Creating and using advanced interface forms

Instead of the default data entry screen on the Request Entry console, you can create an advanced, personalized data entry screen by using the advanced interface forms (AIFs).

You can configure a service request definition (SRD) to use an AIF instead of the Provide Information form that is displayed in the Request Entry console. The AIF mechanism enables complex validation of answers and custom workflow for user interaction. Depending on the type of AIF, you might need to map fields on the AIF to the required target data (fulfillment application fields) in the SRD.

Important

Guest users cannot submit a request if the SRD includes an Advanced Interface form.

Related topic

Example-for-creating-and-using-an-advanced-interface-form-with-backend-mapping

You can perform the following activities by using AIFs:

  • Map more than forty user responses to fulfillment application fields (target data).
  • Capture additional fields in addition to the default set of fields.
  • Control data flow in the AIF.
  • Create data validation.

To implement AIFs

Step

Instruction

Reference

1

Create your own AIF from the templates that BMC provides.

2

Register the new form.

3

(Optional) Configure the details fields in the Work Order Template form.

4

Configure the SRD to use the new form.

5

(Optional) Map your fulfillment application fields, if necessary.

6

Test the AIF:

  1. From the Request Entry console, submit a request for the SRD configured to use the AIF. 
  2. Open Request Details for the new request, and click More Details to see responses in the AIF.
    You can access the Request Details from the Request Entry console, the Service Request Coordinator Console, or from fulfillment applications.


 

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