Adding Terms and Conditions to Empress Driver Form

Guides & Tutorials
1

Introduction

Welcome to our guide on how to add terms and conditions to a driver form in Empress. This feature is crucial for businesses as it allows you to provide important legal and policy information to users. This ensures transparency and aids in maintaining compliance with your company’s policies, thereby protecting your business operations.

Getting Started: Navigating to the Desired Doctype

  1. Access the desired doctype: Navigate to the doctype where you want to add the terms and conditions.

Customizing Your Form

  1. Enter the Customize Menu: Go to Menu > Customize. This will display a table listing all the fields present in your driver page.

  2. Find the necessary field: Look for the section or field after which you want to add the terms and conditions. Click on the small icon on the right side to expand the selected field.

Adding New Fields for Terms and Conditions

  1. Create a new field: You can add a new field above or below by clicking on Insert Above/Below.

  2. Add a second field: Afterward, add a second field below the one you just created. In the ‘Fetch from’ field, input the following details: doctype.field. It’s important to note that for ‘fetch from’ to work, the data must be in the following format: linkfieldname.fieldtofetch.

Updating and Testing Your New Fields

  1. Update and reload: Once you’ve added the new fields, click on Update and go back to your list. Refresh the page to ensure the changes have been applied.

  2. Test the new fields: To test the new fields, select the terms template in the driver form. The system will automatically fetch the conditions from the selected template.

By following these steps, you can effectively add terms and conditions to any driver form in Empress, ensuring users are informed about your policies and requirements. This feature greatly simplifies the process of ensuring legal compliance in your forms, providing a streamlined way to manage your terms and conditions.

For further assistance, please refer to our non-technical resources or contact our support team. We’re here to help you make the most of Empress and its features.