Intake design

On the Intake design page, you can review the purchaser-input fields imported from the event template, add intake form fields, or edit certain field settings.

Most configurations for the intake form can be done by updating the bot template purchaser fields.

We recommend editing the Intake fields using the Bot template and refining and completing configurations such as lookup, auto-population, and date formatting using the Intake design page.

Edit an Item field

Adding detailed information to each field, such as descriptions, is crucial in providing context for requesters. Descriptions can help users understand the purpose of each field and what type of information is required. 

To edit an Item field:

  1. Hover over the top right corner of the card and then click the pencil icon
  2. You can modify the Field name, Description, and Input type for fields imported from an event template
  3. Click Update

If you want to modify the bid sheet by adding new fields or making other changes, you need to update the fields in the event template within Sourcing Optimizer and then import the template again. Any additional fields created on the Intake design page will only appear on the Intake form.


Figure 1. Bot builder intake form

Arrange Item fields

To rearrange Item fields, drag and drop using the Arrange icon on the left of the field. Alternatively, hover over the top right corner of the card and then click the upward or downward arrow


Figure 2. Arrange input fields

Add an Item field

To add a new Item field:

  1. Select +Add Field
  2. Add a description for the field
  3. Under Field options, toggle on Required if this is a required field
  4. Select the Input type as Text, Number, or Currency
  5.  Select the relevant input option
  6. Click Add

Figure 3. Add a new field

Delete an Item field

Only fields that have been added to the Intake design page can be deleted. Fields that are included in the template design cannot be removed.

To remove an added field, hover over the right side of the field box and click the Delete icon.