Configuring a Web Form for a Dynamic Application

Dynamic application web forms allow non-PPM users to add information to a dynamic application. Because the web form is external to PPM, you can use it without logging into PPM.

Example: A Support dynamic application tracks customer support requests. If you can create a web form for users to request support from your company web page, they can do so without being logged into PPM. The information they enter in the web form is added to the Support application, where you can view and manage it.

When you configure a web form for a dynamic application, you specify the application fields that are included in the web form, and the HTML code is automatically generated. You can copy the generated HTML and use it to create a web page that can be used to add data to the application.

Note: You can only create a dynamic application web form if you were given the Manage Web Form permission when the dynamic application was created. For more information, see Creating a Dynamic Application - Permissions.

TO Configure A DYNAMIC APPLICATION WEB FORM:

Navigate to the workspace that includes the dynamic application for which you are configuring a web form.
Click the Gear Menu and Manage Applications.
The Manage Applications page opens.
Right-click the dynamic application for which you want to configure a web form and click Configure Web Form.
The Configure Web Form window opens.
Select Web Form Enabled if it is not already selected.
Required fields are pre-populated in the Selected Web Form Fields list.
To add fields to the web form, select fields in the Available Web Form Fields list, and click Add.
Note: To select multiple fields, hold down the Ctrl key while clicking the field names.
To change the order that fields are displayed in the web form, select a field in the Selected Web Form Fields list and click Top, Up, Down, or Bottom to change the position of the field in the list.
Select your name from the Creator list.
Note: The Creator list includes active members of the current workspace and defaults to the first member in a alphabetic sort order.
In the Success Redirect URL text box, type the URL of the web page to display when a user successfully submits the web form.
In the Error Redirect URL text box, type the URL of the web page to display if an error occurs when the user submits the web form.
Click Save and Generate HTML.
The HTML code for the web form displays in a text box.
To copy the web form HTML code, right-click in the text and click Select All, then right-click and click Copy to copy the HTML to your clipboard.
You can paste the HTML into an HTML editor and create a web page..
Click Close.