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.

Forms and Fields section for Payment Request Allocation with Form Fields tab open, showing two forms listed.

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.

    Form fields for Payment Request Allocation showing fields for CVI - Invoice Allocation Form with details for each field.

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

    Form fields for Payment Request Allocation showing fields for CVI - Invoice Allocation Form with details for each field.

  3. On the Add Fields to Form window, select the field(s) you want to add to the form, and then select Add Fields.

    Note

    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.
    Add Fields to Forms window with Company, Region, and Department connected list fields selected and Add Fields button highlighted.

Result

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

Company, Region, and Department fields listed under CVI - Invoice Allocation Form in Forms and Fields.

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.

    US Employee Information - AP form fields with details for each field under Form Type Employee.

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

    Modify Form Fields window for Org Unit 1 - Company with editable settings and Save button.

  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 Modify Form Fields dialog boxes with various input fields and access rights settings; the Save button is highlighted at the bottom right of each dialog.

Result

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

Table of employee form fields with Company ORG_UNIT_1 row highlighted.

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
Forms and FieldsSAP Help Portal

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