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Forms (Easy Forms) Import

The Forms loader has forms columns, design elements columns, and object columns.

Overview

The Forms import process reads files from ./Incoming/EasyForm/ in the SFTP. These files will be moved to the archive folder located at ./Incoming/Archive/EasyForm/ before being processed in alphanumeric order.

Keys and validations

Name is the key field to update an existing Form.

Forms loader headers

Form header columns

Column	Description	Hidden	Req'd	Unique	Type	Allowable Values
Form	Specifies the type of row	false	false	false	-	Form
Name*	Name for the easy form	false	true	true	string(255)	Any, but must be unique.
Type*	The type of the form you want to create	false	true	false	string(255)	invoice, invoice_line, supplier_information, sim_remit-to, sim_contract, contingent_worker, contract, expense_preapproval, supplier_review, user, sourcing
Action*	The action for the easy form. The allowable type of action depends on the type of form being created.	false	true	false	string(255)	See Form types and actions below.
Content Groups	Easy form content groups separated by a semicolon. Max 100 characters per content group name.	false	false	false	string	any
Description	The description of the easy form	false	false	false	string(255)	any
Auto Approve	Easy form auto approve. Possible values are yes or no	false	false	false	boolean	True, False
Auto Apply	Easy form auto apply. Possible values are yes or no	false	false	false	boolean	True, False
Form ID	Form ID is used to find easy form for update	false	false	false		any
Conditional	If this field is currently conditional or not. Not available for SIM sub forms.	false	false	false		any
Condition Source Reporting Name	Reporting name of a widget that will be used in a condition	false	false	false		any
Conditional Source Selection	Value of a widget that will be used in a condition	false	false	false		any
Subform	Subform	false	false	false		any
Label	Label of the general field	false	false	false		any
Hint	Hint of the object field	false	false	false		any
Auto Reminder	Form auto reminder.		false	false		yes, no
Requester Reminder	Form auto requester reminder.		false	false		yes, no
Preferred	Preferred	false	false	false	string(255)
Default Value	Default value for the object field	false	false	false		any
Send to Supplier	If object's attachment is visible to supplier users or not	false	false	false	boolean
Widget Id	Widget identifier	false	false	false		any

Design element columns

Column	Description	Hidden	Req'd	Unique	Type	Allowable Values
Design Element	Indicates the type of row	false	false	false	-	Design Element
Type*	The type of the design element. Note If a form includes a page break widget, there must be a page break widget in the first widget position. This widget cannot be moved or deleted. All widgets displayed below the page break widget until the next page break widget are associated with that page.	false	true	false	string(255)	header, descriptive_text, section_break, new_line, page_break
Sub Type	Sub Type. Can be set only for SIM Contact	false	false	false	string(255)	any
Alignment	Alignment of the design element. Possible values are vertical or horizontal	false	false	false	string(255)	vertical, horizontal
Text	The text of the design element	false	false	false		Not valid for section_break and new_line

General field columns

Column	Description	Hidden	Req'd	Unique	Type	Allowable Values
General Field	Indicated the type of row	false	false	false	-	General Field
Type*	The type of the general field	false	true	false	string(255)	check_box, date, multiple_check_boxes, radio_buttons, text_area, text_field
Label	The label of the general field	false	false	false	string(255)	any
Reporting Name*	Reporting name of the general field	false	true	false	string(255)	any
Hint	The hint of the object field	false	false	false	string(255)	any
Required	If this general field is currently required or not	false	false	false	boolean	True, False
Encrypted	If this general field is currently encrypted or not	false	false	false	boolean	True, False
Options	General field options can be set only for radio buttons widget	false	false	false		any

Object field columns

Column	Description	Hidden	Req'd	Unique	Type	Allowable Values
Object Field	Indicates the type of row	false	false	false	-	Object Field
Type*	The type of the object field	false	true	false	string(255)	See Object Field Types below
Label	The label of the object field	false	false	false	string(255)	any
Hint	The hint of the object field	false	false	false	string(255)	any
Required	If this object field is currently required or not	false	false	false	boolean	True, False
Encrypted	If this object field is currently encrypted or not	false	false	false	boolean	True, False
Ignore Content Group Restrictions	Object field ignore content group restrictions can be set only for content groups widget	false	false	false	boolean	True, False
Default Value	The default value for the object field	false	false	false	string(255)	any

Additional field details

Form types and actions

Form Type	Available actions
Invoice	New, Modify Another_user, modify_another_user_in_the_requester's_content_groups, modify_the_user_filling_out_the_form, create_a_new_user,
Invoice Line	New
Supplier Information	New Supplier Request - Searchable (Internal), Supplier Update (External), New Supplier Request - Inline Only (Internal), Supplier Update - Searchable (Internal)
SIM - Remit-To	New - Add New Remit-To's, Update - View Existing Remit-To's
SIM - Contact	"Add new, view and edit Contact Details"
Contract	New
Expense Preapproval	New
Supplier Review	New (Internal)
User	New, Modify another user, Modify another user in the requester's content groups, Modify the user filling out the form, Create a new user
Sourcing	New Sourcing Questionnaire

Note

Forms for custom objects can have New and Edit actions.

