Setting up Custom Input Forms

Custom input forms provide another way of creating, editing, and viewing documents. You can continue to use Classic EditionClosed The view of the application that you see when you first install the base managed package. or Extended EditionClosed The view of the application that you see when you install one of the extension packages (such as the Cash Entry Extension package). For invoices, credit notes, and journals Extended Edition is integrated into the main package, but must be configured. if you prefer, but the custom input forms display header, detail and summary information on one page and better support "tab out" for moving from one field to another. Custom input forms are also easy to modify for your own business needs, such as removing fields that are not relevant.

Default custom input forms are provided for the six document types: Sales Invoice, Sales Credit Note, Payable Invoice, Payable Credit Note, Journal, and Cash Entry. When you have enabled custom input forms in your org, you can start using the default forms or customize them to suit your business needs by creating your own forms.

Note:

Enabling custom input forms for a document type is an org-wide action and should be performed by a user with administrator privileges. See the limitations in Using Custom Input Forms before enabling custom input forms.

To enable custom input forms, you need to override the New, Edit and View buttons on the custom objects for the six document types:

  1. From Setup, click Create | Objects.
  2. Select the custom object for the relevant document type: Sales Invoice, Sales Credit Note, Payable Invoice, Payable Credit Note, Journal, or Cash Entry.
  3. Click Buttons, Links, and Actions.
  4. Click Edit next to the New button.
  5. In the Override With section, select the Visualforce Page radio button then select "Custom Form - <Document Type> - New/Edit" from the drop-down list. (The table below contains the full name of each custom page.)
  6. Click Save.
  7. Repeat steps 4-6 for the Edit button so that both the New and Edit buttons use the "Custom Form - <Document Type> - New/Edit" page.
  8. Now click Edit next to the View button.
  9. In the Override With section, select the Visualforce Page radio button then select "Custom Form - <Document Type> - View" from the drop-down list.
    Although a "Custom Form - <Document Type> - Amend" custom page is available, do not assign it to any button. Read the "Amend" section below for more information.
  10. Click Save.

Repeat these steps for each document type in turn.

The following table lists the full names of the New/Edit and View custom pages for each document type.

Document Type New/Edit View
Sales Invoice Custom Form - Sales Invoice - New/Edit [c2g__cfsalesinvoiceedit] Custom Form - Sales Invoice - View [c2g__cfsalesinvoiceview]
Sales Credit Note Custom Form - Sales Credit Note - New/Edit [c2g__cfsalescreditnoteedit] Custom Form - Sales Credit Note - View [c2g__cfsalescreditnoteview]
Payable Invoice Custom Form - Payable Invoice - New/Edit [c2g__cfpurchaseinvoiceedit] Custom Form - Payable Invoice - View [c2g__cfpurchaseinvoiceview]
Payable Credit Note Custom Form - Payable Credit Note - New/Edit [c2g__cfpurchasecreditnoteedit] Custom Form - Payable Credit Note - View [c2g__cfpurchasecreditnoteview]
Journal Custom Form - Journal - New/Edit [c2g__cfjournaledit] Custom Form - Journal - View [c2g__cfjournalview]
Cash Entry Custom Form - Cash Entry - New/Edit [c2g__cfcashentryedit] Custom Form - Cash Entry - View [c2g__cfcashentryview]

When you have overridden the New, Edit, and View buttons for a document type to use these custom pages, the default custom input forms take effect. Any applicable related lists are enabled on the default custom input forms for viewing documents. Use the Input Form Manager if you want to create your own custom input forms. You can create separate custom input forms to input and view documents, or you can create one custom input form for both input and view. You can assign different custom input forms to different companies. For example, you might want to create different custom input forms for entering sales invoices in companies with different tax regimes.

Warning:

You must test your custom input forms thoroughly before making them available to users because sometimes there are dependencies between fields, and users may encounter error messages if required fields are missing.

Amend

When you assign custom pages to the New, Edit, and View buttons for a document type you might notice that there is also a custom page for "Custom Form - <Document Type> - Amend". You do not need to assign this page to a button. Provided that you assign the "Custom Form - <Document Type> - View" page to the document type's View button, when a user views a document then clicks the Amend button the document will be loaded using the Amend custom page. The Amend custom page is fixed; you cannot modify it by applying custom input forms.

Adding Action Buttons

To add a custom action button to your custom input form:

  1. From Setup, click Create | Objects.
  2. Select the appropriate document type object from the list, for example Sales Invoice.
  3. Scroll down to the Page Layouts section and click Edit next to the relevant page layout.
  4. Drag the custom button on to the page layout.
  5. Click Save.
  6. Repeat for any other document type objects.
Note:

When you add a custom action button to the page layout, for example Save, Post & New, it is only available on custom input forms and not in Classic Edition or Extended Edition.