Forms (Easy Forms) Import
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.
Possible values
- Type
- invoice, invoice_line, supplier_information, sim_remit-to, sim_contract, contingent_worker, contract, expense_preapproval, supplier_review, user, sourcing
Form
| Field Name | Required Field | Unique? | Field Type | Field Description | Possible Values |
| Form | No | No | Form | ||
| Form ID | No | No | Form ID is used to find easy form for update | ||
| Name* | Yes | Yes | string(255) | Child form name | |
| Type* | Yes | No | string(255) | Type of the easy form | |
| Sub Type | No | No | Sub Type. Can be set only for SIM Contact | ||
| Action* | Yes | No | string(255) | Action for the easy form. The allowable type of action depends on the type of form being created. | |
| Content Groups | No | No | Easy form content groups separated by semicolon. Max 100 characters per content group name. | ||
| Description | No | No | string(255) | Description of the easy form | |
| Auto Approve | No | No | boolean | Easy form auto approve. Possible values are yes or no | |
| Auto Apply | No | No | boolean | Easy form auto apply. Possible values are yes or no | |
| Auto Reminder | No | No | Easy form auto reminder. Possible values are yes or no | ||
| Requester Reminder | No | No | Easy Form auto requester reminder. Possible values are yes or no. | ||
| Preferred | No | No | string(255) | Preferred | |
| Design Element | No | No | Design Element | ||
| Type* | Yes | No | Type of the object field | ||
| Alignment | No | No | Alignment of the design element. Possible values are vertical or horizontal | ||
| Text | No | No | Text of the design element | ||
| Conditional | No | No | If this field is currently conditional or not | ||
| Condition Source Reporting Name | No | No | Reporting name of a widget that will be used in a condition | ||
| Conditional Source Selection | No | No | Value of a widget that will be used in a condition | ||
| Widget Id | No | No | Widget Identifier | ||
| General Field | No | No | General Field | ||
| Label | No | No | Label of the general field | ||
| Reporting Name* | Yes | No | Reporting name of the general field | ||
| Hint | No | No | Hint of the object field | ||
| Required | No | No | If this object field is currently required or not | ||
| Encrypted | No | No | If this object field is currently encrypted or not | ||
| Options | No | No | General field options can be set only for radio buttons widget | ||
| Object Field | No | No | Object Field | ||
| Ignore Content Group Restrictions | No | No | Object field ignore content group restrictions can be set only for content groups widget | ||
| Contextual User Default | No | No | Contextual user default for certain widgets on invoicing forms | ||
| Default Value | No | No | Default value for the object field | ||
| Send to Supplier | No | No | If object's attachment is visible to supplier users or not | ||
| Subform | No | No | Subform |
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 |
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 |