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Since version 9.0 |
Custom Form Type is used by solution developers to predefine possible types of Custom Forms, which can be then used by end users from within the Pricefx UI.
Configuration
Custom Form types are managed on the page Administration › Custom Form Types.
Fields
uniqueName – (String) Unique name of the type.
label – (String) Name of the type, as displayed to the end users.
headerFormulaName – (String) Name of the logic, which implements the functionality of the Custom Form. See Custom Form Logic
embedded – (Boolean) If this custom form is embedded or standalone. True - custom form embedded - used inside another document like Quote. False - custom form is used standalone as a separate small app.
module – (ApplicationModule) Name of the application module, in which the user interface will show the menu item, which opens a page with a list of custom forms of this type. Only for standalone forms.
moduleCategoryUN - which Module Category should display a list of Custom Form which are based on this Custom Form Type. Only for standalone forms.
workflowFormulaName – (String) Name of the workflow logic, which will be used to build approval workflow for this Custom Form. Used only for standalone forms.
configuration – (JSON) Definition of layout of the custom form detail page. See Dynamic Tabs Configuration for details. Used only for standalone forms.
supportedParentTypeCodes (Form Type) – (String) List of entities, which are allowed to embed this custom form type (Quote, Deal Plan, standalone Custom Form). Used only for embedded forms.