Module CustomizeForms

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Informations

Module name	CustomizeForms
Editor / Editeur	paulorcdo - https://www.trucolivre.com.br/dolibarr/
Download or buy page / Page achat ou téléchargement	External module - On [1]
Status / Statut / Estado	Stable
Prerequisites / Prérequis	Dolibarr min version: See on Dolistore    Dolibarr max version: See on Dolistore
Last update date / Date mise à jour fiche / Fecha última actualización	2019-07-28
Note / Nota	Module CustomizeForms

Logo

Features

Customize Forms allows you to create new features in 24 dolibarr forms ( + 430 standard fields and + all extra fields)

1- Hide fields;

2- Make fields as mandatory (Javascript);

3- Disable fields;

4- Create Custom Header and Footer;

5- Define default values for fields (texts, lists, html, selection and categories);

6- Create tooltip with instructions on the fields;

7- Create auxiliary lists of preformatted texts and phrases to easily insert into the fields (text, html);

8- Change the presented names of the fields without changing the translations;

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.

2- The module is installed in the Tools menu of Dolibarr, click on the menu and on the left will appear the link Customize Forms.

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:

Page 1 - Home Page - List Forms

• 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.
• To Customize a Form, just click the pencil on the right form.

Page 2 - List All Form Fields to Customize

• 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.

1 - Extrafields that were created for this module will be inserted automatically when you open the page.

2 - The Header and footer fields are options that can be added to the form.

Presentation the table: The fields are listed in the columns as follows:

• Name: Field Name
• Situation: Current field status - Can be Visible, Invisible, Disabled, or Required.
• Default Value: Value set to appear as default for the field (text fields, checkbox, selects, textarea).
• 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.
• Help Text: Help text that appears when you approach the mouse.

Page 3 - Customizing a form field

In this example, we click in the New Commercial Proposal - Customer form (Page 1) and after we click on the Customer field (Page 2).

To apply module functionality to the form example:

• To Hide fields:
  • Click in the combo box Define Visibility and Mandatory and select Invisible option;

• To Make fields as mandatory (Javascript):
  • Click in the combo box Define Visibility and Mandatory and select Required option;

• To Disable field:
  • 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):
  • 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:
  • 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):
  • 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:
  • Digit html text to Create Tooltip with Help Info;  

To create Headers and Footers on a form:

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 (Page 2);

3- In Page 3:

• 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 html text in the field Set Default Value , this field is a content of Header/Footer in the right table form;

Prerequisites

Partial Features - Dolibarr ≥ 5.0.3

All Features - Dolibarr ≥ 9.0.3

Demo

View DEMO:https://www.trucolivre.com.br/dolibarr/ user:demo passw:demo

Video

View Video: https://www.youtube.com/watch?v=wTR9DMnpIck