Self-Service form
A Self-Service form is a web page that combines various blocks. A block is a section in a page.
The following table describes the generic pages and blocks available in PSS:
Page | Description |
|---|---|
Add page | Allows you to add an element which then becomes available in the list page. For example, if you add a visitor using the Visitor add page, the visitor is listed in the Visitor list page and becomes available for the back office. An add page has an add block where you fill in the information to create a new element. The fields with an asterisk are mandatory. For example, you fill in the visitor data on the add block of the Visitor page. Tip For a description of the field types and the corresponding icons used, refer to Basic navigation in Planon Web Client. |
Edit page | Allows you to edit the element details. For example, edit a visitor’s details. An edit page has an edit block where you can make modifications/edits and submit the changes. There are, however, some differences in the way the edit page works across the modules: Tip For more information, refer to Self-Service Modules. |
List page | The List page consists of: - An information block/help text on the top of the page. The information block displays additional information or instructions specified for the page. - A search block that allows you to search for a specific element. Specify the search criteria in the search fields. - A list block that displays the available elements on the page. The list block displays search results in the form of rows. Clicking a row will display the details of the selected element in a detail block. If the number of results exceeds the number specified in the settings, navigation buttons are enabled. The Navigation buttons  display a count of the number of pages on the web form. The display of the page numbers is configurable by your application manager. |
Confirmation page | Consists of a confirmation block. It displays the default text to confirm the action that you performed. For example, a confirmation is displayed when a new visitor is added. |
Details page | Consists of a details block. It displays complete details of an element. |
In PSS, there are some blocks that are available only with specific pages. The following table describes these specific blocks:
Page | Description |
|---|---|
Order lines block | This block is available only in the Work orders page. |
Upload block | The upload block is available in the Add/edit pages of Service requests, Orders, Move request, Workflow and Reservations |
Communication logs block | This block is available in Service calls > Details page. |
Question block | This block is available in Service calls and Workflow. |