Object field types

The Type column for the Object field can contain different values based on the type of object you're creating. Use this table to determine the allowable values for your Form.

If your Form is a/an...	These are the allowable values for the Type field
Invoice	Invoice #, Currency, Chart of Accounts, Supplier, Attachments, Supplier Note, Image Scan
Invoice Line	Price, Billing, Description
Supplier Information	Name, Display Name, Parent Company Name, Industry, Preferred Currency, Inco Terms, Default Commodity, Minority Indicator, Minority Type, Tax Region, Tax Classification, Federal Tax ID, DUNS Number, Tax-Exempt Other Explanation, Tax Code, Income Type, Federal Reportable, International Tax ID, International Tax Classification, International Other Explanation, Backend Invoicing System, Backend Catalog System, Supplier Owner, Content Groups, Payment Terms, Supplier Region, Government Agency Interaction Indicator, Government Agency Interaction, Organization Type, Policy for Bribery and Corruption Indicator, Policy for Bribery and Corruption, Government Allegation for Fraud and Bribery Indicator, Government Allegation for Fraud and Bribery, Third-Party Interaction Indicator, Third-Party Interaction, Country of Operation, Goods and Services Provided, Pay Group, Invoice Amount Limit, Hold Payment Indicator, Hold Payment, Separate Remit-To, Comment Source, Comment, Duplicates Exist, Supplier Insights, Federal Tax Form, State Tax Form, Small Business Enterprise, Minority Business Enterprise, Women Business Enterprise, LGBT, NDA, Bank Form, Veteran-Owned, Insurance, Certificate, Workers Compensation Insurance, Public Liability Insurance, Child Labor Free, ISO 9001, ISO 14001, Food Safety, Custom Certificate 1, Custom Certificate 2, Code of Conduct, ISO TS 16949, Dodd-Frank-Conflict Minerals, QAA ZVEI Quality Assurance A, W-8BEN, W-8BEN-E, 8233, Sole Proprietorship, Limited Liability Corporation (LLC), Non-Resident Alien, Professional Indemnity Insurance, Product Liability Insurance, Massachusetts Gaming Commission License, Maryland Gaming and Lottery Control Commission License, Michigan Gaming Control Board License, PO Email, PO Method, PO Change Method, Hold POs for buyer review, cXML URL, cXML Domain, cXML Identity, cXML Supplier Domain, cXML Supplier Identity, cXML Secret, cXML Protocol, cXML SSL Version, Disable Cert Verify, cXML HTTP username, cXML HTTP password, Primary Address, Remit To Location, Primary Contact
SIM - Remit-To	Location Code, Address Name, Account Currency, Street Address, Street Address 2, Postal Code, City, State Region, Country, Beneficiary Name, Bank Account Number, Bank Routing Number, IBAN Number, Sort Code, SWIFT Code (BIC) BSB Number, Intermediary SWIFT Code (BIC), Intermediary IBAN Number, Account Type, Intermediary Bank Name, Bank Address, Bank City, Bank State or Region, Bank Postal Code, Bank Country, Active
SIM - Contact	First Name, Last Name, Email address, Mobile Phone, Work Phone, Fax
Contract	Contract Name, Contract #, Supplier, Starts, Expires, Owner, Supplier Account #, Currency, Attachments, Savings %, Minimum Spend, Maximum Spend, Term Type
Supplier Review	Overall Rating, HSE Rating, Price Rating, Delivery Rating, Quality Rating, Behavior Rating, Overall Review, HSE Description, Price Description, Delivery Description, Quality Description, Behavior Description, Ease of Contracting Collaboration, Overall Contracting Experience, Ease of Sourcing, Quality of Handling, Recommend Supplier, Up-Time
User	Login, First Name, Last Name, Email, Mention Name, Employee Number, Next Approver, Default Currency, Default Chart of Accounts, Phone Work, Phone Mobile, Department, Roles, Projects and Groups, Account Security Type, Account Groups, Content Group Security Type, Content Groups, Default Address, Status, Default Locale, SSO Identifier, Authentication Method, Pcard, Requisition Approval Limit, Requisition Self Approval Limit, Expense Approval Limit, Expense Self Approval Limit, Invoice Approval Limit, Invoice Self Approval Limit, Contract Approval Limit, Contract Self Approval Limit, Purchasing License, Expense License, Sourcing License, Inventory License, Contracts License, Analytics License, AI Classification License, Ccw user, GPO Entity
Sourcing	None