Form Customization

InventoryCloud  allows you to customize almost every screen (form) to include information specific to your business. The Form Customization feature allows you to change field names, add or remove fields from a screen or add/remove custom fields.

Custom fields allow you to define fields in InventoryCloud to capture information specific to your needs. For example, if you want to capture a special code called Widget Code for each asset entered into InventoryCloud, you can do so by creating the field and setting its parameters on the Form Customization page.

Adding a Custom Filed

Editing a Custom Field

Reset to Default

Deleting a Custom  Field

Adding a Custom Fields

1. Click on the Settings > Form Customization.

2. The Form Customization screen will appear.

Adding custom field

3. Select the module from Form field. For example -Item.
4. Select one of the option in the Tab field. For example - Custom Field.
5. Select section in the Section field. Example: Custom Field.
6. Click on the New button.
7. New Custom Field In screen will appear.
8. Select the Data Type. The options are Text, Numbers, and Pick List.

• Text - is a standard text field into which the user can type a value.
• Number - is a standard text field into which the user can type a numerical value.
• Pick List - is a drop down menu.

9. Enter the Field Name.
10. Enter/Select the Decimal Places. This field will appear if the Data Type is set as Numbers.
11. Enter the Pick List Value. This field will appear if the Data Type is set as Pick List.

• Click on the checkbox if you want to  "Use first items (in the pick list) as default value"
• Click on the checkbox  if you want to "Accept values not in the list (indicates that users will be able to type in additional values that you did not include in your list)"

12. Click on the checkbox (s)  if the field is - Required, Visible, and Send To Mobile.

• Required - indicates the field is mandatory.
• Visible - indicates that the field will be visible to all authorized users.
• Send to Mobile - indicates that the field will be sent to and visible on mobile devices.

13. Click on the Save button. The Custom Field will appear in the field list for the selected screen.

Editing a Custom Field

1. Click on the Settings > Form Customization.
2. The Form Customization screen will appear.
3. Select the Form, Tab, and Section (if needed) to locate the field you want to modify. In the example below, we have selected the Item screen > General tab >Details tab.

4. Click on the Field Name Link to update the custom field details.

5. The View/Edit Custom Fields screen appears.

6. Update the fields:

• Select Data Type. The options are Text, Numbers, and Pick List.
• Enter the Field Name.
• Enter/Select the Decimal Places. This field will appear if the Data Type is set as Numbers.
• Enter the Pick List Value. This field will appear if the Data Type is set as Pick List.
• Click on the checkbox (s)  if the field is - Required, Visible, and Send To Mobile.

7. Click on the Save button.
8. A message will appear indicating that the custom field is updated successfully.
   
   

Reset to Default

1. In the Form Customization screen, select the Form, Tab, and Section.
2. The List of custom fields will appear at the bottom of the screen.
3. Select the field you want to set it as Default.
4. Click on the Field Name Link to update the custom field details.
5. The View/Edit Custom Details screen appears.
6. Click Reset to Default.

7. Click on the Save button. The field name will return to the default value across all screens and reports.

Deleting a Custom Field

1. In the Form Customization screen, select the Form, Tab, and Section.
2. The List of custom fields will appear at the bottom of the screen.
3. Search for the custom filed which you want to delete and click on the checkbox.
4. Click on the Delete button.

5. A confirmation message will appear.

6. Click on the Delete button again.

7. A message will appear indicating that 1 custom field has been deleted successfully.