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Module CustomizeForms: Difference between revisions
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Tag: 2017 source edit |
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{{TemplateDocDev}} | {{TemplateDocDev}} | ||
{{TemplateDocUtil}} | {{TemplateDocUtil}} | ||
= Informations = | =Informations= | ||
{{TemplateModuleInfo | {{TemplateModuleInfo | ||
|modulename=CustomizeForms | |modulename=CustomizeForms | ||
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|note=Module CustomizeForms | |note=Module CustomizeForms | ||
}} | }} | ||
= Logo = | =Logo= | ||
[[Image:Logotipo500.jpg|200px|Logo]] | [[Image:Logotipo500.jpg|200px|Logo]] | ||
= Features = | =Features= | ||
'''Customize Forms''' allows you to create new features in 24 dolibarr forms ( + 430 standard fields and + all extra fields) | '''Customize Forms''' allows you to create new features in 24 dolibarr forms ( + 430 standard fields and + all extra fields) | ||
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= Install = | =Install= | ||
1- To Install the module, simply unzip the files and place in the '''custom''' folder of the Dolibarr directory and then '''Activate''' the module. | 1- To Install the module, simply unzip the files and place in the '''custom''' folder of the Dolibarr directory and then '''Activate''' the module. | ||
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3- Click on the '''Customize Forms''' link and you will be taken to the system home page. | 3- Click on the '''Customize Forms''' link and you will be taken to the system home page. | ||
= | |||
=Pages= | |||
The '''Customize Forms''' Module is very simple to configure, has only 3 control pages: | The '''Customize Forms''' Module is very simple to configure, has only 3 control pages: | ||
== Page 1 - Home Page == | ==Page 1 - Home Page== | ||
'''Home Page - List Forms:''' | '''Home Page - List Forms:''' | ||
* The Home Page lists all 24 Dolibarr forms that can be configured by Customizeforms. | *The Home Page lists all 24 Dolibarr forms that can be configured by Customizeforms. | ||
* The Qty column tells you how many fields can be set on each form. | *The Qty column tells you how many fields can be set on each form. | ||
* To '''Customize''' a Form, just click the pencil on the right form. | *To '''Customize''' a Form, just click the pencil on the right form. | ||
[[Image:Pagina1.png|800px|HomePage]] | [[Image:Pagina1.png|800px|HomePage]] | ||
== Page 2 - List All Form Fields to Customize == | ==Page 2 - List All Form Fields to Customize== | ||
'''Page Edit Form - List All Form Fields:''' | '''Page Edit Form - List All Form Fields:''' | ||
* In this example, we click on the '''Home Page''' in the '''New Commercial Proposal - Customer''' form. | *In this example, we click on the '''Home Page''' in the '''New Commercial Proposal - Customer''' form. | ||
* This page only displays fields with default values that have already been set. All fields of the form are displayed on this page. | *This page only displays fields with default values that have already been set. All fields of the form are displayed on this page. | ||
1 - '''Extrafields''' that were created for this module will be inserted automatically when you open the page. | 1 - '''Extrafields''' that were created for this module will be inserted automatically when you open the page. | ||
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'''Presentation the table: ''' | '''Presentation the table: ''' | ||
The fields are listed in the columns as follows: | The fields are listed in the columns as follows: | ||
*'''Name''': Field Name | *'''Name''': Field Name | ||
*'''Situation''': Current field status - Can be Visible, Invisible, Disabled, or Required. | *'''Situation''': Current field status - Can be Visible, Invisible, Disabled, or Required. | ||
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*'''Tag''': New Name Defined for Field | *'''Tag''': New Name Defined for Field | ||
*'''Auxiliary List''': List of Text separated by line breaks that can be added in any text field or textarea. | *'''Auxiliary List''': List of Text separated by line breaks that can be added in any text field or textarea. | ||
*'''Help Text''': Help text that appears when you approach the mouse. | *'''Help Text''': Help text that appears when you approach the mouse. | ||
== | ==Page 2 - Customizing a form field== | ||
'''Page Edit Field:''' | '''Page Edit Field:''' | ||
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===To apply module functionality to the form example:=== | ===To apply module functionality to the form example:=== | ||
* '''To Hide fields: | *'''To Hide fields:''' | ||
** Click in the combo box '''Define Visibility and Mandatory''' and select '''Invisible''' option | **Click in the combo box '''Define Visibility and Mandatory''' and select '''Invisible''' option | ||
* '''To Make fields as mandatory''' (Javascript); | *'''To Make fields as mandatory''' (Javascript); | ||
** Click in the combo box '''Define Visibility and Mandatory''' and select '''Required''' option | **Click in the combo box '''Define Visibility and Mandatory''' and select '''Required''' option | ||
* '''To Disable field'''; | *'''To Disable field'''; | ||
** Click in the combo box '''Define Visibility and Mandatory''' and select '''Disable''' option | **Click in the combo box '''Define Visibility and Mandatory''' and select '''Disable''' option | ||
* '''To Define default values''' for field (texts, lists, html, selection and categories); | *'''To Define default values''' for field (texts, lists, html, selection and categories); | ||
** Click in the combo box '''Set Default Value''' and select the desired option (Dolibarr options to combo box and checkbox, other field type only digit text to default value) | **Click in the combo box '''Set Default Value''' and select the desired option (Dolibarr options to combo box and checkbox, other field type only digit text to default value) | ||
* '''To Change the presented name of the field''' without changing the translations; | *'''To Change the presented name of the field''' without changing the translations; | ||
** Digit new name text to '''Modify Field Name''' | **Digit new name text to '''Modify Field Name''' | ||
* '''To Create auxiliary lists''' of preformatted texts and phrases to easily insert into the fields (text, html); | *'''To Create auxiliary lists''' of preformatted texts and phrases to easily insert into the fields (text, html); | ||
** Digit List of Text separated by line breaks that can be added in any text field or textarea in '''Create Auxiliary List to insert into text or HTML fields''' | **Digit List of Text separated by line breaks that can be added in any text field or textarea in '''Create Auxiliary List to insert into text or HTML fields''' | ||
* '''To Create tooltip''' with instructions on the fields; | *'''To Create tooltip''' with instructions on the fields; | ||
** Digit html text to '''Create Tooltip with Help Info''' | **Digit html text to '''Create Tooltip with Help Info''' | ||
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2- In the chosen form, click in the Header or Footer field; | 2- In the chosen form, click in the Header or Footer field; | ||
* Click in the combo box '''Define Visibility and Mandatory''' and select '''Visible''' option; | *Click in the combo box '''Define Visibility and Mandatory''' and select '''Visible''' option; | ||
* Digit new name text to '''Modify Field Name''', this field is a name of Header/Footer in the left table form; | *Digit new name text to '''Modify Field Name''', this field is a name of Header/Footer in the left table form; | ||
* Digit html text in the field '''Set Default Value''' , this field is a content of Header/Footer in the right table form; | *Digit html text in the field '''Set Default Value''' , this field is a content of Header/Footer in the right table form; | ||
= Prerequisites = | =Prerequisites= | ||
Partial Features - Dolibarr ≥ 5.0.3 | Partial Features - Dolibarr ≥ 5.0.3 | ||
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= Demo = | =Demo= | ||
View DEMO:https://www.trucolivre.com.br/dolibarr/ user:demo passw:demo | View DEMO:https://www.trucolivre.com.br/dolibarr/ user:demo passw:demo | ||
= Video = | =Video= | ||
View Video: https://www.youtube.com/watch?v=wTR9DMnpIck | View Video: https://www.youtube.com/watch?v=wTR9DMnpIck | ||