Configuring Custom Forms for a Custom Transaction Type

When you create a custom form, you create an alternative to the standard form. With your custom form, you can do any of the following:

• Change the names, visibility, and placement of subtabs, field groups, fields, sublists, and actions.

• Make fields read-only or editable.

• Add custom actions that process client SuiteScripts.

• Associate custom code (existing client SuiteScripts) with the form.

• Set the form as preferred for one or more roles.

• Choose whether to store the form with the record.

To add or modify a form for a custom transaction type:

1. Display a list of the existing forms by doing one of the following:

   • Go to Customization > Lists, Records, & Fields > Transaction Types, and click the name of the appropriate transaction type. Then click the Forms subtab. In response, the system displays a list of the existing forms for this transaction type. The list includes the standard form for the transaction type and any custom forms that have been created.

   • Go to Customization > Forms > Transaction Forms. A list of all existing transaction forms appears.

2. Do one of the following:

   • To create a form based on the standard form for the type, click Customize beside the standard form.

   • To edit an existing custom form, click Edit.

3. Customize the form as needed. For more details about working with custom forms, see Creating Custom Entry and Transaction Forms.

4. Click Save.

For information about making a form preferred, see Designating a Custom Form as Preferred.

Related Topics

• Adding Custom Forms for a Custom Transaction Type
• Designating a Custom Form as Preferred

General Notices