For the main knowledge base article on Workflows, please refer to the following link: Workflows: Automate procurement processes with consistency


The customized intake form in the Initiative feature uses an intuitive drag-and-drop design. Simply drag a component from the left column to the desired location on the form. 

  • Each component has a Display tab where you can set general attributes, such as its label, placeholder, description, and tooltip.
  • On the right side of the component page, the Preview section allows you to see real-time changes as you adjust settings on the left.


This guide article provides descriptions of each component to help you understand and use them effectively.


IN THIS ARTICLE

Short Text


A short text can be used for short and general text input, making it an appropriate component choice for something like a cost center or department name.


Paragraph


A paragraph is a multiline input field that allows for longer text. This component allows you to control how many default rows are set in the text area, making it possible to accommodate multiple lines. It is an appropriate choice for a question type that serves as a field for descriptions.


Single-select


The single select component allows users to choose one option from a list displayed in a radio-style format. Users can click a selected option to deselect it, returning the field to its original state. In edit mode, the Display tab is used to define the label, description, and tooltip, while the Data tab is used to define and label the radio options.


When defining the list of options, simply label them—the value column is automatically generated as a backend identifier. You can rearrange options using the three-line (hamburger) icon.


Multi-select


The multi-select component displays a dropdown list where users can select one or more options. In edit mode, the Display tab is used to define the label, description, and tooltip, while the Data tab is used to define and label the checkboxes.


When defining the list of options, simply label the checkboxes—the value column is automatically generated as a backend identifier. You can rearrange options using the three-line (hamburger) icon.


E-mail


The email component is a string field with special validation to ensure the entered data is in a valid email format, consisting of an email prefix and domain in acceptable formats. This sets it apart from the short text component (see above). Other than the validation, the edit mode functions the same as the short text component.


Content


The Content component can be added to a form to provide non-field information, such as instructions, headers, or media. For example, use it to display instructions at the top of a form or include a link to a document in your cloud repository.


A built-in text editor lets you write, format, and edit text, as well as insert images, video links, and tables.


URL

Like the email field, the URL component is a string field with validation to ensure the entered data is in a valid URL format. It checks if the input follows the correct structure for a potential URL.

Date picker


The date picker component allows users to select a date from a calendar widget or enter it manually. The format field lets you specify how the date should be displayed, enabling customization to match your organization's input preferences.