| Info |
|---|
Since version 9.0 |
The Custom Form can be:
...
Either embedded into another document (
...
Quote, standalone
...
Custom Form).
...
Or act as a standalone document, with
...
its own list page and detail page.
Here’s the comparison of features provided by the
...
two variants:
Feature | "Embedded" |
|---|
Form | "Standalone" |
|---|
Form | |
|---|---|
Menu item to access the list of form instances | - |
Its own configured menu item | ||
List Page | No, they’re managed from inside the parent object’s detail pages. | Yes, accessible via its own menu item. |
Layout |
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 (but likely not reasonable to use, when the parent doc has its Custom header too) |
Yes |
Approval Workflow |
no
No | Yes | |
Field CustomForm.parentTypedId | Refers to the document/object, into which it is embedded. | Not used |