{"id":7611,"date":"2019-01-22T07:16:48","date_gmt":"2019-01-22T07:16:48","guid":{"rendered":"https:\/\/support.loginextsolutions.com\/?p=7611"},"modified":"2026-01-28T09:42:35","modified_gmt":"2026-01-28T09:42:35","slug":"customize-forms","status":"publish","type":"post","link":"https:\/\/support.loginextsolutions.com\/index.php\/2019\/01\/22\/customize-forms\/","title":{"rendered":"Form and List Builder\u2014Customize Forms"},"content":{"rendered":"\n\n\n\t
\n\n\t\t<\/i><\/span> Download PDF<\/a>\n\n\t<\/div>\n\n\n\n\n\n\n

One of the ways you can create orders, customers, delivery associates, and more in the LogiNext platform is through dedicated forms\u2014such as Add Order, Add Customer, and Add Delivery Associate. While the system provides default forms, they may not fully match your specific business needs, as some fields in the form may be unnecessary, while others you require may be missing.<\/span><\/p>\n\n\n\n

To enable you to tailor these forms as per your business operations, the platform offers Form and List Builder,<\/span> which lets you add <\/span>new fields, remove the ones that are not relevant, rearrange the sequence, and more<\/span>.<\/span><\/p>\n\n\n\n

Once your forms are set up, you can assign them to specific <\/span>organization roles<\/span><\/a>, <\/span>ensuring each user sees only the fields relevant to them. For example, if your business has two teams operating from different locations, and each requires a unique set of fields while creating orders, you can configure two separate Add Order Form templates. Each template can then be linked to the organization role associated with the respective location, ensuring clarity and operational efficiency.<\/span><\/p>\n\n\n\n

Note:<\/b> Similar to forms, you can also configure lists by using Form and List Builder. To learn more, click <\/span>here<\/span><\/a>.<\/p>\n\n\n\n

Configuring a New Form Template<\/strong><\/span><\/h4>\n\n\n\n

To configure a new form template, follow these steps:<\/span><\/p>\n\n\n\n

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  1. Click the Settings icon.<\/span><\/li>\n\n\n\n
  2. Select Form and List Builder in the drop-down menu.<\/span>
    <\/li>\n\n\n\n
  3. From the left navigation panel, select the module (e.g., Order, Order Request, etc.) for which you want to configure the form.<\/li>\n\n\n\n
  4. Click the arrow icon to expand the relevant form section (such as Order Form), and then click Add New Template to begin creating a custom form.
    <\/strong><\/li>\n\n\n\n
  5. In the pop-up screen, provide the following details:\n