Adding Custom Forms for a Custom Transaction Type

When you create a custom transaction type, the system automatically creates a standard form for the type. People in your organization can use this form to enter instances of the transaction.

The standard form can be modified in some ways. For example, you can add custom fields to the standard form. However, you may prefer to make further changes, such as defining some fields as read-only, or changing the placement of fields. If you want to make these kinds of changes, you should create a custom form for the transaction type. For details, see the following:

Note:

One of the ways you can access custom forms is by using the transaction type’s Forms subtab. This subtab appears only when you are editing an existing transaction type. The subtab is not available when you are creating a new transaction type.

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.
Change whether a field is 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:

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

Designating a Custom Form as Preferred

Every custom transaction type has a default preferred form, which is displayed for roles that do not have a preferred form set.

To set a default form for roles that do not have their own preference, use the following procedure. For help designating a form as preferred for a particular role, see Defining Preferred Forms.

To designate a custom form as preferred:

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. 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. The system displays a list of all existing transaction forms.
Locate the form that you want to designate as preferred. In the Preferred column, check the box.
Click Save.

For full details on editing and creating custom transaction types, see Creating a Custom Transaction Type and Editing a Custom Transaction Type.

Configuring Custom Forms for a Custom Transaction Type

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

Designating a Custom Form as Preferred

To designate a custom form as preferred:

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