Request Quotations Task Screen

Create the PurchaseQuotationCreate task screen used by Procurement to review an approved Purchase Request, add vendor quotation entries, and submit the request.

Create the Request Quotations screen

Build the Request Quotations task screen by copying the existing Purchase Request Create screen, as it already contains the Purchase Request structure needed for this task.

1. Copy PurchaseRequestCreate and rename the copy PurchaseQuotationCreate.
2. Configure the screen text label:

Property	Value
Text	Please specify which vendors should be contacted for an RFQ:

3. Save your changes before continuing.

For instructions on copying a complete screen, see Copying an entire screen.

Adapt the screen for the Procurement task

Update the copied screen so Procurement can review the approved request, add quotation entries, and complete the task.

1. Reconfigure the screen variable

1. Open the screen’s Variables tab.
2. Update the request variable’s properties:

Property	Value
Name	request
Context	Input
Type	This.PurchaseRequest
Default expression	Leave blank

3. Save your changes before continuing.

2. Display the approved Purchase Request

The embedded PurchaseRequestInclude screen should be read-only so Procurement can review the approved request without changing it.

1. Return to the Layout tab.
2. In the LOGIC section of the Components toolbar section of the component toolbar, add a Disable component above the embedded PurchaseRequestInclude screen.
3. Drag PurchaseRequestInclude into the Disable component.
4. Set or confirm the following Disable properties:

Property	Value
Disabled	true
Keep disabled if already disabled	Checked

5. Leave all other properties at their default values.

6. Save your changes before continuing.

3. Configure the quotation entries

Add a For component to display the quotation entries stored in screen.request.quotations.

1. From the LOGIC section of the Components toolbar section, drag a For Loop onto the Vertical layout component.
2. Configure the For Loop as follows:

Property	Value
Array	screen.request.quotations
Loop variable	quotation
Loop variable type	This.Quotation

3. Leave all other properties at their default values.

4. Add a Card component inside the For component.

5. Add an Input component inside the Card.

6. Configure the Input component as follows:

Property	Value
Label	Vendor name
Binding	quotation.vendor
Type	Text

7. Leave all other properties at their default values.

8. Save your changes before continuing.

4. Add the Add RFQ button

The Add RFQ button creates a new Quotation object in the Purchase Request’s quotations collection.

1. From the CORE section of the Components toolbar section, add a Button component below the For component.
2. Configure the button as follows:

Button	Tab	Property	Value
Add RFQ	Properties	Prefix icon	add_circle
		Text	Add RFQ
	Appearance	Color	Basic
	Events → Click	Action type → Ad-hoc action	screen.request.quotations.push( new This.Quotation )

3. Leave all other properties at their default values.

4. Save your changes before continuing.

5. Configure the screen output

1. Open the screen’s Outputs tab.
2. Confirm that the submit output is configured as follows:

Property	Value
Name	submit
Output type	This.PurchaseRequest
Can drive Process forward	Checked

3. Save your changes before continuing.

6. Update the Submit Request button

Update the existing Submit Request button so Procurement can submit the completed quotation entries and finish the task.

1. Return to the screen’s Layout tab.
2. Select the Submit Request button.
3. Update the button as follows:

Button	Tab	Property	Value
Submit RFQs	Properties	Prefix icon	send
		Text	Submit RFQs
	Appearance	Color	Primary
	Events → Click	Action type → Ad-hoc action	await output.submit(screen.request)

4. Leave all other properties at their default values.

5. Save and close the editor.

Related concepts

Rendering Collections on Screens

Learn how screen components render and edit collections of related records.

Process Routes

Understand how submitted task output selects the next route through a Process.

Button Actions

Review how button actions submit quotation data and complete screen interactions.