Creating a Dynamic Application Web Form

You can create web pages for dynamic applications in workspaces. Doing this gives users the ability to add application items from the form, without logging in to PPM.

For example, if you create a dynamic application called Support that tracks customer support requests, you can create a web form to allow users to request support from your company web page. Support requests submitted from that web form are dynamic application items that can be viewed and managed in the Support dynamic application in PPM.

The Configure Web Form page automatically generates the HTML code that is necessary to create a web form. Simply specify the dynamic application fields to include in the form, and then copy the generated HTML code into an HTML editor.

Create a dynamic application web form from within the workspace that contains the dynamic 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 CREATE A DYNAMIC APPLICATION WEB FORM:

1. In the Main PPM window, navigate to the workspace containing the dynamic application for which you are creating a web form.
2. On the Workspace Menu, click the name of the dynamic application and Configure Web Form.

3. Select the Web Form Enabled check box.
4. To add fields to the web form, select the 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.
5. To change the order that fields are displayed in the web form, select a field in the Selected Web Form Fields list and use the Top, Up, Down, and Bottom buttons to change the position of the field in the list.
6. Select your name from the Creator list.
   Note: The Creator list includes active members of the current workspace.
7. In the Success Redirect URL text box, type the URL of the web page to display when a user successfully enters information in the web form.

8. In the Error Redirect URL text box, type the URL of the web page to display if an error occurs when the user tries to enter information in the web form.
9. Click Save and Generate HTML.
   The HTML code for the web form displays in a text box.
10. To copy the web form HTML code, right-click in the text, click Select All, then right-click and select Copy.
    The HTML code can be pasted into a HTML editor.
11. Click Close to finish creating the web form.

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