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What is a form?

Forms are Sanka’s standard tool for entering and updating records for objects accurately and with the same granularity. By arranging the input experience on the screen, you can prevent differences between personnel and input omissions, and maintain the quality of data flowing into workflows and reports.

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Main uses

  • Standardize input of orders, inventory, purchasing, etc. on site and back office
  • Prevent missing data and spelling errors with mandatory fields and input controls
  • Securely share only the input screen with external members or other departments
  • Create and update records as starting points for workflows and approval flows

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Mechanism and components

  • Target Object: The form is associated with a specific object (e.g. order, product, inventory) and displays its properties.
  • Property arrangement: Organize the input order by arranging them in sections or grids. Required /any, can be set as read-only.
  • Control rules: Set input constraints (required, character type, range) and display conditions to prevent input errors and exposure of unnecessary items.
  • Initial values/choices: Prepare default values ​​and candidate lists to reduce input time.
  • Attachments/Related: Allows file attachments and references to related records, allowing you to register while preserving the context.

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Creation procedure (example)

  1. Select Create New from the Form menu.
  2. Select the target object and set the form name and description.
  3. Drag and drop the properties you want to display and select Adjust Required/Initial value/Display conditions.
  4. Set access rights (viewing/editing) by role or member.
  5. Save and publish. Link to workflow triggers as necessary.

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Operational Best Practices

  • Keep required fields to a minimum and completion time short
  • Utilize options and default values ​​to reduce spelling errors and input errors
  • Clarify roles such as “Summary”, “Details”, and “Internal Memo” by dividing into sections
  • Indicate input criteria with field descriptions (placeholders or help text)
  • Place frequently updated items at the top and assume mobile input.

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Collaboration with workflow/automation

  • Create with forms /triggered by updated record, and automate approvals, notifications, inventory reservations, form generation, etc. with workflows.
  • Shorten decision-making lead time by ensuring data quality through validation and immediately reflecting it in subsequent reports and dashboards.

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Permissions/Sharing

  • Set viewing/editing permissions based on role and hide sensitive properties.
  • While input is intended for internal users, input from other departments and partner companies can also be safely accepted by sharing with limited permissions.

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Common scenarios

  • Order registration form: Make delivery date, inventory reservation, and billing conditions mandatory, and automatically generate inventory and invoice drafts using workflow.
  • Inventory adjustment form: Arrange only necessary items in a mobile layout during inventory and reflect differences in real time
  • Expense settlement form: Set expense items, tax categories, and required attachments, and automatically link approval flow and journal creation.