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{{TemplateDocDev}}
{{TemplateDocDev}}
{{TemplateDocUtil}}
{{TemplateDocUtil}}
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= Informations =
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=Informations=
{{TemplateModuleInfo
{{TemplateModuleInfo
|modulename=CustomizeForms
|modulename=CustomizeForms
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|note=Module CustomizeForms
|note=Module CustomizeForms
}}
}}
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= Logo =
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=Logo=
[[Image:Logotipo500.jpg|200px|Logo]]
[[Image:Logotipo500.jpg|200px|Logo]]
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= Features =
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=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 =
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=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.
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= Screens =
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=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:
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== Page 1 - Home Page ==
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==Page 1 - Home Page==
'''Home Page - List Forms:'''
'''Home Page - List Forms:'''
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* The Home Page lists all 24 Dolibarr forms that can be configured by Customizeforms.
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*The Home Page lists all 24 Dolibarr forms that can be configured by Customizeforms.
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* The Qty column tells you how many fields can be set on each form.
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*The Qty column tells you how many fields can be set on each form.
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* To '''Customize''' a Form, just click the pencil on the right form.
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*To '''Customize''' a Form, just click the pencil on the right form.
[[Image:Pagina1.png|800px|HomePage]]
[[Image:Pagina1.png|800px|HomePage]]
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== Page 2 - List All Form Fields to Customize ==
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==Page 2 - List All Form Fields to Customize==
'''Page Edit Form - List All Form Fields:'''
'''Page Edit Form - List All Form Fields:'''
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* In this example, we click on the '''Home Page''' in the '''New Commercial Proposal - Customer''' form.
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*In this example, we click on the '''Home Page''' in the '''New Commercial Proposal - Customer''' form.
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* 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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*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:
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*'''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.
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*'''Help Text''': Help text that appears when you approach the mouse.
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*'''Help Text''': Help text that appears when you approach the mouse.
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== Page 2 - Customizing a form field ==
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==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:===
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* '''To Hide fields:
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*'''To Hide fields:'''
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** Click in the combo box '''Define Visibility and Mandatory''' and select '''Invisible''' option
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**Click in the combo box '''Define Visibility and Mandatory''' and select '''Invisible''' option
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* '''To Make fields as mandatory''' (Javascript);
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*'''To Make fields as mandatory''' (Javascript);
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** Click in the combo box '''Define Visibility and Mandatory''' and select '''Required''' option
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**Click in the combo box '''Define Visibility and Mandatory''' and select '''Required''' option
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* '''To Disable field''';
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*'''To Disable field''';
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** Click in the combo box '''Define Visibility and Mandatory''' and select '''Disable''' option
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**Click in the combo box '''Define Visibility and Mandatory''' and select '''Disable''' option
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* '''To Define default values''' for field (texts, lists, html, selection and categories);
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*'''To Define default values''' for field (texts, lists, html, selection and categories);
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** 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)
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**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)
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* '''To Change the presented name of the field''' without changing the translations;
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*'''To Change the presented name of the field''' without changing the translations;
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** Digit new name text to '''Modify Field Name'''
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**Digit new name text to '''Modify Field Name'''
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* '''To Create auxiliary lists''' of preformatted texts and phrases to easily insert into the fields (text, html);
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*'''To Create auxiliary lists''' of preformatted texts and phrases to easily insert into the fields (text, html);
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** 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'''
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**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'''
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* '''To Create tooltip''' with instructions on the fields;
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*'''To Create tooltip''' with instructions on the fields;
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** Digit html text to '''Create Tooltip with Help Info'''
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**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;
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* Click in the combo box '''Define Visibility and Mandatory''' and select '''Visible''' option;
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*Click in the combo box '''Define Visibility and Mandatory''' and select '''Visible''' option;
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* Digit new name text to '''Modify Field Name''', this field is a name of Header/Footer in the left table form;
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*Digit new name text to '''Modify Field Name''', this field is a name of Header/Footer in the left table form;
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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;
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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;
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= Prerequisites =
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=Prerequisites=
Partial Features - Dolibarr ≥ 5.0.3
Partial Features - Dolibarr ≥ 5.0.3
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= Demo =
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=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
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= Video =
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=Video=
View Video: https://www.youtube.com/watch?v=wTR9DMnpIck
View Video: https://www.youtube.com/watch?v=wTR9DMnpIck