Custom Entry Form Properties

Note that the options available on your form vary, depending on the type of entry form being customized.

• Form is Preferred – Check to make the form your default form when entering transactions of this type. Only one form can be defined as the preferred form per transaction type. Checking this box clears any previously defined preferred forms of the same transaction type and replaces it with your new preferred form. For details on how preferred forms are defined, see Defining Preferred Forms.

  Note the following about marking an entry or transaction form as Preferred for the Customer Center role:

  • External forms, meaning forms with names appended with (External), can be marked preferred for Customer Center roles, but not for other roles.

  • Forms that are not external cannot be marked preferred for Customer Center roles.

  • When a nononline order form is marked as preferred for the Customer Center, it is saved as the form for the order. Even if an online form is marked as preferred, it is not saved as the form for an order. Instead, the preferred nononline order form is used.

  Employee Center roles have limited access to forms. Only one form is ever made available to this role, and the form set on the Role record takes precedence over the preferred form.

• Store Form with Record – Check to store this custom form with each record created using this form. When viewed or edited, any record that was entered with this form is displayed using this form rather than your preferred form.

  • For custom entry forms, the Store Form with Record box is cleared by default.

  • The Store Form with Record box is available only for a subset of transaction forms. For this subset, the box is checked by default. This box is not available for other transaction forms because custom forms are automatically stored with records. For more information, see Storing Custom Forms with Transactions.

  Important:

  If a custom form is stored with a record, a user who accesses that record sees the custom form, even if that form is not enabled for their role.

• Print Template – This field is available only when the Advanced PDF/HTML Templates feature is enabled, and the Printing Type is set to Advanced. Select a template to be used when transactions associated with this form are printed.

• Enable Field Editing on Lists – Check to permit inline editing on this form. Inline editing lets users edit fields on this form from within the record view. When enabled, fields that can be edited from within the record view display the inline editing icon. This option also provides a New menu that lists options to create new related records.

• Use for Pop-ups – Check to use this form in popup windows when you add a record of this type from another record. This capability is available only for entity forms, item forms, and custom record forms. For each type of form, only one form can be set as the popup form. Checking this box clears any previously defined popup forms of the same transaction type and replaces it with your new popup form.

  Note:

  The Use for Pop-ups box is automatically checked for the custom form of a custom record, if there is no previous form already enabled.

• Popup Only – When Use for Pop-ups is checked, you can check Popup Only to use this form only when adding a record of this type from another record. If the form is a standard popup form, you cannot change the form in the popup window.

General Notices