How to Use the Forms Matrix Domain
Introduction: This guide describes how to create and edit Forms Matrix records.
Change Log:
Date | Changes |
|---|---|
September 2021 | Comprehensive documentation about using Form Matrixes |
June 2022 | Clarified field definitions and converted page to new template. |
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
Creating a New Record
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 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
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.
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.
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.
