Custom Form Configuration Overview

This article contains an overview of all configuration possibilities for a Custom Form.

Custom Form Type

To set up a Custom Form, you must create a new Custom Form Type.

• Custom Form Type (CFOT) - keeps the reference to the logic, workflow, layout, menu item, etc.

Logics

Using logics you can implement all the calculations of the results.

• Custom Form logic - Prepares form’s header inputs and calculates results.

Domain Model

The pre-configured types of custom forms are stored in:

• Custom Form Type (CFOT)

The following entities are used to store data of the custom forms:

• Custom Form (CFO)

Advanced Configuration Options

There are many options, which can be set up in Configuration pages under Administration › Configuration and influence behavior of the application.

Values of those options are then stored in Advanced Configuration Options, which can be fetched to the project configuration files.

• Advanced Configuration Options (Custom Form)

Approval Workflow

Custom Form is an approvable document, so it can have an Approval Workflow attached. For details see Approval Workflow Configuration Overview.

Access / Entitlement

You can configure access to:

• Page with a list of Custom Form Types, at Administration › Custom Forms.

  • Role: Master Data > Administer Custom Forms

• Page with a list of Custom Form logics, at Administration › Logics › Header Logics › Custom Forms.

  • Role: Manage Custom Form Calculation Logic

• Particular Custom Form Type.

  • Via fields userGroupEdit and userGroupViewDetails of the CustomFormType object.

• Detail and editability of a particular instance of Custom Form.

  • Via fields userGroupViewDetails of Custom Form Type - gives full access to its Custom Forms.

  • Via fields userGroupEdit and userGroupViewDetails of the CustomForm object.

See also about Access Rights in Module Category (MCA) article.

Roles

There are several Roles available to setup entitlement for the Custom Form feature.

Details, with detailed explanation of all roles, can be found on page: User Roles.

• Administer Custom Forms:

  • Can access/Modify/create/delete “Custom Form Types”.

  • Everything that “Manage Custom Form” role can do.

  • Everything that “Manage Custom Form Calculation Logic” role can do (to be checked).

• Manage Custom Forms:

  • Can open / delete/ modify the listing of custom object.

  • And everything that “Edit Custom Forms“ role can do.

• Edit Custom Forms:

  • View the listing.

  • Open a Custom Form.

  • Recalculate/Save.

  • Can’t delete or create a Custom Form.

• View Custom Forms:

  • View the listing.

  • No actions allowed.

• Manage Custom Form Calculation Logic:

  • Access to Header Logics › Custom Forms.