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Module CustomizeForms: Difference between revisions
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{{TemplateDocDev}} | {{TemplateDocDev}} | ||
{{TemplateDocUtil}} | {{TemplateDocUtil}} | ||
=Informations= | =<small>Informations</small>= | ||
{{TemplateModuleInfo | {{TemplateModuleInfo | ||
|modulename=CustomizeForms | |modulename=CustomizeForms | ||
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|note=Module CustomizeForms | |note=Module CustomizeForms | ||
}} | }} | ||
=Logo= | =<small>Logo</small>= | ||
[[Image:Logotipo500.jpg|200px|Logo]] | [[Image:Logotipo500.jpg|200px|Logo]] | ||
=Features= | =<small>Features</small>= | ||
'''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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8- Change the presented names of the fields without changing the translations; | 8- Change the presented names of the fields without changing the translations; | ||
=<small>Install</small>= | |||
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. | ||
=<small>Permissions:</small>= | |||
1- Initial system permissions are set with access only to the System Administrator; | |||
2- For new users, the administrator can configure read, edit, and delete permissions on the Dolibarr user or group permissions tab. | |||
=<small>Pages</small>= | |||
The '''Customize Forms''' Module is very simple to configure, has only 3 control pages: | |||
''' | |||
==<small>Page 1 - Home Page - List Forms</small>== | |||
*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. | ||
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*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]] | |||
== | ==<small>Page 2 - List All Form Fields to Customize</small>== | ||
*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. | ||
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2 - The '''Header''' and '''footer''' fields are options that can be added to the form. | 2 - The '''Header''' and '''footer''' fields are options that can be added to the form. | ||
[[Image:Pagina2.png|800px|Form]] | |||
'''Presentation the table: ''' | '''Presentation the table: ''' | ||
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*'''Help Text''': Help text that appears when you approach the mouse. | *'''Help Text''': Help text that appears when you approach the mouse. | ||
== | ==<small>Page 3 - Customizing a form field</small>== | ||
In this example, we click in the '''New Commercial Proposal - Customer''' form (Page 1) and after we click on the '''Customer''' field (Page 2). | |||
In this example, we click in the '''New Commercial Proposal - Customer''' form on the '''Customer''' field. | |||
===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 | **Click in the combo box '''Set Default Value''' and select the desired option (Dolibarr options to combo box and checkbox, other field type only write the 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;''' | ||
[[Image:Pagina3.png|800px|CustomizeForms]] | |||
===To create Headers and Footers on a form:=== | ===To create Headers and Footers on a form:=== | ||
1- Choose the form on the home page of the module; | 1- Choose the form on the home page of the module (Page 1); | ||
2- In the chosen form, click in the Header or Footer field; | 2- In the chosen form, click in the Header or Footer field (Page 2); | ||
3- In Page 3: | |||
*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; | ||
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*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; | ||
=<small>Prerequisites</small>= | |||
=Prerequisites= | |||
Partial Features - Dolibarr ≥ 5.0.3 | Partial Features - Dolibarr ≥ 5.0.3 | ||
All Features - Dolibarr ≥ 9.0.3 | All Features - Dolibarr ≥ 9.0.3 | ||
=<small>Demo</small>= | |||
=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= | =<small>Video</small>= | ||
View Video: https://www.youtube.com/watch?v=wTR9DMnpIck | View Video: https://www.youtube.com/watch?v=wTR9DMnpIck | ||