Difference between revisions of "Module CustomizeForms"

Revision as of 13:46, 27 July 2019

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	2019-07-27
Note / Nota	{{{note}}}

Logo

Features

Functions 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;

Screens

The CustomizeForms Module is very simple to configure, has only 3 control pages:

Screen 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 set up a Form, just click the pencil on the right form.

Screen 2

Page Edit Form - List All Form Fields:

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 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.

Screen 3

Page Edit Field:

In this example, we click in the New Commercial Proposal - Customer form on the Customer field.

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 digit 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

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

@@ Line 56: / Line 56: @@
 * 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.
-- Extrafields that were created for this module will be inserted automatically when you open the page.
-- The Header and footer fields are options that can be added to the form.
+- '''Extrafields''' that were created for this module will be inserted automatically when you open the page.
+- The '''Header''' and '''footer''' fields are options that can be added to the form.
 '''Presentation: '''
@@ Line 73: / Line 75: @@
 [[Image:Pagina3.png|800px|CustomizeForms]]
-* In this example, we click in the New Commercial Proposal - Customer form on the Customer field.
+In this example, we click in the New Commercial Proposal - Customer form on the Customer field.
-* To Hide fields:
+* '''To Hide fields:
 ** Click in the combo box '''Define Visibility and Mandatory'''  and select '''Invisible''' option
-* Make fields as mandatory (Javascript);
+* '''To Make fields as mandatory''' (Javascript);
 ** Click in the combo box '''Define Visibility and Mandatory'''  and select '''Required''' option
-* Disable fields;
+* '''To Disable field''';
 ** Click in the combo box '''Define Visibility and Mandatory'''  and select '''Disable''' option
-* Define default values for fields (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 digit text to default value)
-* Change the presented names of the fields without changing the translations;
+* '''To Change the presented name of the field''' without changing the translations;
 ** Digit new name text to '''Modify Field Name'''
-* 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'''
-* Create tooltip with instructions on the fields;
+* '''To Create tooltip''' with instructions on the fields;
 ** Digit html text to '''Create Tooltip with Help Info'''