Components of a Form in ESM

Objective

After completing this lesson, you will be able to identify and describe the UI components that make up a customizable form.

UI Areas for Creating Forms

The UI for creating Forms is made of the following areas:

  • Form
  • Control Palette
  • Components Properties
  • Button Configuration

Form: Each component, also called Control Element, must be placed in the Form area when selected from the Control Palette. Components can be moved and positioned within the Form area to define the best layout for addressing the business requirements. Below, you will see the main UI area for creating forms which is currently empty.

the UI main area for creating Forms is displayed and highlighted. The fields are empty.

Control Palette: Form Control Elements are listed in the Control Palette on the left side of the Form area. You can select which element is required and add it to the Form area using the drag and drop feature.

The Control Palette UI area for creating Forms in displayed and highlighted.

Component Properties: Each control element has its own configuration. You as an administrator can adjust the Control Properties using the Component Properties area on the right side of the Forms.

the Define component properties UI area for creating Forms is displayed and highlighted

For example: enter text for a heading and choose the heading level. Different form elements have different types of properties. If you want to remove an element from a form, use the Delete button in the properties area.

Control elements can also have associated conditions. You can set conditions specifying form elements as required, read only, hidden, disabled, or supporting multiple selection. Configuration can include choosing a value list for a menu, setting associated conditions for the control, or providing an API URL for buttons.

For example, select the required checkbox if a text entry field is always required, or the Rule Configuration next to the required checkbox to define a rule if a text entry field is only required for one country or region. This setting makes the field optional unless a specific country or region code is entered elsewhere on the form.

Button Configuration: At the bottom of the Form area, Buttons can be included: Save, Reset, and Cancel are the default Buttons on the Form. Custom Form Buttons can be used to send, submit, or check data on a Form by calling an API on an external system.

the Button Configuration UI area for creating Forms is displayed and highlighted.

Components of a Form

Forms components are called Control Elements, and they can be added into the Forms with different combinations. The following table shows the full list of Control Elements available in the Control Palette.

Control Elements

Control NameProperties
Heading
  • Text
  • Level (1 or 2)
  • Hidden Flag
Paragraph
  • Text
  • Hidden Flag
Text & Text Area
  • Label
  • Placeholder
  • Initial Value
  • Required Flag
  • Description
  • Character Limit (min & max)
Drop-down, Radio Buttons & Checkbox Group
  • Label
  • Initial Value
  • Vertical Alignment Flag
  • Required Flag
  • Read Only Flag
  • Hidden Flag
  • Description
  • Data Source (Code List or Dynamic)
Checkbox
  • Label
  • Initial Value
  • Required Flag
  • Read Only Flag
  • Hidden Flag
  • Description
Number
  • Label
  • Placeholder
  • Initial Value
  • Required Flag
  • Read Only Flag
  • Hidden Flag
  • Description
  • Minimum and Maximum Value
  • Decimal Places
Date
  • Label
  • Placeholder
  • Initial Value
  • Required Flag
  • Read Only Flag
  • Hidden Flag
  • Description
  • Range Type: All Dates / Only Past Dates / Only Future Dates
Link
  • Label
  • Show label flag
  • Description
  • Link URL
  • Link Text
Table
  • Label
  • Required Flag
  • Read Only Flag
  • Hidden Flag
  • Description

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

  • Text
  • Checkbox
  • Number
  • Date
  • Dropdown Menu
Buttons
  • Text
  • Style: Primary, Secondary, or Link
  • Disabled flag
  • Hidden flag
  • Description

Once added to the Form area, Control Elements can be further configured via the Component Properties and positioned using the drag and drop feature. The following image shows an example of a Form containing different types of Control Elements.

showing how to drag and drop Control Elements within the create Form UI area.

Once added to the Form area, you can drag the control elements and drop it next to another element, above or below it.

Validate, Read-Only Condition, Export Excel Template and Preview: You can set the Form read-only condition if end users are not allowed to change it. Forms consistency can be verified using the Validate action. With the Export to Excel Template action, you can create an excel template of the Form. The preview action shows how the final look and feel of the Form will be once activated and published.

the Actions available within the UI area for creating Forms are displayed and highlighted.

Lesson Summary

This lesson introduces the UI areas for creating Forms, identifying the main components of a Form, which Control Elements are available in the Control Palette, how they can be configured using the Component Properties, how Buttons can be added and configured, which actions can be executed with the Form, such as Validate, Export to Excel, set the Read-Only condition and Preview.

By understanding these concepts, users create, customize, and manage Forms effectively in SAP ESM.