Creating Custom Entry and Transaction Forms

You can create your own custom entry and transaction forms by starting with an existing standard form and customizing it.

To create a custom entry or transaction form:

  1. Do one of the following to select the required form to customize.

    • To customize an entry form, go to Customization > Forms > Entry Forms. Click Customize or Edit next to a form in the Custom Entry Forms list.

    • To customize a transaction form, go to Customization > Forms > Transaction Forms. Click Customize or Edit next to a form in the Custom Transaction Forms list.

    • If available, in view mode of a custom form, click the Customize link in the upper right, and then click Customize Form.

    Note:

    Forms labeled as (External) are used in the Customer Center and My Account section of your website.

  2. In the Name field, enter a name for your custom form.

  3. In the ID field, enter a unique alphanumeric ID for the custom form. For information about best practices and naming conventions, see Conventions for Naming Custom Objects. For information about changing an existing ID, see Changing the ID of a Custom Object.

    Note:

    You cannot specify an ID for a transaction form when you create it, but you can change the ID after the form has been created.

  4. Set the custom form properties. Options vary depending on the type of form being customized. See the following topics:

  5. Click Save.

For information about how to see what a completed form looks like, see Viewing a Completed Form.

You can use SuiteCloud Development Framework (SDF) to manage custom entry and transaction forms as part of file-based customization projects. For more information about SDF, see SuiteCloud Development Framework. You can use the Copy to Account feature to copy an individual custom entry or transaction form to another of your accounts. You can use the Copy to Account feature to copy an individual custom entry or transaction form to another of your accounts. Each custom entry or transaction form page has a Copy to Account option in the upper-right corner. For more information about Copy to Account, see Copy to Account.

For more information about customizing Entry forms, see Custom Entry Form Properties.

For more information about customizing Transaction forms, see Custom Transaction Forms Properties.

For more information, see the following topics.

After you have created a custom form, you should configure the subtabs. For more information, see Configuring Subtabs for Custom Entry and Transaction Forms.

Important:

As you configure your custom form, consider whether the transactions to use the form require tax data. Only a form that includes required tax-related fields can be used for a transaction with tax consequences. You cannot specify tax field names through form customization. You must go to Setup > Accounting > Set Up Taxes. For more information, see Customizing Tax Fields on Transaction Forms.

Note:

If you create or edit custom project forms when the Project Management feature is enabled, be aware that these forms can be altered if you later disable this feature. Immediately after you disable Project Management, you should review custom project forms to see if they have been changed, and if necessary, edit them to fit your requirements. For more information, see Enabling Project Features and Using Project Management.

Viewing a Completed Form

To see what a completed form looks like, create an entry or transaction that uses the custom form. For example, click the tab where you access transactions, and click the kind of transaction you want to create. From the Custom Entry or Custom Transaction page, in the Custom Form field, select the custom form to use.

To see a list of all transactions that use the custom form, click List in the upper right of the Custom Entry or Custom Transaction page. Then, to view a specific transaction instance, click View beside the transaction you want to view.

For more information, see Working with Transactions.

Related Topics

Custom Forms
Transaction Form Printing Preferences
Creating Custom Subtabs
Creating Custom Note Forms
Customizing Address Forms
Custom Sublists
Customizing a Transaction Sublist

General Notices