Service Request Form Identity Tab - WebTMA 7

Active

Like other WebTMA records, the Active check box indicates whether this record is available for selection in the application or has been made inactive. It is checked by default.

Use Without Login

By default, your custom form will require a login. If you do not require your users to log in, mark the Use Without Login check box. See Generate Request URL for information about creating the links.

Use Cookie

This check box is available if you have marked the Use Without Login check box. It sets a cookie to recognize that user, which is effective for 24 hours.

Description

Add a Description for information purposes such as how you intend to use the form.

Form Type

Use the Request Form or Material Request Form initially. After you have created several forms, you can create a Menu Form if desired. The Menu Form is used as a kind of launch pad so your users can select different Request Forms. Note that on the Layout Tab, the available fields for a Menu Form are limited in number. These display in the drop-down menu on the Configuration flyout that opens when you click the Add Field button.

Data Access User

This field is used if you have marked the Use Without Login check box. It is used to restrict data access. When a selection is made in this field, the person who opens the window without login is limited to the same data as the selected user.

How to Create a Service Request Form

These are the steps taken to create a record and start the process.

1. Open the Service Request Form window. If you cannot open the window, see the Note in Service Request Form Overview.
2. Click Add on the WebTMA toolbar.
3. Type a Name.
4. Select a Form Type and complete any fields on the Identity Tab as needed.
5. Click the Repair Center Tab.
6. Select the applicable Repair Centers to which the form will be linked.
7. Click the Layout Tab.