Best Practices for Form Customization

Best Practices for Form Customization

Overview

This article provides a step-by-step guide to field customization, covering key concepts, practical examples, and solutions to common challenges.



1. Understanding Field Types

Before customizing fields, it’s essential to understand the available field types and their use cases. Here are some commonly used field types in iVendNext:


  • Link: Connects to another master to fetch data (e.g., Customer in Quotation).

  • Dynamic Link: Can search and hold values from any document/doctype.

  • Table: Embeds another DocType within the current form (e.g., Item Table in Sales Order).

  • Attach/Attach Image: Allows file or image attachments.

  • Text Editor: Supports formatted text (e.g., Terms and Conditions).

  • Geolocation: Stores map-based data like polygons or points.

  • Signature: Captures electronic signatures.



2. Creating Custom Fields

Step-by-Step Guide

  1. Navigate to Custom Field:
    Go to Home > Customization > Form Customization > Custom Field or use the "Customize" option in any DocType’s list view.


  1. Add a New Field:


  • Click Add Row and fill in the following details:

    • Document: Select the target DocType.

    • Label: Name the field (e.g., "Supplier ID").

    • Field Type: Choose from the dropdown (e.g., "Link," "Data").


  1. Configure Advanced Properties:


  • Options: Define values for "Select" fields.

  • Fetch From: Specify linked doctypes for "Link" fields.

  • Default Value: Set a pre-filled value.

  • Permissions: Restrict editing access by role.



3. Key Customization Features

3.1. Dynamic Link Fields

Dynamic Link fields adapt to the selected doctype. For example:


  1. Create a "Link" field for "DocType."

  2. Add a "Dynamic Link" field and reference the first field in "Options."

  3. The Dynamic Link will display records based on the selected doctype.


3.2. Table MultiSelect Fields

These fields allow selecting multiple values (e.g., assigning tasks to multiple users):


  1. Create a child doctype with a "Link" field.

  2. Add a "Table MultiSelect" field in the parent doctype and link it to the child.


3.3. Geolocation and Signature Fields

  • Geolocation: Use for mapping land units in agriculture.

  • Signature: Enable electronic signatures for approvals.



4. Editing Fields After Submission

To make fields editable post-submission:


  1. Open Customize Form for the target DocType.

  2. Expand the field and check Allow on Submit.

  3. Click Update.

NotesNote: This feature works only for custom fields.


5. Changing Field Data Types

Changing a field’s data type after creation requires caution:


  1. Navigate to Custom Field List and search for the field.

  2. Open the record, modify the Field Type, and fill mandatory options (e.g., "Fetch From" for Link fields).

  3. Save the changes.

WarningWarning: Directly updating the field type in "Customize Form" may cause errors.


6. Setting Default Values

To pre-fill field values:


  1. Open Customize Form for the DocType.

  2. Expand the field and enter a Default Value.

  3. Use placeholders like {field_name} for dynamic defaults (e.g., combining customer name and tax ID).



7. Handling Field Limits

Challenge:

MySQL limits row sizes to 65,535 bytes, restricting the number of fields per form.


Solutions:

  1. Convert "Data" or "Link" fields to "Text" or "Small Text" to reduce size.

  2. Adjust the Length property to allocate less space for VARCHAR fields.



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