.
• Link — A field for entering a URL. The browser may provide validation to ensure the text is in a valid URL format.

Numeric Inputs

• Number — A field for entering a number.

Selection Inputs

• Radio Buttons — A radio button that allows the user to select only one option from a group of choices.
• Checkbox Group — A checkbox that allows the user to enable or disable.
• Checkbox — A checkbox that allows the user to enable or disable.
• Dropdown — A dropdown list that allows the user to select.

 Table Inputs

Each column of the table can be of one of these types (with their corresponding properties):

• Text
• Checkbox
• Number
• Date
• Dropdown Menu

 Date and Time Inputs

• Date — A control for entering a date (year, month, and day).
• time — A control for entering a time (hour and minute).
• datetime-local — A control for entering both a date and time, without time zone information.
• month — A control for entering a month and year.
• week — A control for entering a week and year.

 Not yet Supported.

• Password — A single-line text field where the input is obscured to protect sensitive information.
• Email — A field specifically for entering one or more email addresses. Validation ensures that the text entered is a valid e-mail address.
• Search — A single-line text field for entering search queries. It may include a control to clear the entered text.

• Tel — A field for entering a telephone number. Unlike email, it doesn’t enforce a specific syntax, but it may trigger a numeric keypad on mobile devices.

Form Integration

Create an outbound configuration to enable form buttons to send or retrieve data from external systems and to populate values in dropdown menus, radio buttons, and checkbox groups based on a dynamic data source.

Set up an outbound communication system under Settings  > Integration  > Communication Systems.

Pre-requisities

• SAP Integration Suite or Cloud Integration (CPI) with Custom Iflow Deployed
• Set up an outbound configuration under form integration for the API call.

Context

Values displayed in dropdown menus, radio buttons, and checkbox groups are populated by making API calls to external systems through SAP Cloud Integration CPI or Integration Suite.

Configure Dynamic Data Source

Set API URLs to populate values in dropdown menus, radio buttons, and checkbox groups based on a dynamic data source.

1. Go to your profile menu and choose Settings  Forms.
2. Select a form from the list and select Open Form Builder for the version you want to edit.
3. Select the form control to use a dynamic data source to populate values.

1. In the Data Source area, choose Dynamic and then select the globe icon () to open the iFlow Configuration screen.
2. Select the applicable HTTP data from the outbound configuration that was configured in the Form Integration section.
3. Select data that you want to send with the API as the iFlow Input. Choose from case, user, or form fields.

   Select Download Request JSON Schema to download the request schema as a file in a JSON format. Upload this file in SAP Cloud Integration while creating message mapping for the API request.

4. Select Download Response JSON Schema to download the response schema as a file in a JSON format. Upload this file in SAP Cloud Integration when creating message mapping for the API response.
5. Save the iFlow Configuration.