Field and settings reference

Quick lookup of Forms fields, owner settings, statuses, sharing values, import options, messages and rules.

Applies to: Forms List and Forms Manager

Audience: Suppliers and account owners looking up a field, setting or message

Prerequisites: none

Labels below are the Wholechain defaults or those on the example forms. Form owners can rename most of them.

Forms page

Item	Description
Location	Compliance → Forms (second module under Compliance).
Forms List tab	Forms shared with your account. Columns: Name, Shared By, Last Updated. Search box: Search forms. Row click opens the form in a side drawer.
Forms Manager tab	Forms your account owns. Columns: Name, Status, Sharing, Last Updated. Button: Create Form. Row click opens configuration.
Supported form type	Ship Event.

Action	When shown	What it does
Publish	Only when there are edits not yet published	Publishes the latest configuration.
Edit Form	Always	Opens a drawer to rename the form (Form Name, Save Changes).
Manage Sharing	Always	Opens the sharing drawer.
Copy URL	Always	Copies a link to the form.
Delete Form	Always	Opens the Delete Form? confirmation.

Field	Values
Status	Draft (never published); Published (an information icon appears when a newer edit is unpublished).
Sharing	Don't Share; All Network Partners; Specific Network Partners.

Create Form drawer

Field	Required	Notes
Form Name	Yes	Shown to recipients.

Form configuration (owner)

Section	Setting	Default	Notes
Information Details	Section Title	blank	Heading of the supplier's instructions section.
	Instruction Document	none	Chooses an existing document from Documents.
	Information Content	blank	Rich text: undo/redo; Small, Body, Large, Heading; Arial, Times New Roman, Helvetica, Georgia, Verdana; bold, italic, underline, color; bulleted and numbered lists; links.
Vendor Details	Section Title	Vendor
	Vendor Selection Label	Vendor Details
Ship From Details	Section Title	Ship From
Ship To Details	Section Title	Ship To
	Shipping to Label	Ship to Location
Shipment Details	Section Title	Shipment Details
	SSCC Display Label	SSCC
	Purchase Order Number Label, Purchase Order Number Tooltip	Purchase Order Number; no tooltip
	Universal TLC Label, Universal TLC Tooltip	TLC; no tooltip
	TLC Source Label, TLC Source Tooltip	TLC Source; no tooltip
	Use SSCC Validation	Off	GS1 check-digit validation.
	Use Universal TLC Format	Off	One TLC across all product rows and lot or serial entries.
Custom Template Attribute	Attribute Key, Attribute Label, Attribute Type (all three required to create the attribute), Attribute Tooltip, Dropdown Items	none	Types: Dropdown, Number, Text, Date. Delete removes a row.
Trade Item Table Section	Section Title	Trade Item Table
	Product Column Name, Product Tooltip	Product
	Quantity Column Name, Quantity Tool Tip	Quantity
	TLC Column Name, TLC Tooltip	TLC
	TLC Source Column Name, TLC Source Tooltip	TLC Source
	Lot Serial Column Name, Lot Serial Tooltip	Lot/Serial
Optional Trade Item Columns	Item Number (Visibility, Name, Tooltip)	Shown; "Item Number"	Supplier's item number.
	Owner's Item Number (Visibility, Column Name, Tooltip)	Shown	Item number assigned by the form owner.
	UoM, GTIN, UPC, PLU, Brand (Visibility, column name, Tooltip)	Shown	Visibility values: Shown, Not Shown.

Item	Description
Sharing mode	Don't Share, All Network Partners, Specific Network Partners.
Trade partners	Selector enabled for Specific Network Partners.
Save Sharing	Saves the choice.

Supplier form (Forms List)

Section	Field or control	Notes
Information and Instructions	Expand to read	Owner's instructions and document.
Vendor	Vendor Details	Required. Your own (self) Trade Partner.
Ship From	Location (required); Add Location (selector)	Selector option opens Add Locations (Single Location, Bulk Upload).
	Add Location (button by heading)	Adds a Location entry to this form.
	Ship From Location toggle	One entry at a time.
	Remove Location	Unavailable on the current Ship From Location.
Ship To	Ship to Location	Required. Locations shared by the form owner. One per form.
Shipment Details	SSCC	Optional. You decide whether the shipment was sent in a container; leave it blank when no container code applies.
	Purchase Order Number	Required. Free entry.
	TLC, TLC Source	Required. Per buyer instructions.
	Shipment Date	Required. Date plus hours, minutes, seconds; OK applies.
	Manually enter TLC Source for each product	Hides shared TLC Source; row cells become editable.
	Invoice Number	Optional but encouraged. Information icon shows guidance.
Product table	Add Product, Import XLSX/CSV
	Row columns	Product name, Owner's Item Number (read-only), Quantity, TLC (read-only with a universal TLC), TLC Source, Lot/Serial. Product, Quantity, TLC Source and Lot/Serial are required on every row.
	Row three-dot menu	Delete.
Bottom of form	Clear Form, Submit	Clear Form empties entries without confirmation.

Import window

Item	Description
Title	Import Data from XLSX/CSV
Upload area	Click or drag file to upload; "Supports CSV and XLSX."
Buttons	Cancel, Import
Mapping	Map Attribute selectors. Required: Item Number/ID, Lot/Serial, Quantity. TLC and TLC Source when the form requires them.
Matching	By item number or ID, not item name.

Messages

Message	When it appears
"Compliance form created successfully."	After Create Form.
"Saving"	While an automatic configuration save is running.
"Draft published successfully."	After publishing.
"There is a newer edit version that has not been published yet."	Information icon beside Published.
"Form URL copied to clipboard."	After Copy URL.
"This form will not be shared with any trade partners."	Manage Sharing with Don't Share.
"Please input a ship from location"	A supplier leaves Ship From empty.
"Please input required fields."	A product row with missing required values (shown beside a red X on submit).
Delete Form?	Confirmation naming the form, with Cancel and Delete.

Rules and restrictions

Rule	Applies to	Behavior
Supported type	Forms	Ship Event is the only form type.
Publish before recipients see changes	Configuration	Recipients see only the published version.
Sharing does not include master data	Sharing	Destination Locations and Trade Items must be shared separately.
One destination per form	Shared form	A shipment has one Ship To destination. Use one form per shipment and destination.
One Ship From Location	Ship From	Only one entry can be designated; the designated entry cannot be removed.
Import matching	Import	Matches item numbers or IDs, not names.
SSCC validation	Shipment Details	Applies only when Use SSCC Validation is on.
Universal TLC	Shipment Details, product rows	When on, product TLC values are read-only.
Clear Form	Shared form	No confirmation window.
Labels vary	All forms	Owners can rename sections, fields and columns, and hide optional columns.

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