Customizing the Form Used to Enter Custom Records for the Equipment Service Example
This topic describes Step 4 of Equipment Service Example using Custom Record Types.
When you create a new custom record, a custom form for that custom record is automatically created.
You can customize the forms used to enter custom records in the same way that you customize standard transactions and standard records. You can set up forms for various roles. Customizing a form involves determining which fields show, their arrangement, and which roles use the form.
To customize the forms
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On the Custom Record Type page, click Customize next to the standard form on the Forms subtab.
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On the Custom Entry Form page, clear the boxes in the Show column next to the Warranty and Service subtabs. Then click Save.
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In the Access Type field, ensure that Use Permission List is selected.
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On the Permissions subtab, select the roles that should use the new custom equipment form only. In this example, we add all non-IT roles. When someone with a non-IT role views the equipment record, the hidden fields and subtabs aren't shown.
With the preceding custom record form, employees outside of your IT department can view basic information about the equipment, like manufacturer and model. They can't see information related to service and warranty that's relevant to only your IT staff.
For more information, see Custom Records Overview and Adding Custom Forms for a Record.