Dolibarr ERP CRM Wiki

Changes

Module CustomizeForms (view source)

Revision as of 10:00, 15 May 2025

2,212 bytes added ,  19 days ago
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{{TemplateDocDev}}
 
{{TemplateDocDev}}
 
{{TemplateDocUtil}}
 
{{TemplateDocUtil}}
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= Informations =
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=<small>Informations</small>=
 
{{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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=<small>Logo</small>=
 
[[Image:Logotipo500.jpg|200px|Logo]]
 
[[Image:Logotipo500.jpg|200px|Logo]]
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= Features =
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=<small>Features</small>=
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'''Customize Forms'''  allows you to create  new features in 24 dolibarr forms ( + 430 standard fields and + all extra fields)
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'''Customize Forms'''  allows you to create  new features in 25 dolibarr create and edit forms ( + 450 standard fields and + all extra fields)
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1- Hide fields;
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1- Hide fields in Dolibarr forms;
    
2- Make fields as mandatory (Javascript);
 
2- Make fields as mandatory (Javascript);
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3- Disable fields;
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3- Disable fields in Dolibarr forms;
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4- Create Custom Header and Footer;
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4- Create Custom Header and Footer in Dolibarr forms;
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5- Define default values for fields (texts, lists, html, selection and categories);
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5- Define default values for fields in Dolibarr forms (texts, lists, html, selection and categories);
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6- Create tooltip with instructions on the fields;
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6- Create tooltip with instructions on the fields in Dolibarr forms;
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7- Create auxiliary lists of preformatted texts and phrases to easily insert into the fields (text, html);
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7- Create auxiliary lists of preformatted texts and phrases to easily insert into the fields in Dolibarr forms(text, html);
    
8- Change the presented names of the fields without changing the translations;
 
8- Change the presented names of the fields without changing the translations;
    +
9- Define future and past dates in all date fields, just put the default value the text now(0) for current day,  now(+5) for 5 days later, or now(-5) for 5 days before.
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= Install =
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10- Leave only pre-defined products and services on the product insertion screen in the budget, order and purchase and sales invoice forms.
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=<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.
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= Screens =
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'''The CustomizeForms Module is very simple to configure, has only 3 control pages:'''
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=<small>Permissions:</small>=
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== Screen 1==
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1- Initial system permissions are set with access only to the System Administrator;
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'''Home Page - List Forms:'''
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[[Image:Pagina1.png|800px|HomePage]]
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2- For new users, the administrator can configure read, edit, and delete permissions on the Dolibarr user or group permissions tab.
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 +
=<small>Pages</small>=
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* The Home Page lists all 24 Dolibarr forms that can be configured by Customizeforms.
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The '''Customize Forms''' Module is very simple to configure, has only 3 control pages:
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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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==<small>Page 1 - Home Page - List Forms</small>==
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== Screen 2==
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*The Home Page lists all 24 Dolibarr forms that can be configured by Customizeforms.
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'''Page Edit Form - List All Form Fields:'''
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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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[[Image:Pagina2.png|800px|Form]]
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[[Image:Pagina1.png|800px|HomePage]]
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* In this example, we click on the '''Home Page''' in the '''New Commercial Proposal - Customer''' form.
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==<small>Page 2 - List All Form Fields to Customize</small>==
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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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*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.
    
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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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.
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'''Presentation: '''
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[[Image:Pagina2.png|800px|Form]]
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'''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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==<small>Page 3 - Customizing a form field</small>==
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In this example, we click in the '''New Commercial Proposal - Customer''' form (Page 1) and after we click on the '''Customer''' field (Page 2).
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===To apply module functionality to the form example:===
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== Screen 3==
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*'''To Hide fields:'''
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'''Page Edit Field:'''
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**Click in the combo box '''Define Visibility and Mandatory''' and select '''Invisible''' option (The entire line will be invisible);
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[[Image:Pagina3.png|800px|CustomizeForms]]
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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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*'''To Disable field:'''
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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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**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);
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In this example, we click in the New Commercial Proposal - Customer form on the Customer field.
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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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* '''To Hide fields:
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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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** Click in the combo box '''Define Visibility and Mandatory'''  and select '''Invisible''' option
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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 Make fields as mandatory''' (Javascript);
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*'''To Create tooltip''' with instructions on the fields:
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** Click in the combo box '''Define Visibility and Mandatory''' and select '''Required''' option
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**Digit html text to '''Create Tooltip with Help Info;'''  
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*'''To put the date (future and past) in the date fields''' :
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**It is possible to define '''future and past dates''' in all date fields, just put the text '''now(0)''' for the current day, '''now(+5)''' for 5 days later, or '''now(-5)''' for 5 days previous in the default value, for example;
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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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* '''To Define default values''' for field (texts, lists, html, selection and categories);
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[[Image:Pagina3.png|800px|CustomizeForms]]
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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 create Headers and Footers on a form:===
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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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1- Choose the form on the home page of the module (Page 1);
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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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2- In the chosen form, click in the Header or Footer field (Page 2);
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** Digit html text to '''Create Tooltip with Help Info'''  
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3- In Page 3:
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= Prerequisites =  
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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 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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=<small>Prerequisites</small>=  
    
Partial Features - Dolibarr ≥ 5.0.3
 
Partial Features - Dolibarr ≥ 5.0.3
    
All Features - Dolibarr ≥ 9.0.3
 
All Features - Dolibarr ≥ 9.0.3
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=<small>'''Demo'''</small>=
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 +
View DEMO:[./Https://www.trucolivre.com.br//dolibarrdemo1/ https://www.trucolivre.com.br/dolibarrdemo1/] user:demo passw:demo
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=<small>Buy</small>=
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On https://www.dolistore.com/en/modules/1133-Customize-Forms.html
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= Demo =  
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=<small>Video</small>=  
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View DEMO:https://www.trucolivre.com.br/dolibarr/ user:demo passw:demo
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View Video: https://www.youtube.com/watch?v=wTR9DMnpIck
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=<small>'''Outros Módulos'''</small>=
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= Video =  
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====Customize Interface====
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https://wiki.dolibarr.org/index.php/Module_CustomizeInterface
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View Video: https://www.youtube.com/watch?v=wTR9DMnpIck
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====Categorize All====
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https://wiki.dolibarr.org/index.php/Module_CategorizeAll
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====PIX Brasil====
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https://wiki.dolibarr.org/index.php?title=Module_PIXBrasil
Paulorcdo
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