External Forms

External forms define the business objects that exist in an external system connected through OpenLink. In external form management, administrators create external object models, control whether they are enabled, and enter external field management for the selected form.

External forms belong to the selected OpenLink entry. Open OpenLink first, select the target OpenLink entry, then enter External Forms from the details actions.

External Form List

Open External Forms from an OpenLink entry.

The page shows external forms under the selected OpenLink entry. You can search forms by keyword, create new forms, and manage existing forms from list actions.

Area	Description
Back	Returns to the OpenLink page
Search External Forms	Filters the external form list by keyword
Create External Form	Opens the external form creation window
External Form List	Shows form name, form code, icon, enabled status, audit information, and description
Form Actions	Enter fields, edit, enable, disable, or delete an external form

Click an external form to select it. Double-click an external form to enter its external field page.

Create An External Form

1. Enter External Forms from the selected OpenLink entry
2. Click Create External Form
3. Enter the Form Name
4. Confirm or edit the Form Code
5. Choose an Icon
6. Add a Description when needed
7. Click Create

Field	Required	Description
Form Name	Yes	Display name used in the external form list and related OpenLink pages
Form Code	Yes	Stable code used to identify the external object in mappings and flows
Icon	Yes	Icon shown in the external form list
Description	No	Explains the external object's business meaning or integration purpose

When creating a form, Soln suggests the form code from the form name. You can edit the code before creation. Newly created external forms are disabled by default.

Edit An External Form

1. Select an external form in the list
2. Click Edit
3. Update the form name, form code, icon, or description
4. Click Save

Use editing for display and model information. Field definitions are managed from the external field page.

Enable Or Disable An External Form

Use the list action to enable or disable an external form.

Status	Effect
Enabled	The external form can be used by related OpenLink configuration
Disabled	The external form remains available for management but should not be used as an active integration object

Before enabling an external form, configure its external fields and identifier field so records can be recognized clearly in mappings and flows.

Delete An External Form

1. Select a disabled external form
2. Click Delete
3. Confirm deletion

An enabled external form must be disabled before it can be deleted. Delete external forms only when their fields, mappings, and flows are no longer needed.

Enter External Fields

External form management is the entry point for external field configuration.

Action	Description
Fields	Opens external field management for the selected external form
Double-click Form	Opens the same external field page for the selected external form

Configure fields after creating an external form. Fields define the external object's data model and are used by integration flows and mappings.

Recommended Workflow

For a new external form, use this sequence:

1. Select the OpenLink entry
2. Create the external form
3. Keep the external form disabled while its fields are being configured
4. Enter external field management
5. Add external fields and set the identifier field
6. Review mappings or integration flows that depend on the external form
7. Enable the external form after the required fields are ready