After creating a Form definition and adding elements to the Form, the last step in the Form process is adding requirements to the Form.
For Non-Assignment Forms, requirements include a Patron-based Attribute and an additional Non-Assignment Asset Type.
Note: Requirements must be set for the Form to be accessible to patrons. If the Patron Requirements and Asset Type Requirements are not set, then patrons will NOT have access to the Form.
1. In the Patron Requirements field, select a Patron Attribute from the drop-down menu.
If necessary, enter the name of a Patron Attribute to search for the Attribute. Results will be displayed automatically as text is entered.
2. Use the second drop-down menu to select the necessary Attribute Values. Patrons with a Attribute Value matching the selected Values in the Form’s defined Term will be allowed access to the Form.
3. Click Choose Asset Types.
4. In the Asset Type Requirements field, select an Asset Type Group from the drop-down menu.
If necessary, enter the name of an Asset Type Group to search for the Asset Group. Results will be displayed automatically as text is entered.
Note: Asset Groups and Asset Types are defined in the Financial Transactions module.
5. Use the second drop-down menu to select the necessary Asset Types. In the GET mobile app, patrons can request one of the defined Asset Types based on the information for each Asset Type.
6. Click Save & Exit.
Alternatively, click No Requirements. The Form will be saved, but patrons will NOT have access to it. Patron requirements can be added later by editing the form definition, saving the Form, and then configuring the Requirements.