Unlocking Business Efficiency with Empress's Customize Form Feature

Guides & Tutorials
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Introduction

Welcome to this user-friendly guide designed to help you understand and fully utilize the Customize Form feature in Empress, a powerful tool that will revolutionize the way you manage your business forms and documents.

Introduction

In any business, forms and documents are crucial for collecting, organizing, and analyzing data. Empress’s Customize Form feature provides you with the flexibility to modify and tailor your forms to meet your unique business requirements. Whether you need to add new fields, change labels, or track changes, the Customize Form feature has got you covered.

Accessing the Customize Form Feature

To start using the Customize Form feature, simply navigate to:

Home > Customization > Form Customization > Customize Form

You can also access this feature by selecting the Customize option from the drop-down menu in any Document Type’s (DocType) list view.

How to Customize a Form

Customizing a form in Empress is a breeze. Just follow these easy steps:

  1. Click on Customize Form.
  2. You will be directed to a new page where you will be asked to input the Form Type.
  3. Once you input the Form Type, the page will expand to present you with a variety of customization options.

Exploring Form Customization Options

Empress offers a variety of options to customize your form:

  1. Change Label: Tailor field names to your industry or language.
  2. Title Field: Set any “Data” type field as the title for list displays.
  3. Default Print Format: Set the default Print Format for the chosen DocType.
  4. Image Field: Select an “Attach Image” field to represent the DocType.
  5. Max Attachments: Limit the number of attachments for a DocType.
  6. Search Fields: Link fields to other DocTypes for easy data selection.
  7. Sort Field: Define the field used for generating records in any DocType List.
  8. Sort Order: Choose if the sorting is in Ascending or Descending order.
  9. Default Email Template: Assign a default Email Template for the selected DocType.

Additional Customization Properties

Beyond the basic options, Empress provides additional customization properties:

  • Hide Copy: Prevent the creation of a ‘Copy’ of a form.
  • Is Table: Use this option for table form customization.
  • Quick Entry: Enable ‘Quick Entry’ for basic data entry.
  • Track Changes: Monitor changes made to the DocType.
  • Track Views: Record views of the DocType.
  • Allow Auto-Repeat: Schedule periodic repetition of a DocType.
  • Allow Import: Permit data import from files.
  • Show Preview Popup: Show a popup preview on hover over document type links.

Once you have made your customizations, don’t forget to click Update to save your changes.

Customizing Fields

Apart from the standard fields in each form, Empress allows you to add Custom Fields to capture unique data. You can also edit, delete, and rearrange fields according to your needs.

Conclusion

The Customize Form feature in Empress empowers you to tailor your business forms and documents in a way that aligns with your unique business processes and data collection requirements. By making full use of this feature, you can significantly enhance your data management efficiency and effectiveness. For more information, feel free to explore our additional resources or reach out to our support team.