Difference between revisions of "Module CustomizeForms"
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Tag: 2017 source edit |
Tag: 2017 source edit |
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{{TemplateDocDev}} | {{TemplateDocDev}} | ||
{{TemplateDocUtil}} | {{TemplateDocUtil}} | ||
| − | = Informations = | + | =Informations= |
{{TemplateModuleInfo | {{TemplateModuleInfo | ||
|modulename=CustomizeForms | |modulename=CustomizeForms | ||
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|note=Module CustomizeForms | |note=Module CustomizeForms | ||
}} | }} | ||
| − | = Logo = | + | =Logo= |
[[Image:Logotipo500.jpg|200px|Logo]] | [[Image:Logotipo500.jpg|200px|Logo]] | ||
| − | = Features = | + | =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 = | + | =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. | ||
| − | = | + | |
| + | =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: | ||
| − | == Page 1 - Home Page == | + | ==Page 1 - Home Page== |
'''Home Page - List Forms:''' | '''Home Page - List Forms:''' | ||
| − | * 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. |
| − | * The Qty column tells you how many fields can be set on each form. | + | *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. | + | *To '''Customize''' a Form, just click the pencil on the right form. |
[[Image:Pagina1.png|800px|HomePage]] | [[Image:Pagina1.png|800px|HomePage]] | ||
| − | == Page 2 - List All Form Fields to Customize == | + | ==Page 2 - List All Form Fields to Customize== |
'''Page Edit Form - List All Form Fields:''' | '''Page Edit Form - List All Form Fields:''' | ||
| − | * 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. |
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: | ||
| + | |||
*'''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. | ||
| Line 75: | Line 77: | ||
*'''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. | ||
| − | *'''Help Text''': Help text that appears when you approach the mouse. | + | *'''Help Text''': Help text that appears when you approach the mouse. |
| − | == | + | ==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:=== | ||
| − | * '''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 digit 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''' |
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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; | ||
| − | * 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; |
| − | * Digit new name text to '''Modify Field Name''', this field is a name of Header/Footer in the left table form; | + | *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; | + | *Digit html text in the field '''Set Default Value''' , this field is a content of Header/Footer in the right table form; |
| − | = Prerequisites = | + | =Prerequisites= |
Partial Features - Dolibarr ≥ 5.0.3 | Partial Features - Dolibarr ≥ 5.0.3 | ||
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| − | = Demo = | + | =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 | ||
| − | = Video = | + | =Video= |
View Video: https://www.youtube.com/watch?v=wTR9DMnpIck | View Video: https://www.youtube.com/watch?v=wTR9DMnpIck | ||
Revision as of 12:27, 28 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 | 2019-07-28 |
| 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
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
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 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 2 - Customizing a form field
Page Edit Field:
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 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
1- Choose the form on the home page of the module;
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;
- 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