Working with forms in Creator Studio
To add items or services to your catalog, you must create a different form for each thing being requested.
- How form templates get you started creating your own forms.
- How to customize the layout and questions on your forms.
- How to make a form (AKA catalog item) appear in your app.
- How to make a form stop appearing in your app.
What is a form?
A form is a list of questions that people answer to make a request. They might ask for a keyboard, a laptop, or permission to take a vacation. The answers to those questions provide the fulfiller with all the information that they need to fulfill the request. For example, if someone asks for a laptop, the fulfiller might need to know the size, the model number, the operating system, and so forth.
In addition to questions, forms can contain images, headings, and text descriptions to explain the questions.
You’ll need a different form for every type of item or request that a requester can ask for. Why? Because the questions you must ask for a keyboard differ from the questions that you must ask to give a requester permission to take a vacation. So, there’s one form for each type of request that people can make. You can think of a form as representing a catalog item.
Your app will likely have multiple forms, meaning multiple things the requester can ask for. We call a collection of forms a catalog of items.
- Item
- Something a requester can ask for. Each item requires its own form.
- Catalog
- A collection of items that represent all the items a requester can ask for.
Some examples of catalogs and items
The following table shows three catalogs. The final column shows the names of the items in each catalog. If you have three items, you’ll need three forms.
| Service catalog | Example app | Sample catalog items |
|---|---|---|
| HR self-service | Human Resources global people portal app |
|
| Branding resources | Marketing and branding app |
|
| IT fulfillment | Hardware request app |
|
Let Creator Studio give you a head start
When you choose a template to start creating your form, Creator Studio builds a form with questions you might like to use. The questions and their layout make up the form.
- Form template
- A set of questions arranged on a form provided by Creator Studio.
Your administrator can delete the default template, create additional form templates, and restrict who can fill out the forms. If you're an administrator, you can read more about this topic in Creating catalog templates for use in Creator Studio apps.
To store the forms that requesters fill out, Creator Studio creates a table by default. One row represents one filled-out form.
Types of questions you can ask
- General questions are where you give requesters an empty box to write a short answer (think name or email) or a list of choices to pick from (like a dropdown menu or those little circles you fill in).
- Reference-based questions are where you provide a list of choices that you define in a table.
You can add questions to forms that have been preconfigured by your admin, and can't be edited. Adding a Question set element to a form enables you to select from the curated options.
- Forms can automatically update how questions appear (or are hidden) based on how users answer a them. We call this dynamic behavior. For example, if a user says they want a T-shirt for an event they're attending, you can make a T-shirt size field required.
- Forms can automatically populate answers based on answers to record choice questions. For example, a form can enable someone to select a user for the Choose the gift box recipient field, which retrieves its values from the User table. An additional Preferred name field can be automatically populated from the First name field of the User table selection, but then edited if someone prefers a nickname.
Laying out the questions
Creator Studio provides an initial layout for its default form. You can use columns, images, divider lines, and more to customize the layout of the questions on the forms. There are two procedures that you can use to customize a form:
- Changing the questions – Change the number of questions, what they’re asking, and adjust where questions appear on a form. Find information on changing questions in Customize your form for an app in Creator Studio.
Figure 1. Editing a question on a form - Changing the look and feel of the form – Add pictures, write some text to explain the questions, and even move them around to make them flow smoothly. You can read about that in Change the layout of an app's record in Creator Studio.
Figure 2. Edit the look and feel of the app's tile
Where can I see forms?
After deployment, your app lives as forms in the Service Catalog and categories you specified when creating the forms.
Users can access those forms directly in a Service Catalog, as well as Service Portal and an Employee Center.
If you associate the app's form with one or more topics, the form will appear in the relevant, dynamically created topic pages in Employee Center. Find out more about topics in Associate a catalog item with a taxonomy topic in Employee Center, and more about taxonomy, which is a categorization method, in Unified Taxonomy for Employee Center.
Making forms available for an app
- Draft
- Published
A published form appears as an item in your catalog of offerings. For example, your site might enable requesters to ask for computers, mice, monitors, keyboards, technical support, and so forth. Each item requires a different form, and appears as a different catalog item in your app.
- Publishing a form means that the form will appear as a catalog item only after your app is deployed. That’s why the button label is Mark as ready.
- Deploying an app is what system admins do to make your app available for people to use.