Custom Form Overview

When beginning with Custom Forms, you can watch the introduction video.

Technically, the Custom Form is a special object type, which:

• Can ask user for inputs.

• Calculates result values.

• Presents results in the form of charts, tables or plain lists of results.

• Can be either standalone or embedded.

  • Embedded inside of another document - e.g., as a special tab on Quote detail page.

  • Standalone - where each type of the custom form has a separate page with a list of documents.

    • Can have an approval workflow.

    • Its page can have a layout with more steps and more tabs.

You can think about the Custom Form as a small micro application with a general purpose. Use case examples:

• You can create an app to calculate CO2 emissions, and then use it as a separate tab in the Quote document, to support the additional needs of quotation process.

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Figure 1. Standalone Custom Form - the tab with detail of the form. Here with Configurator button.

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Figure 2. Standalone Custom Form - second tab, with an embedded dashboard.

See also Custom Forms in Pricefx Documentation.