What are Online Form Addendums?
An Online Form Addendum is an option that grants the ability to add more questions to the current TraceGains Standard Online Forms.
Why use Online Form Addendums?
TraceGains Standard Online Forms have a determined list of questions for customers to ask suppliers. However, situations arise where a customer needs to ask more questions than the form has.
How to create Online Form Addendums
Create New Attributes
Start by identifying which form(s) needs additional questions. In this example, we’re going to add an additional question to the Allergens form. The Allergens form asks the questions needed, but is lacking a field for smoked paprika. For this example, we will write out the question we need added to the Allergens form: "Does your product contain smoked paprika?".
Now that the question is identified, we need to create a new Attribute for every question we’re adding to a form; in this example, only one new Attribute is needed.
Step 1: Hover over 'Configuration', then click 'Attributes'.
Step 2: Click 'Add Attribute', then 'Create New.' For a refresher on how to create a new Attribute, refer to the article Creating New Attributes.
Step 3: Completing the attribute will look very similar to other attributes you’ve created in the past, with some key differences:
- Group: choose the group of the TraceGains Standard Online Form you’ll be adding to; in this case, AF_Allergens (AF is an abbreviation of ActionForm™).
- Data Type: Think about how you’d like Suppliers to respond. Is it 'Yes/No'? If so, choose the Yes/No data type. In this example we’re going to give them the option to type approximately a sentence or two with the Text Data Type. To review the different Data Types, check out the article Overview of Attributes.
- Storage Group: Choose 'Online ActionForm™'.
Don’t forget to select a tab view in the 'Add To Tab Views' drop down. This allows you to add it to a TraceStation or User Defined Dashboard (UDD) later.
Step 4: Click 'Save' once complete.
Add New Attribute(s) to Online Forms
With the new Attribute created, we can now add them to the Online Form Addendums.
Step 1: Hover over 'Configuration' and select 'Requirement Templates'.
Step 2: Click the hamburger menu, then select 'Online Form Addendums' from the drop-down options.
Step 3: With a list of all the online forms in front of us, click '[#] Questions' for the appropriate form to modify.
Step 4: Type the question as you would like it to appear to your supplier in the Question field. Then, choose the attribute created for that question from the 'Attribute' drop down.
When adding multiple questions, select 'Add Question' as many times as required. Click 'Remove' to delete them. Reorder the questions by clicking the up/down arrows next to the attribute.
Step 5: Once you are finished adding questions, select 'Save'.
Now add the Allergen Smoked Paprika Attribute to the appropriate TraceStations and User Defined Dashboards (UDDs). That way the incoming responses from the suppliers will be conveniently seen.
Supplier View (Customer Manager)
Your suppliers that are configured to provide the addendum will now see those questions as an additional document to fulfill in their Supplier Group when they log in. Notice that the addendum is a separate doc type that they will need to provide, and will simply include the new question(s) configured to it.