Mastering Empress's Form Customization for Tailored Business Processes

Guides & Tutorials
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Introduction

Welcome to this comprehensive guide on how to personalize and manage your forms on Empress. Empress’s Form Customization feature allows you to add extra fields to any form, such as Invoices, Parties, Items, and more, tailoring them to your unique business requirements.

Enabling Form Customization

Let’s start by enabling form customization. Here are the steps:

  1. Navigate to Setup > Settings > General from the main menu.
  2. In the General Settings tab, find the checkbox labeled ‘Enable Form Customization’ and click on it.
  3. To see the changes, refresh your Empress page.

Please note: Disabling form customization will hide the form customization option from the sidebar and search. However, it will not disable any existing customizations.

How to Customize Forms

Once you’ve enabled the feature and refreshed the page, here’s how to start customizing a form:

  1. Navigate to Setup > Customize Form using the sidebar.
  2. Click on the blue + button to create a new Custom Form entry.
  3. Choose a Form Type, which is the specific form you want to customize, like Item, Party, Sales Invoice, etc.

Now, you’re ready to add Custom Fields to your chosen form.

Adding Custom Fields

Each form can have multiple custom fields. Here’s how to add them:

  1. Click on the ‘Add Row’ button to add a new Custom Field.
  2. Enter its Label. This is the name that will appear on the form.
  3. Input the Fieldname value. This is a name used to refer to the field internally.
  4. Select the field type.

When you’re done, click on the blue ‘Save’ button.

Please remember: After customizing a form, you must refresh your Empress page to view the added fields in the forms.

Understanding Custom Field Fieldtypes

Custom Forms support 16 different Fieldtypes. Each field type defines the behavior and UI of the field. Some fields will require you to enter additional details. You can find a detailed table describing the different Fieldtypes in the Empress documentation.

Other Custom Form Fields

There are other fields you can set for each custom form:

Behavior fields:

  • Is Required: Specifies whether this field is required for a form to be saved.
  • Options: A list of options required by Select and Autocomplete and used by Color.
  • Target: The form type from which the Link field value is selected. If Table, then the name of the Table form type.
  • References: Fieldname of the reference field which sets the Dynamic Link target type.

UI fields:

  • Form Tab: The tab on the form under which the field is displayed.
  • Form Section: The section under the entered tab where the field is displayed.

Deleting Customizations

If you need to delete a form’s customizations, you can do so by deleting its Custom Form entry. Please note, deleting customizations will also delete data that had been stored in the custom fields.

Conclusion

Empress’s Form Customization feature provides you with the flexibility to tailor your forms to your unique business needs, enhancing your processes and making your work more efficient.

For additional support, please refer to the Empress user guide or contact our support team.