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Info |
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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 |
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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 |