| Info |
|---|
| Since version 9.0 |
The Custom Form can be:
either Either embedded into another document (quoteQuote, deal planDeal Plan, standalone custom formCustom Form).
or Or act as a standalone document, with it’s its own list page and detail page.
Here’s the comparison of features provided by the 2 two variants:
| Feature | "Embedded" formForm | "Standalone" formForm |
|---|---|---|
Menu item to access the list of forms form instances | - | Own Its own configured menu item |
List pagePage | noNo, they’re managed from inside the parent objects object’s detail pages. | yesYes, accessible via its own menu item. |
Layout | not Not supported, only a single page with inputs, outputs. | It can have multiple sections with multiple tabs, where one of them is the page with inputs/outputs. |
Custom Header | yes Yes (but likely not reasonable to use, when the parent doc has its Custom header too)yes | Yes |
Approval Workflow | noNo | yesYes |
field Field CustomForm.parentTypedId | refers Refers to the document/object, into which it is embedded. | unusedNot used |