Custom Form Type is used by
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Configuration Engineers to predefine possible types of Custom Forms
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which can then be
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used by end users from within the Pricefx UI.
Configuration
Custom Form
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Types are managed
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in Administration › Custom Form Types.
Fields
uniqueName
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(String) – Unique name of the type.
label
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(String) – Name of the type, as displayed to the end users.
embedded
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(Boolean)
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– Determines whether a customer form of this type is used as embedded or standalone.
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True – Custom Form is embedded – used inside another document
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, such as Quote.
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False – Custom Form is used standalone as a separate small app.
headerFormulaName
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(String) – Name of the logic
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which implements the functionality of the Custom Form. See Custom Form Logic.
configuration
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(JSON)
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– Layout definition of
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the
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Custom Form detail page. See Dynamic Tabs Configuration for details. Used only for standalone forms.
module
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(ApplicationModule) – Name of the application module
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in which the user interface will show the menu item
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which opens a page with a list of
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Custom Forms of this type. Either moduleCategoryUN or module field is set up, not both. Only for standalone forms.
moduleCategoryUN – Unique name of a Module Category
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which should display a list of Custom Forms
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based on this Custom Form Type. Either moduleCategoryUN or module field is set up, not both. Only for standalone forms.
workflowFormulaName
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(String) – Name of the workflow logic
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which will be used to build approval workflow for this Custom Form. Used only for standalone forms.
supportedParentTypeCodes (Form Type)
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(String) – List of entities
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which are allowed to embed this custom form type (Quote
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, standalone Custom Form, Rebates, Sales Compensation, Promotions). Used only for embedded forms.