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Introduction: This guide describes how to create and edit Forms Matrix records. |
Change Log:
Date | Changes |
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September 2021 | Comprehensive documentation about using Form Matrixes |
June 2022 | Clarified field definitions and converted page to new template. |
| Table of Contents |
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Overview
The Forms Matrix Domain is used to package one or multiple forms for specific products. The system compares a user’s selections in Starting Point to the rules in the Forms Matrix domain. The Forms Matrix tells the system which forms to add to the work item. It also tells the system whether those forms should appear in the Required or Optional sections of the Work Item Summary screen.
How to Access the Forms Matrix Domain
| Rw ui steps macro | ||
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Locate the “Forms Matrix” under Administration > List Domains > Name = Forms Matrix.
Select the Forms Matrix to review any existing configurations to the matrix. If none, the screen will appear blank and you can add a new record (product to form mapping). |
Creating a New Record
| Rw ui steps macro | ||
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To create a new record in the Forms Matrix select “New Forms Matrix”.
Next, fill in all the applicable fields based on the product.
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Criteria Fields
These fields determine when the system should add the selected forms to a Work Item.
Request Group
Vendor/Custodian
Product Type
Product Name
Registration Type
Account Service
Account Options
Entity
Other Fields
Field | Description |
|---|---|
Derived Request Type | If a user makes certain selections in Startign Starting Point, the system will automatically set the Request Type field to this value. |
Derived Client Subfolder Type | This tells the system what type of Client Subfolder to create. Note: Typically, you are limited to |
Required | If set to |
Forms | Search for and add the forms that will be added to Work Items if the selected conditions are met. |
Editing an Existing Record
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To edit an existing record in the Forms Matrix, click anywhere on the desired row or select the Details pencil icon for the specific record.
Make your desired changes and click save or save and close to apply the changes.
Open Starting Point to make sure your changes are successful.
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Copying A Forms Matrix Record
You can duplicate a Form Matrix record. This is very useful when you would like to create a required form bundle and an optional form bundle.
| Rw ui steps macro | ||
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Hover over the Forms Matrix you would like to copy and click on the two pieces of paper.
Notice all of the data has copied to a new Forms Matrix to edit. Make your changes to the copy and click Save to create.
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Best Practices
Add a Form(s) to All Work Items
Fill out the Request Group and Forms fields, and set Required to either Yes or No. This will add the form(s) to every Work Item created with the matching Request Group.
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Example: A forms matrix record has no Vendor/Custodian associated with it. The system will add the associated forms regardless of what users select in the Vendor/Custodian field. |
Create an Optional and Required Bundle
First, create the Required version of the Forms Matrix record. Next, copy the record. Finally, set Required to No and change the forms.
Audience: System Administrators
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Functionality: The Forms Matrix domain tells the system when to add one or more forms to work items. The system matches Starting Point selections to the criteria in the Forms Matrix record. |
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Related Topics
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