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+
+=<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>==
[[Image:Pagina1.png|800px|HomePage]]
− +
+
[[Image:Pagina2.png|800px|Form]]
+
+
+
−[[Image:Pagina3.png|800px|CustomizeForms]]
−3- In Page 3:
+
+
+
{{TemplateDocDev}}
{{TemplateDocDev}}
{{TemplateDocUtil}}
{{TemplateDocUtil}}
−=<small>Informations</small>=
+=Informations=
{{TemplateModuleInfo
{{TemplateModuleInfo
|modulename=CustomizeForms
|modulename=CustomizeForms
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|note=Module CustomizeForms
|note=Module CustomizeForms
}}
}}
−=<small>Logo</small>=
+=Logo=
[[Image:Logotipo500.jpg|200px|Logo]]
[[Image:Logotipo500.jpg|200px|Logo]]
−=<small>Features</small>=
+=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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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>=
+-> Watch the video to see how simple it is
+=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.
+=Screens=
−The '''Customize Forms Module is very simple to configure, has only 3 control pages:'''
−==Screen 1==
+'''Home Page - List Forms:'''
−[[Image:Pagina1.png|800px|HomePage]]
−*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.
−==<small>Page 2 - List All Form Fields to Customize</small>==
+==Screen 2==
−'''Page Edit Form - List All Form Fields:'''
+[[Image:Pagina2.png|800px|Form]]
+*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.
−'''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>==
+==Screen 3==
−'''Page Edit 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).
+[[Image:Pagina3.png|800px|CustomizeForms]]
+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 write the 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'''
===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 (Page 1);
+1- Choose the form on the home page of the module;
−2- In the chosen form, click in the Header or Footer field (Page 2);
+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;
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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
−=<small>Video</small>=
+=Video=
View Video: https://www.youtube.com/watch?v=wTR9DMnpIck
View Video: https://www.youtube.com/watch?v=wTR9DMnpIck