Input Form Manager Fields

Here is a description of the interface elements on the Input Form Manager list view and edit pages.

Toolbar

Key: L – List view only; E - Edit page only

Element   Description
New L Allows you to create a new custom input form. You must specify the document type and form type (Input, View, Input & View) you want to work on. The default form for your chosen document type and form type is then loaded as the basis of the new form. Note that the combined Input & View form type gives better performance so it is the recommended choice.
Clone L Creates a new custom input form based on the selected form. When the cloned form has been saved, it appears at the bottom of the list of custom input forms.
Edit L Loads the selected inactive form for editing.
Delete L Deletes the selected inactive form once you have confirmed the action.
Back to List E Returns you to the list view.
Form Name E The form name. A custom input form cannot be saved without a form name.
Save E Saves the current custom input form.
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The list view contains a grid listing all the custom input forms in your org. You can filter the list using the Document Type, Form Type and Status drop-downs above the grid.

Field Description
Document Type Select the document type you want to filter on in the list. Choose All to list custom input forms for all document types.
Form Type Select the form type you want to filter on in the list (Input, View, Input & View). Choose All to list custom input forms of all types.
Status Select the status you want to filter on in the list (Active or Inactive). Choose All to list custom input forms of both statuses.

Grid

The grid lists custom input forms that match the current filters. You can reorder columns by dragging a column heading along the grid and releasing it at the desired position. Click in a column heading to see a shortcut menu of options to sort the list, and to show or hide columns.

Field Description
Checkbox Select/deselect the custom input form.
Form Name The form name.
Description The form description.
Document Type The document type.
Form Type The form type (Input, View, Input & View).
Last Modified The date/time when the form was last modified.
Last Modified By The user who last modified the form.
Status The form status (Active or Inactive).

Assignments Panel

This panel becomes available when you select a custom input form in the grid. The controls in this panel allow you to assign the selected form to one or more companies in your org, and to activate it.

Control Description
Activate/Deactivate Activate the selected form to make it available in the chosen companies. You must deactivate the form if you want to edit it or change the companies it is assigned to.
Company The companies to which the selected form is assigned. Choose All to assign it to all the companies in your org, or use Select From List and select one or more companies from the drop-down list to assign it to those companies only. For example, you might create different custom input forms to cater for different tax calculation methods and you would want to assign the appropriate form to the company with the relevant tax regime.

This page is displayed when you create a new custom input form or edit an existing one. The page is divided into two main areas: a panel containing the Fields List and Form Settings, and an area displaying the form layout with separate Header, Line and Summary sections.

Control Description
Fields List From the drop-down list, choose the header or line object to display a list of fields available on that object. Add fields to the layout by dragging them from the Fields List and dropping them onto the appropriate section on the layout. You can use Ctrl+click to select multiple fields; when you drop them on the layout they are inserted in the order of selection. You can use Shift+click to select a group of sequential fields.
Form Settings Displays the form description.
Layout Area Displays Header, Line and Summary sections in a WYSIWYG view. You cannot move or delete the three main sections, but you can add, move and delete fields within them. If you delete all fields from the Summary section it is not displayed at runtime. Note that you cannot remove header fields marked with a red vertical bar, nor line item fields marked in the top left corner.
Related Lists This section is only available when the form type is View or Input & View. Use the Add or Edit Related List button to enable related lists on the form. Any related lists that you enable are displayed in a row below the button. You can change their order by dragging and dropping them along this row. When viewing a document using this form, you will be able to click on a related list to view its contents.