Community Forms

Create and manage customizable forms to gather information for targeted purposes.

  • Create Community Forms

    Communities can create customizable forms to gather targeted information for various purposes (e.g., Travel, Sole Sourcing, Contract for Services), provided the feature is...

  • Non-Catalog Form

    To ensure a custom form is available for buyers when creating Non-Catalog items, a Community Administrator must first configure it in the system settings. Enabling the Non-...

  • RFQ (Request for Quote) Form

    If a custom Request for Quote (RFQ) form has been configured by the community, buyers will use the following steps to select and apply the form when creating a new RFQ.   ...

  • Justification Form

    The Justification form is an internal form, used to gather details from buyers during the checkout process or when creating a blanket order. Suppliers cannot view this inf...

  • Supplier Request Form

    The Supplier Request form is a customized form used, by buyers to initiate a request for a new supplier. Enabling the Supplier Request FormA Community Administrator must co...

  • Expenses Form

    The Expenses form is a customized form that is made available to buyers. When they create an expense entry of a specific type.   Enabling the Expenses Form A Community Adm...

  • Contract Form

    The Contract form is a customized form linked to a specific Contract Type, used by buyers when initiating a new contract. Enabling the Contract FormA Community Administrato...

  • Supplier Profile Form

    The Supplier Profile form is an internal form that allows specific buyers, to input or attach information related to a supplier's profile. Enabling the Supplier Profile For...