Catalog products can be associated with a Form, to gather additional information about the item (product or service). Forms can contain fields for recording general information (text, date, etc.) and option lists, including associated pricing, which customizes the base catalog price.
How it Works
Items have a base price defined in the catalog. A Form's fields can be configured with options that may increase or decrease this base price.
Example: If a base catalog item is a Jumper priced at $10.00. A form option for a "Large" size may have an additional price of $2.00, making the final price $12.00 when selected.
Prerequisites
Audience: Premium Supplier
Intent: Define custom forms and link them to hosted catalog products.
Access: Must be logged into the Unimarket supplier portal.
Note: The form name in your catalog CSV/product editor must exactly match the name of the form created in your store to avoid a validation error.
Step 1: Access Configure Store
From the left side menu, select Profile.
Click Configure Store.
Step 2: Add a Form
Select the Forms tab.
Click +Add Form.
Insert your form name in the Name field.
Optionally, insert information in the description box. (This information will appear in the help bubble text next to the form).
Click +Add Field.
Step 3: Form Fields
After naming the form, you must define the fields your customers will interact with.
| Field | Description | Notes |
|---|---|---|
| Type | Defines the details required (e.g., Picklist, Text, Date). | If Picklist, Multi-Select, or Radio Button is chosen, the Add Option section appears. |
| Name | The question or statement the user will view. | |
| Code | A unique identifier for reporting. Not visible to users. | Character limit of 20. Must be unique for the form. |
| Description | Longer description that will display below the form field. | If Show Description is unchecked, this displays in a help bubble. |
| Show Description | When checked, displays the description below the field. | |
| Mandatory | Requires the user to take action on the field. | Select Yes, No, or Conditional. If Conditional is chosen, you define the dependency based on a previous field's value. |
| Visible | Defines when the field appears. | Can be Yes or Conditional (based on a previous entry). |
| Help Text | A message to help users with their entry. | |
| Default Value | A value set to automatically appear in the entry. | Can be changed by the user if needed. |
Step 4: Type Field Options
| Field Type | Function | Options/Notes |
|---|---|---|
| Checkbox | Allows a Yes/No answer, or a mandatory confirmation checkbox. | |
| Date / Date/Time | Provides a calendar for date selection, and time format fields for date/time. | |
| Decimal Number | Allows decimal numbers (e.g., 1.5). | |
| Money | Formats the field to currency and requires number entry. | |
| Number | Requires only numbers to be entered. | |
| Text / Paragraph Text | Allows free-form text entry. | Text is limited to 255 characters; Paragraph Text allows longer content. |
| Picklist, Multi-Select, Radio Button | Provides defined options for the user to select. | Click Add Option to add choices. You can specify a price for each option that adjusts the catalog base price. |
| Help/Information / Hyperlink | Used for static content or links on the form. | Requires a content/type or hyperlink as a mandatory field. |
Option 1: Conditional Fields
Form fields can be conditionally visible, meaning their visibility is dependent on a selection made in a previous field.
Go to the Mandatory and/or Visible field and select Conditional.
Select the desired field in the Conditional Field dropdown (the field visibility is dependent upon).
The Type and Value fields will populate and choose the desired condition.
The example below shows that Form 2 will be visible, if the buyer selects "Black" as the Value. If the buyer selects "Red" as the Value, then Form 2 will not appear.
Step 5: Assign Form to Catalog Items
You can link a form to a product either manually or in bulk via export/import.
Option 1: Manually Assign a Form to an Item
Select Catalogs on the left side panel.
Click View Catalogs.
Select the desired customer's catalog.
Click the Active Products tab.
Select Edit for the desired item.
In the Form field, select the dropdown and choose the desired form.
Click OK.
Option 2: Assign Forms in Bulk via Export/Import
Select Catalogs on the left side panel.
Click View Catalogs.
Select the desired customer's catalog.
Click More Actions and select Export Active Products.
Click the hyperlink titled "here" on the Job Submitted box, then click Download once the job status is Finished.
Open the downloaded file and insert the exact form name (created in Step 5) into the cells under column G (Form) for all desired items.
Save the updated file as a CSV format.
Select Catalogs -> View Catalogs -> select desired catalog -> More Actions -> Upload Catalog File.
Click Browse to attach the updated file.
In the Products not in upload field, select Keep them.
Click OK.
Once the upload is complete, go to the Draft Products tab and click Publish for Review to activate the forms.
Results/Validation
Buyer View
To verify the form was attached successfully, go to the Buyer View tab for the catalog and select the desired item. The form will be displayed under the Configuration header. Buyers are presented with the list of form fields, and if any fields are option lists with pricing, the selection will automatically update the product price.
Form Data Handling
The form data is captured and passed through the checkout process with the product/service lines on the PO. The data is then sent to the supplier:
In the line item description on the PO.
Within the PO integration message as extrinsic fields (if integration is enabled).
What's Next/Related
- You can also watch a short video on this process: