The new module for creating own forms makes it easier for organizations that use the e-TRAM 2.0 service to complement the generic forms offered by default, with personalized (tailored) forms.
The philosophy of this module is, therefore, to replace the current PDF or Word that the public bodies define to measure with their own forms designed and managed 100% by the bodies. In this way, a better processing service is available, both for the public and for the managing bodies, who receive customized forms and at their entry register with ease.
first steps
Based on a series of questions and answers that you will find in this support space, all the necessary steps are explained to activate the functionality, configure the form data, customize the fields, or manage their display.
Specific explanations are included for each type of field, such as text, file attachment, or radio buttons... In addition, instructions are provided on how to preview the final form and activate it for use, or until and export everything to be able to reuse it.
To move forward you will need to follow the following order:
Image 1: brief outline of the three key elements for the creation and management of new forms
1. Create your own form
To create a personalized form you must first request the AOC, as service administrator, to enable the functionality for your organization. You can request this through thee-TRAM support form indicating in the subject "e-TRAM Activation of the own procedures module".
Once we confirm that the module is already active, accessing the form management environment at https://seu-e.cat/tramits/admin you will find the " New form " button.
Once inside you can:
- Fill in the basic data of the new form.
- Customize form fields.
- Click on " Add field " and select the desired field type.
- Customize each field according to needs (mandatory, help, etc.).
- Preview the form to see how it will look.
- Do functional tests (make test entry to register), and if it is correct, activate .
You will find more information in this same space in other questions and answers where we detail the mechanisms.
2. Set it up
Once you have the created form, you only need to configure it. Specifically you will have to:
- Enable or disable the form.
- Configure the authentication level (it is always recommended to indicate "with authentication").
- Adjust the text of the LOPD (if the proposed generic text does not suit you).
- Finish by clicking on "Create" to add the form to the list.
3. Associate it with a file (optional)
With the form already created, you can choose to "Create " a specific file (using the file creation tools provided by e-TRAM 2.0), or by linking to a file of your own from the external catalog.
Associate the form with a new catalog procedure file
If you use the e-TRAM catalog, and therefore have (or create) a file with the same solution, you can associate a new form to the file very easily. Specifically you will need:
- Access the "Catalog of procedures" as you always do when adjusting tiles.
- Click on "Create a new procedure" and fill in the necessary data or "edit" an existing one
- Link the file to a personalized form . To do this in the file editor, you must uncheck " It's e-TRAM 2.0 " (because basically it acts as its own procedure, different from the generic ones we offer by default), and then "paste " the specific link of created form, in the "Link to own form" box.
The mechanism for creating own files is already known and is documented in the support portal: How can I create my own procedure?