Forms and Fields: Form Fields

Objective

After completing this lesson, you will be able to describe how to add and/or edit fields on a form

Forms and Fields: Form Fields

The Form Fields tab lets you configure the expense entry process. This feature is useful for customizing and organizing forms to collect specific information from users.

To access this tab, select the Form Fields tab on the Forms and Fields page.

Screenshot of the Forms and Fields section in Concur Expense admin. The Forms and Fields menu item and the Form Fields tab are highlighted. The main panel shows a list of form fields for the Expense Report Header form type, with options to add, modify, or remove form fields.

Add a Field to a Form

You can add form fields to a form using the Form Fields tab or the Forms tab. Review the following steps to learn how to add a field to a form from the Form Fields tab.

Steps

  1. On the Form Fields tab, select the Plus sign (+) to expand the fields on the desired form.

    Two-panel screenshot from Concur Expense showing how clicking the expand icon next to Default Report Information displays a list of associated report fields and their required status.

  2. Select any field on the form to make the Add Fields button active, and then select Add Fields.

    Concur Expense Forms and Fields screen with the Add Fields button highlighted and a list of default report information fields shown.

  3. On the Add Fields to Form window, select the field(s) you want to add to the form, and then select Add Fields. You can add multiple fields but only to one form at a time. If you select more than one field on the Form Fields tab, the Add Fields button becomes unavailable.

    Popup window in Concur Expense showing a list of fields that can be added to a form, highlighting Org Unit 1 - Country, Org Unit 2 - Department, and Org Unit 3 - Cost Center. The Add Fields button is also highlighted.

Result

The selected field(s) appear on the Form Fields tab just below the field you originally selected.

Concur Expense Forms and Fields screen showing Country, Department, and Cost Center listed under Default Report Information and highlighted in the field table.

Modify a Form Field

Once a field is added to a form, you can modify the form field settings. Review the following steps to learn more.

Steps

  1. On the Form Fields tab, select the plus sign next to the desired form name to display the list of form fields.

    Concur Expense Forms and Fields screen showing the expanded list of fields under US Employee Information - AP, with the expand/collapse icon highlighted.

  2. Select the field you want to modify and then select Modify Form Fields. To select multiple fields, use Shift+click or Ctrl+click.

    A Concur Expense Modify Form Fields screen overlays the Forms and Fields page, showing editable settings for the Org Unit 1 - Company field with Save button highlighted at the bottom.

  3. The Modify Form Fields window appears. The information in the window differs based on whether you selected one or multiple fields. Configure the settings as needed and then select Save.

    Two side-by-side Concur Expense Modify Form Fields windows showing editable settings for a field called Org Unit 1-Country. The Save button is highlighted at the bottom of both windows. Access rights and field requirements are displayed for each role.

Result

The field settings are saved for the selected form field(s).

Concur Expense Forms and Fields screen showing a list of employee information fields. The Company field (ORG_UNIT_1) is highlighted in the table, with No in the Required column and sequence number 23.

Summary

  • Use the Form Fields tab to configure and organize expense entry forms.
  • Expand a form, select a field, then choose Add Fields to add new fields.
  • In Add Fields to Form, select fields and add them to one form at a time.
  • Added fields appear below the field you originally selected on the Form Fields tab.
  • To edit fields, select field(s), choose Modify Form Fields, update settings, and save.

Reference

TopicLink
Working with Form FieldsSAP Help Portal

Learning

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