# Customize form fields specifications CASES - https://rockfish.ayanova.com/default.htm#!/rfcaseEdit/3426 - https://rockfish.ayanova.com/default.htm#!/rfcaseEdit/1442 - https://rockfish.ayanova.com/default.htm#!/rfcaseEdit/1368 - https://rockfish.ayanova.com/default.htm#!/rfcaseEdit/3408 REQUIREMENTS UI FEATURE - The ability to customize forms: - A "Customize" option in the Action bar menu | that is accessible to people of BizAdminFull role only - If a dispatcher needs a custom field set on a workorder, a bizadminfull user must login and set that up for them - When customize is selected a generic form pops up with a list of fields provided by the backend and their current settings and controls - This form can then be re-used everywhere as it's a stock object and this way we don't need to have a customize form for every existing CRUD form - Choosing to expose one or more of up to 16 custom fields on form in custom field section that shows when at least one is enabled - Set the localized text for the current locale for every existing field and any custom ones enabled - Set whether a field is visible or not to user - Some stock fields will never be able to be hidden, they will be "core" fields required for AyaNova operations and will have their hidden checkbox grayed out - Set whether a field custom or stock is required to have a value entered or have it's value changed - If required then it's like a business rule and treated just like that at the back and front end - During business rule validation check at backend it checks if the fields are required and have entries and returns a validation error if not exactly the same as for built in rules - Ideally this would be a better feature if it was everywhere, not just in a limited set of objects but rather in all substantial objects - Client caches the customization data when it first opens the form and then checks if it's changed when it next opens the form - The route that fetches the FormCustom data needs to accept a query item that is a date or concurrency token so that if nothing has changed the server returns the unchanged code or instead returns all the data if it is changed to save bandwidth - RAVEN custom fields start with 1 not zero like in v7 - Import v7 custom0 to RAVEN custom1 ## TODO - Need a FormCustom table and model to hold the user's form customization data - Only holds items that differ from stock, no "core" fields allowed - FormKey - FieldKey - Hide - Required - Type (checkbox, date, date time, decimal, number, picklist, and text) - Need a FormAvailableFields static collection class that contains the fields available to each form - This should be independent from any other class tied to a particular route or controller or db table as it could be some or none of all of those things - Method: GetFields(FormKey): FieldKey (localekey), Core (bool, true means can't be hidden), IsCustom (bool, means it's one of the custom fields that can be set to type etc) - Method: GetForms() returns a list of form names - Method: IsValidForm(string formKey) bool exists or not - Need a FormCustom controller that supports routes for: - Routes for customization form populating and receiving - GET (formkey), gets a FormOptions object that combines the data from FormAvailableFields static class with the current custom values if any from the FormCustom table - POST (formkey), accepts a FormCustom object that contains the users customization choices only - Validation ensures "CORE" fields cannot be customized - Localization changes are handled here even though they aren't part of the actual FormCustom table, so split off and separately the localized text is updated - Routes for the day to day form display purposes that efficiently fetch the form customization to use on demand and caches at the client - (GET formkey, token): Given a formkey and an *optional* concurrency token, returns one of the following: - If no concurrency token or doesn't match the current db one then: - a list of customized fields (not the non customized ones) so the client can display the UI correctly: - Basically whatever is in the FormCustom table record for that formkey - If concurrency token provided and is unchanged then simply returns a code 304 (NOT MODIFIED) EXISTING v7: - 10 custom fields in - Client - Contract - HeadOffice - LoanItem - Part - Project - PurchaseOrder - Unit - UnitModel - User - Vendor - WorkorderItem RAVEN REQUIREMENTS / CHANGES