Applicable Plans: Professional, Enterprise
The layout of forms within intelligentcontract can be adjusted to your requirements. Fields can be renamed, moved and removed, new fields can be added, and whole sections can be moved around to make each form unique and serviceable for your user entry requirements.
Navigate to Configuration > Customisation > Define Form Layouts
The Form Layout screen displays all the entities where a form can be adjusted, each tab represents an option in the Navigation panel and some sub entity options. Select an option by clicking on the relevant tab, more tabs are displayed if you click on the down arrow.
Fig 1 - Entity Options
Entities that can have more than one Type will display a Type field with a drop down list. Select the Type first and then adjust the form, whatever layout is created is then saved only to that particular Type.
This will allow you to create unique layouts for each Type within that entity. This is especially useful when you need to record different information based upon the Type, it means that when you allocate a Type to a record then only the fields that are relevant to that Type will be displayed. For example if you have an Person Type of 'Internal' then you may need to record a Payroll number, this field would not be required for a Person Type of 'External' so it can be left off the form.
Fig 2 - Type values
Note: Entities that have a Type value are: Contract / Person / Party Group / Party / Contract Financial / Contract Document / Contract Party
Note: There is always a Default Type value - this is the original value of the form layout before you have made any adjustments - if you wish to revert a changed layout back to the default then press the orange [Revert to Default Layout] button
The Form Area is where you can adjust the location of the fields, you can drag and drop a field to another location by click and holding onto the stack of box's on the field block.
Fig 3 - Moving Fields
Sections are used to group information together on the form, new sections can be created by using the [New Section] option, this will open up an Add/Edit form for you complete
Fig 4 Adding Sections
- Name - the title of the section
- Columns - the number of fields wide the section should be
Once you have created your new section, drag and drop the appropriate field into it
Fig 5 - New section with fields
A whole section can be moved to another location on the form by dragging and dropping just like a field
Fig 6 - Moving sections
You can Delete a section by hovering over the end of the block and a Delete icon will appear, this will remove the whole section and place any fields that were in it into the Available Fields box. If you use the Pencil icon this will open up the Add/Edit form where you can adjust the Section Title or number of Columns - this can be done to all existing sections.
Fig 7 - Editing a section
The Available fields area is the place where all the fields that are not used on a form are stored. If you wish to remove a field from a form then drag and drop it to this section. Fields can be drag and dropped back on the form if required.
If you have created any Custom Fields for the selected entity then they will be located here ready to be placed on the form.
Fig 8 - Available Fields
If you hover over a field block then you will see a red M appear with a checkbox, tick this box to make the field Mandatory on the form.
Fig 9 - Mandatory fields
On an Attachment field there will be a purple P with a checkbox, this controls if you wish to display a preview panel of a document on the screen.
Fig 10 -Preview fields
Fig 11 - Preview screen
Fields can be renamed if required, double click on the field block to open it up for editing
Fig 12 - Renaming a field
NOTE: We do not recommend renaming an existing field to be used for a different function, the renaming of a field should just be to change the value to a suitable alternative such as 'Active Start Date' to 'Commencement Date'. If you wish to capture other information then you should always create a new Custom field for this.
Tip: After you've made layout changes don't forget to click the [Save] button or your changes will not be applied.