Forms and Fields: Forms

Objective

After completing this lesson, you will be able to describe how a form is created and maintained

Forms and Fields: Forms

Once a form type is selected, the list of available forms of that type is displayed. The forms can be expanded to display the currently configured fields. Review the following image and table to learn more.

The image displays a software screen titled “Forms and Fields” with the form type set to “Payment Request Header.” Below the selection area, a row of buttons appears, including Add Fields, Modify Form, Copy Form, Delete Form, and Preview Form. A table lists three forms: *CVI – Invoice Header Form, Payment Request Header Form, and VAT Payment Request Header Form. Each form row includes an expand icon on the left side.
NumberField NameDescription
1Add FieldsAllows the administrator to add fields to one or more forms.
2Modify FormProvides form-level settings that can be changed.
3Copy FormAllows the administrator to create a new form by copying an existing form. The form fields are copied to the new form.
4Delete FormAllows the administrator to delete a form. The form cannot be in use or be a standard Concur Invoice form.
5Preview FormAllows the administrator to view the form from the user perspective.

Create a New Form

Review the following steps to learn how to create a new form.

Note

New forms can only be created by copying an existing form.

Steps

  1. From the Form Type drop-down menu, select your desired form type.

    The image displays a software screen titled “Forms and Fields” with an expanded dropdown menu under the “Form Type” label. The dropdown shows several selectable form types, including Expense Attendee, Employee, Payment Request Attendee Detail View, Payment Request Allocation, Payment Request Header, Payment Request Line Item Details, Payment Vendor, Purchase Order Allocation, Purchase Order Header, Purchase Order Line Item Details, Purchase Order Receipt, Purchase Request Allocation, Purchase Request Header, and Purchase Request Line Item Details. The highlighted option in the dropdown is “Employee.”

  2. Select the form you wish to copy and then select Copy Form.

    The image displays a software screen titled “Forms and Fields” with the form type set to “Employee.” Below the form type selection, several tabs appear, including Forms, Form Fields, Fields, Connected Lists, Conditional Fields, and Validations. A row of blue action buttons is displayed under the tabs, labeled Add Fields, Modify Form, Copy Form, Delete Form, and Preview Form. A table beneath the buttons shows one form entry titled “Default Employee Information,” which includes an expand icon on the left side.

Result

The new form appears in the list, named Copy of <form name>.

The image displays a software screen titled “Forms and Fields” with the form type set to “Employee.” A table lists two forms: Copy of Default Employee Information and Default Employee Information. Each form includes an expand icon on the left side. Tabs for Forms, Form Fields, Fields, Connected Lists, Conditional Fields, and Validations appear above the list, along with action buttons for adding fields, modifying forms, copying forms, deleting forms, and previewing forms.

Modify a Form

Review the following steps to learn how to modify form settings.

Steps

  1. On the Forms tab, select the desired form, and then select Modify Form.

    The image displays a software screen titled “Forms and Fields” with the form type set to “Employee.” A table lists two form entries: Default Employee Information – AP and Default Employee Information. Each entry includes an expand icon on the left side. Action buttons for Add Fields, Modify Form, Copy Form, Delete Form, and Preview Form appear above the list, along with tabs for Forms, Form Fields, Fields, Connected Lists, Conditional Fields, and Validations.

  2. The Modify Form window appears. In the Form Name field, change the name of the form if needed. The Form Name field always appears and is the only editable setting for several Entry forms.

    The image displays a software screen titled “Forms and Fields” with a pop‑up window labeled “Modify Form.” The pop‑up contains a single text field labeled “Form Name,” which is filled with the text “US Default Employee Information.” Two buttons appear at the bottom of the pop‑up: a blue Save button and a gray Cancel button. The main screen in the background shows the Employee form type and a list of form entries.

  3. Make any other necessary changes. When you’re done, select Save.

    The image displays a software screen titled “Forms and Fields” with a pop‑up window labeled “Modify Form.” The pop‑up shows a text field labeled “Form Name,” filled with “*CVI – Invoice Allocation Form.” A section labeled “Access Rights” appears below it, listing several roles with corresponding permission settings. Each role includes a dropdown menu showing either “Create and delete” or “Read‑only.” A blue Save button and a gray Cancel button appear at the bottom of the pop‑up. The main screen in the background shows the Employee form type and a list of form entries.

Result

The modified form is saved and ready for use.

The image displays a software screen titled “Forms and Fields” with the form type set to “Employee.” A table appears below the selection area and lists two forms: “*US Employee Information – AP” and “Default Employee Information.” Each form row includes an expand icon on the left side. Tabs for Forms, Form Fields, Fields, Connected Lists, Conditional Fields, and Validations appear above the list, along with action buttons labeled Add Fields, Modify Form, Copy Form, Delete Form, and Preview Form.

Summary

  • Create new forms by copying existing ones after selecting a Form Type; new form named "Copy of <form name>."
  • Use Add Fields to add fields; use Modify Form to change settings; save changes when finished.
  • For some Entry forms, only the Form Name is editable in Modify Form.
  • Delete Form removes a form not in use and not standard; Preview Form shows the user view.

Reference

TopicLink
Forms and FieldsSAP Help Portal

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