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Since version 9.0

Custom Form Type is used by solution developer 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. True - custom form embedded - used inside another document like quote. False - custom form is used standalone as a separate small app.
configuration – (JSON) Definition of layout of the custom form detail page. See Dynamic Tabs Configuration for details. Used 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.
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.
module – (ApplicationModule) Name of application module, in which the user interface will show the menu item, which opens a page with list of custom forms of this type. Only for standalone forms.
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