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Static Forms

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Static Forms

Static forms, also known as web forms, allow for the input of new data into the ESM system even when direct access to the ESM user interface is not possible. These forms can be made accessible through various platforms, such as a company's intranet, enabling users to submit data directly into ESM.

Creating a Static Form

  1. Choose a Template: Start by selecting the desired template from the template tree pane within ESM.
  2. Initiate Static Form Creation: Click the Template dropdown menu above the template tree and select the "Add static form" option.

Important

If you modify a template's attributes that is already available as a static form, you will need to create a new static form for the updated template.

 

Static Form Details

Fill in the following information for creating a static form:

  • Static form's title: This is the heading shown at the top of the static form page.
  • Form's submit text: Defines the label for the form's submission button.
  • Form's user for Authentication: Specifies the user account utilized for creating a new data card. LDAP-authenticated accounts cannot be used here.
    • Ensure the chosen user has the necessary permissions for all attributes in the template and for the folder designated for storing submitted forms. Although ESM allows form submission with restricted permissions, the resulting data cards may not function as intended.
  • Folder: Identifies where submitted forms, now data cards, will be stored.
  • Form's submit page: The HTML page displayed post-submission.
  • System URL where to submit: The destination URL for form submission.
  • Update existing data cards: Selecting this will update an existing data card with matching unique attributes rather than creating a new one for each submission.
  • Displayed Attributes: These are the attributes shown on the form, all of which must have a defined code. For reference attributes, consider using the fallbackCode-general metadata, which allows for a default field value if the intended reference cannot be established.

An example of how a completed static form appears:

fixed forms inert forms esm admin static forms

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Table of Contents

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  • Management of Classes and Attributes
  • E-mail Alerts for Events
  • Template Management
  • Importing, Exporting and Localizing Templates

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