Enabling Integration with Document Management

1. From the SmartSolve Portal Page, click the Administrator Tools tab.
2. In the Settings section, click Forms Designer.
   Result: The Forms Designer window is displayed.
3. Click Form > Open.
   Result: The Open Form list is displayed.
4. Enter CHGM_PLN_VERIFY_PLANNING in the search field at the bottom of the form list.
5. Click the CHGM_PLN_VERIFY_PLANNING form.
   Result: The form is displayed.
6. Double click on Select To Change in the 4th section down on the form.
   Result: The CHGM_PLN_SUB_POLICY form is displayed. This is a sub form of the CHGM_PLN_VERIFY_PLANNING form.
7. Click in the CP_POL_GRACE_PERIOD section of the form.
   Result: The properties for that section of the form are displayed on the right side of the window.
8. In the Behavior section, click the Hidden drop down button and select No.
   Result: This specifies that the field will now be visible in the form.
9. Click Form > Save. Click the Ok button.
10. Click Lifecycle > Publish.
11. Enter your UserId and Password. Click the Ok button.
12. Click the Ok button.
13. Close the sub form window.
    Result: The CHGM_PLN_VERIFY_PLANNING form is displayed.
14. Click Form > Save. Click the Ok button.
15. Click Lifecycle > Publish.
16. Enter your UserId and Password. Click the Ok button.
17. Click the Ok button.
    Result: The edited form is published and the Integrate with Document Management policy is now available in the Define Change Plan window.
18. Close the Forms Manager window to return to the SmartSolve application.
    

NOTE: This form may contain a number of sections which point to more sub forms which contain all of the sections a form. See the Studio Designer Help System for additional information about modifying existing form fields and publishing changes.

See Also

Document Management Integration