Forms

Forms let users add, view and edit individual records. They can be customized (by system administrators) to tailor the information to users' needs.

Forms can range from being incredibly complex, with many fields, to very simple, with relatively few fields. While forms can be launched from a grid or a menu, they are always launched in a new application tab.

Note: The new Forms in 2018r2 provide alot of great features but are still being developed. There are a few restrictions to the functionality included in these forms. These restrictions are listed in the 2018r2 release notes. If these restrictions cause problems for you work flow then you will need to use the old forms, which are still available in this version. To revert to the older forms disable the Use HTML Forms for Web option in the Admin Portal > Settings > System Settings > Website section.

Form Types

There are two types of forms

• Module Forms - Module forms open when a user clicks the or button within a lucity module.
  • The button opens a blank form and enables a user to create a new record.
  • The button opens an existing record for the user to view or edit information.
• Submital Forms - These forms open when a user selects them from the Menu in the View Selector.
  • These always open to a blank form that enables a user to create a new record without navigating to the module first.
  • Submital forms appear identical to module forms except for the extra ability to mark the form as a favorite. This causes the form to also appear in the View Selector under the Favorites section. Submital forms are most often used for creating different types of work requests.