Customize Form is a tool that empowers you to modify a Form Type or a Document Type (DocType) directly from the front-end interface.

It allows you to insert Custom Fields as per your requirement or customize the properties of standard fields.

Before delving into the intricacies of the Form Customization tool, we recommend familiarizing yourself with the architecture of forms in BizCentric by clicking here. This understanding will enhance your proficiency in utilizing the Customize Form tool effectively.

To access Customize Form, go to:

> Home > Customization > Form Customization > Customize Form

You can also go to the list view of any DocType and select Customize from the Menu options.

1. How to Customize a Form

1. Click on Customize Form.
2. You will be redirected to a page wherein you will be asked to Enter Form Type.
3. Once you enter the Form Type in this field, the page further expands, and you will be able to see multiple features.

1.1. Options While Customizing a Form

1. Change Label: This field is retrieved via Custom Translation, allowing you to modify the name of the field to align with your industry or language preferences. For instance, if your business provides services and you prefer to change the label from ‘Customer’ to ‘Consumer’, you can achieve this through Custom Translation, and the adjustment will be reflected here.
2. Title Field: This option enables you to designate a field to generate titles when viewing lists. Any “Data” type field can be designated as the Title Field for viewing forms in the list view. For example, if you want to view a list of employees with the title field set as ‘Employee Code’ instead of Employee Name, you can configure this setting here. Refer to our article on Document title for further details. Learn more about field types here.
3. Default Print Format: Each DocType may have multiple Print Formats. Here, you can select the default Print Format for the chosen DocType. For instance, a company might have various letterheads for different purposes, which can be configured through Print Formats. However, you can select separate Default Print Formats for a Sales Order and an Appointment Letter.
4. Image Field: You can select an “Attach Image” Field for your Image Field. This becomes the Image representing that particular DocType. E.g., the ‘Image Field’ for an Employee could be their photograph or a snapshot of their ID cards; the same can be configured here.
5. Max Attachments: You can enter the maximum number of attachments that could be added to this DocType.
6. Search Fields: When creating a DocType, you may want to link a particular field to another DocType. To facilitate easier selection, you can choose to display the value of another field from the latter DocType in the search results. Refer to this link for more information.
7. Sort Field: The records in any DocType List are arranged based on the field set as the Sort Field here. For example, for Items, if you want your list to be arranged alphabetically by Item Name, you can configure this setting here.
8. Sort Order: Choose whether you want the Sorting to be in Ascending Order or Descending Order.
9. Default Email Template: Similar to Print Formats, there may be multiple Email Templates for a single DocType. Here, you can set the default Email Template for the selected DocType. For instance, you can assign different Default Email Templates for a Sales Order and an Appointment Letter.

1.3. More Properties

• Hide Copy: When selected, this option prevents users from creating a duplicate of a particular form.
• Is Table: This feature is applicable only when customizing forms that are presented in table format within the system. For instance, when creating an Item Table to be integrated into a Custom Form, this option can be enabled. Refer to Child Table for detailed information.
• Quick Entry: Enabling this option allows for the creation of a ‘Quick Entry’ using a specific form. This means that when a user creates this form from another existing form, a pop-up box will appear, enabling the user to create the DocType by entering only basic details. For example, check the Quick Entry feature in Journal Entry.
• Track Changes: When checked, this feature ensures that any modifications made by users to this DocType are tracked and displayed.
• Track Views: Selecting this option provides a log of all views of this particular DocType.
• Allow Auto-Repeat: If enabled, this option permits the auto-repetition of a DocType at regular intervals. For example, if a Sales Order needs to be generated multiple times, this option can be activated, and then Auto Repeat can be configured for a specific Sales Order.
• Allow Import: Enabling this feature grants users the ability to import data from external files. Refer to the Data Import Tool for further details.
• Show Preview Popup: If checked, a small popup will appear on hover of links of this document type (in list view and other link fields). This popup will contain the mandatory fields of the document and the fields for which in_preview is checked.

Once you click Update, your Customizations will be updated to the Form.

1.2. Customizing the Fields

Each form in BizCentric comes with a predefined set of fields. If you need to capture additional information not covered by the standard fields, you can insert a Custom Field into the form according to your needs. This tool allows you to add, edit, or delete fields as necessary. Moreover, you have the flexibility to position the fields in the form as desired, whether below or above existing fields. For more details on Custom Fields, please click here.