Customizing Entry & Transaction Forms

Owned by Trisha Companero (Unlicensed)
Jun 12, 2014

SuiteCloud (Customization, Scripting, and Web Services) : SuiteBuilder (Customization) : Custom Forms : Creating Custom Entry and Transaction Forms

Step-by-step guide

 

To create a custom entry or transaction form:

  1. Do one of the following to select the desired form to customize
    • Go to the type of form you want to customize and click Customize
    • Click Customize or Edit next to the form name at Customization > Forms > Entry Forms
    • Click Customize or Edit next to the form name at Customization > Forms > Transaction Forms NOTE: Forms labeled as (External) are used in the Customer Center and My Account section of your website
  2. In the Name field, enter the name for your custom form
  3. Set the custom form properties:

For both Entry and Transaction Forms:

  • Form is Preferred– check to make this form your preferred form. Only one form can be defined as the preferred form per transaction type. Checking this box clears any previously defined preferred forms. The preferred form is automatically used when entering transactions of this type. For details on how preferred forms are defined, see Defining Preferred Forms.

    Note the following about marking an entry or transaction form Preferred for the Customer Center role:

    • External forms, meaning forms with names appended with (External), can be marked preferred for Customer Center roles, but not for other roles.

    • Forms that are not external cannot be marked preferred for Customer Center roles.

    • When a non-online order form is marked preferred for Customer Center, it is saved as the form for the order. However, an online form is not saved as the form for an order, even if it is preferred; instead the preferred non-online order form is used.

    Note that Employee Center roles are given limited access to forms such that only one form is ever made available to this type of role, and the form set on the Role record takes precedence over the preferred form set here.

  • Store Form with Record– check to store a reference to this form with each record created by it. When viewed or edited, any record that was originally created with this form is displayed using this form rather than the user's preferred form.

    • For custom entry forms, the Store Form with Record option is disabled by default.

    • The Store Form with Record option is only available for a subset of transaction forms. For this subset, this option is enabled by default. For other transaction forms, this option is not available and custom forms are always stored with records. For more information, see Storing Custom Forms with Transactions.

For Entry Forms Only:

  • Enable Field Editing on Lists –check to allow inline editing of this form. Inline editing allows users to edit fields on this form from within the record view. When enabled, fields that can be edited from within the record view display the inline editing icon.

  • Use for Pop-ups – check to use this form in popups when you enter information on-the-fly. This capability is available for entity forms, item forms, and custom record forms only. For each type of form, only one form can be set as the pop-up form for each type of form. When set for a new form, the form previously defined as the pop-up form is unset.

For Transaction Forms Only:

  • Allow Add Multiple – uncheck to hide the Add Multiple button on transaction item lists. You should turn off this button on any forms that rely on custom code line item validation scripts. This is because, the Add Multiple button is displayed on item machines and allows you to add multiple items at a time to the item list. However, when items are added in this manner, any Validate Line custom code events defined for the form will NOT fire.

  • Printing Type - (Available only when the Advanced PDF/HTML Templates feature is enabled.) The Basic option that is selected by default allows you to set the custom form to use transaction form PDF layouts and HTML layouts. Choose the Advanced option to set the custom form to use an advanced PDF/HTML template instead. For more details, see Advanced PDF/HTML Templates (Beta).

  • Advanced PDF/HTML Template - (Available only when the Advanced PDF/HTML Templates feature is enabled, and the Printing Type is set to Advanced) — select a template for your form.

  • Transaction Form PDF Layouts – select a layout for your form. To customize layouts, click the Custom Layouts link in the upper-right corner of the page. For more details, see Transaction Form PDF Layouts.

  • Transaction Form HTML Layouts – select a layout for your form. Standard and Classic layouts exist for all the standard form types other than shipping label. These are assumed to be printed using PDF. To customize layouts, click Customize. For more details, see Transaction Form HTML Layouts.

  • Remittance Slip – specify which remittance slip is used on invoices, statements, return authorizations and packing slips. To prevent the current transaction from printing with a remittance slip, select None.

    Note:

    To use this feature, the Print Remittance Form with Invoices & Statements preference must be turned on.

  • Disclaimer – enter a policy statement or message. You can enter up to 4,000 characters, including spaces, for this message.

  • Address – enter an address to be used only on this form. If you do NOT enter an address, the default address entered at Setup > Company > Company Information is used.

  • Logo – select a logo to be used only on this form. You must first upload the image to you File Cabinet at Documents > Files > Images. If you do NOT select a logo, the default logo selected at Setup > Company > Company Information is used.

  • Columns Space – This number is the maximum number of inches of printable space allowed on your form. The measurement is determined by the Page Width of the layout you choose. You can change the page width by creating a custom layout. To do this, click the Custom Layouts link in the upper right-hand corner of the page.

  • Columns Width – This is the total of all the columns on your form. This measurement is determined by the values that you enter on the column tab for your custom form. If your columns' width totals more than your columns' space, NetSuite will adjust the widths proportionally to fit on the page.