About customizing forms
|Article:HOWTO81887|||||Created: 2012-11-05|||||Updated: 2013-04-18|||||Article URL http://www.symantec.com/docs/HOWTO81887|
In the Process Manager portal, a form is the screen or page that workers and users interact with during a process. The forms feed the process data into the database. For example, a change worker uses the Request Change form to submit a new change request. Users use the Create New Incident form to submit incidents.
ServiceDesk contains predefined forms for all its processes. These predefined forms are complete and ready to use immediately. However, you can customize any of the forms to meet your organization's established process requirements.
For example, many organizations customize the Customer Satisfaction Survey form that is sent to the submitting user when an incident is resolved and confirmed. In the survey, the user rates how satisfied they are with the service that they received.
The form customization can be performed at different levels and from different places.
Table: Levels of form customization
Where to edit
What you can customize
The form itself
For more information about customizing forms, see the Symantec™ Workflow 7.5 User Guide.
Examples of how you can customize a form are as follows:
Aspects of the form's appearance and behavior in the Service Catalog
Process Manager portal, on the Edit Form page.
On the Edit Form page, you can edit the form information on the following tabs:
Article URL http://www.symantec.com/docs/HOWTO81887