This commit is contained in:
@@ -1,16 +1,18 @@
|
||||
# Customize form
|
||||
|
||||
The Customize form is provided to show or hide unused form fields on an edit form and also to set individual fields to require data be entered in them.
|
||||

|
||||
|
||||
The Customize form is provided to show or hide unused form fields on an edit form and also to set individual fields to **required** entry.
|
||||
|
||||
Custom fields can also be enabled here to provide additional data entry fields unique to your business.
|
||||
|
||||
## Authorization Roles required
|
||||
|
||||
Many roles can *select* this object on other records where approriate. Editing or viewing this object in detail is only available to Users with the following [roles](ay-biz-admin-roles.md):
|
||||
Many roles can _select_ this object on other records where approriate. Editing or viewing this object in detail is only available to Users with the following [roles](ay-biz-admin-roles.md):
|
||||
|
||||
Full access
|
||||
|
||||
- Business administration
|
||||
- Business administration
|
||||
|
||||
Read only access
|
||||
|
||||
@@ -50,9 +52,9 @@ Address fields in work orders and quotes that are set to required will check the
|
||||
|
||||
Some fields by their nature can't be set to required and will not display a Required checkbox:
|
||||
|
||||
- many fields are already required internally by AyaNova such as a Customer Name and many numeric / currency fields which are not optional
|
||||
- some control types such as checkboxes don't support the concept of no entry due to having only two states
|
||||
- logistics reasons apply to other controls such as signature controls on work orders which logically can't be signed until the work is completed
|
||||
- many fields are already required internally by AyaNova such as a Customer Name and many numeric / currency fields which are not optional
|
||||
- some control types such as checkboxes don't support the concept of no entry due to having only two states
|
||||
- logistics reasons apply to other controls such as signature controls on work orders which logically can't be signed until the work is completed
|
||||
|
||||
### Custom fields
|
||||
|
||||
@@ -67,14 +69,14 @@ There are three steps to enabling a Custom field:
|
||||
1. make the custom field visible
|
||||
2. choose the data type that will be tracked in this field. There are 8 choices available and they will show on the form as:
|
||||
|
||||
- `Date / Time` date _and_ time picker control
|
||||
- `Date` date only picker control
|
||||
- `Time` time only picker control
|
||||
- `Text` multiline text box for small or large amounts of text (Unicode and Emojis 🌡️ supported as with all AyaNova text fields)
|
||||
- `True / False` checkbox control
|
||||
- `Integer` integer whole number input control, no fractions
|
||||
- `Decimal` decimal number input control, fractional
|
||||
- `Money` currency control with currency symbol
|
||||
- `Date / Time` date _and_ time picker control
|
||||
- `Date` date only picker control
|
||||
- `Time` time only picker control
|
||||
- `Text` multiline text box for small or large amounts of text (Unicode and Emojis 🌡️ supported as with all AyaNova text fields)
|
||||
- `True / False` checkbox control
|
||||
- `Integer` integer whole number input control, no fractions
|
||||
- `Decimal` decimal number input control, fractional
|
||||
- `Money` currency control with currency symbol
|
||||
|
||||
3. Change the User's translation(s) to show the desired title above the control: Make a note of the translation key for the custom field. It will be shown just beneath the current translation for that field, for example "Custom5" in the Customer form has an internal translation key of "CustomerCustom5". Save your changes here and then use the translation key to [find and edit the translation](adm-translations.md) so that the desired title shows with the Custom field. There is a _Translation_ menu item on the Customize form to save a click.
|
||||
|
||||
|
||||
Reference in New Issue
Block a user