Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Info
Since version 9.0

The Custom Form can be:

  • either embedded into another document (quote, deal plan, standalone custom form)

  • or act as a standalone document, with it’s own list page and detail page

Here’s the comparison of features provided by the 2 variants

Feature"Embedded" form"Standalone" form

Menu item to access the form

-

Own configured menu item

Layout

not supported, only single page with inputs, outputs

can have multiple sections with multiple tabs, where one of them is the page with inputs/outputs

Custom Header

yes (but likely not reasonable to use, when the parent doc has its Custom header too)

yes

Approval Workflow

no

yes