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AP-Customize-SourceID form

This form appears when you click the Customize link on the Basic tab on the AP:Form. This form enables you to specify the application form that opens when users click the Request ID link on Approval Central.

The following table lists the fields available on the AP:Customize-SourceID form and their descriptions.

Fields on the AP:Customize-SourceID form

Fields Descriptions
Display Mode

Displays the following window types. For information about each window type, see the Open Window action. Select the mode in which you want to open the custom form.

  • Modify
  • Display
  • Modify Directly
  • Display Directly
  • Dialog
  • Search
  • Submit
Form Name

Displays the list of all available forms on the server, except the Display-Only forms.

Note

If you selected Dialog for the Display Mode field, the Form Name list also includes the Display-Only form names.

Select the form you want to open when you click the Request ID link on Approval Central.

View Label

Displays the lists of available views for the selected form. Select a view for the selected form.

Note

If you do not select a view, the form opens in the default view.

Lookup Field

Displays a list of fields present on the selected custom form (See the Form Name field description).

Note

This option appears if the Display Mode field contains one of the following items:

  • Modify
  • Display
  • Modify Directly
  • Display Directly

Select a field from the list with which you want to compare the Request ID field value (ID 1) on the application request form. When you click the Request ID link on Approval Central, the custom form opens with a record that matches the value in the selected field.

Note

Do not select a CLOB field.

This option does not support the following fields types:

  • Integer
  • Real
  • Decimal
  • Date/Time
  • Date
  • Time
  • Currency
  • Diary
Field Mappings

Displays ten fields with IDs 14301 to 14310 that you can use to map the fields on the custom form to the fields on the application request form.

Note

This option appears if you selected Dialog, Submit or Search in the Display Mode field.

Select an application request form field from the menu list that you want to map with the custom form field. You can map up to 10 fields from the application request form to the custom form. The reserved IDs (14301 to 14310) are assigned to these fields on the custom form. When you open the custom form through the Request ID link, these mappings populate the custom form fields (14301 to 14310) with the corresponding values on the request form fields that you selected or mapped for the current request.

Note

If you do not define the mapping between the custom form fields and the application request form, a blank form opens when you click the Request ID link on Approval Central.

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