The new module for creating your own forms makes it easier for organizations using the e-TRAM 2.0 service to complement the generic forms offered by default with personalized (tailor-made) forms.
The philosophy of this module is, therefore, to replace the current PDF or Word that public entities define to measure with their own forms designed and managed 100% by the organizations. This provides a better processing service, both for citizens and for managing entities, who receive customized forms and their entry registration with complete 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 its display.
Specific explanations are included for each type of field, such as texts, file attachments or selection buttons... In addition, instructions are offered on how to preview the final form and activate it for use, or even export it so that it can be reused.
To proceed, 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 AOC, as the service administrator, to enable the functionality for your organization. You can request this through thee-TRAM support form, indicating in the subject line "e-TRAM Activation of the own procedures module".
Once we confirm that the module is active, by accessing the form management environment at https://seu-e.cat/tramits/admin you will find the " New form " button.
Once inside you will be able to:
- Fill in the basic information on the new form.
- Customize the form fields.
- Click on " Add field " and select the desired field type.
- Customize each field according to your needs (mandatory, help, etc.).
- Preview the form to see how it will look.
- Perform functional tests (make a test entry in the registry), and if correct, activate .
You will find more information in this same space in other questions and answers where we detail the mechanisms.
2. Configure it
Once you have the form created, you will only need to configure it. Specifically, you will need to:
- Activate or deactivate 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 listing (using the listing creation tools available in e-TRAM 2.0), or by linking to a listing from the external catalog.
Associate the form with a new catalog process sheet
If you use the e-TRAM catalog, and therefore have (or create) a form with the same solution, you can associate a new form to the form very easily. Specifically, you will need:
- Access the "Catalog of procedures" as you always do when adjusting files.
- Click on "Create a new procedure" and fill in the necessary data or "edit" an existing one.
- Link the form to a custom form . To do this in the form editor, you will need to uncheck " It is e-TRAM 2.0 " (because it basically acts as a separate procedure, different from the generic ones we offer by default), and then "paste " the specific link of the form created, in the "Link to own form" box.
The mechanism for creating your own files is already known and is documented on the support portal: How can I create my own procedure?