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Chapter 5. Customizing forms

Automatically generating forms saves time for basic form creation, but for most business processes, you will customize the forms to reflect exactly what you intend for the user to view and interact with.

Prerequisites

You have automatically generated the forms. For more information, see Chapter 4, Generating forms.

5.1. Customizing the pizza order form
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Customize the pizza order form to ensure ease of use by defining the field types and locations.

Procedure

  1. Log in to Business Central and click Menu Design Projects pizzaPlace.
  2. Click the pizzaPlace.pizzaOrders-taskform form.
  3. Click dots in the upper-right corner of the Price row and click Remove.
  4. Click dots in the upper-right corner of the ExtraIngredients row and click Edit.
  5. From the Field Type pull-down menu, select TextArea.
  6. Change both the Label and PlaceHolder fields to Extra Ingredients.
  7. Click Ok.

  8. Sort the remaining rows by dragging them to reflect the following order:

    Figure 5.1. Sort the form rows

    Sorting the form rows
    View larger image
    Sorting the form rows
  9. Click Save, then Save, to confirm your changes.

5.2. Customizing the process order form
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Customize the process order form to ensure ease of use by defining the field types and locations.

Procedure

  1. Click Menu Design Projects pizzaPlace.
  2. Click the processOrder-taskform form.
  3. Click dots in the upper-right corner of the Inputs row, select Edit, and change Inputs: to Order Info:. Click Ok.
  4. Click dots in the upper-right corner of the Outputs: row and click Remove.
  5. Click dots in the upper-right corner of the ExtraIngredients row and select Edit.
  6. From the Field Type pull-down menu, select TextArea.
  7. Change both the Label and PlaceHolder fields to Extra Ingredients.
  8. Click Ok.

  9. Sort the remaining rows by dragging them to reflect the following order:

    Figure 5.2. Sort the form rows

    Sorting the form rows
    View larger image
    Sorting the form rows
  10. Click Save, then Save, to confirm your changes.

5.3. Customizing the order confirmation form
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Customize the order confirmation form to ensure ease of use by defining the field types and locations.

Procedure

  1. Click Menu Design Projects pizzaPlace.
  2. Click the confirmation-taskform form.
  3. Click dots in the upper-right corner of the Inputs row, select Edit, and change Inputs: to Your Order Info:.
  4. Click dots in the upper-right corner of the ExtraIngredients row and select Edit.
  5. From the Field Type pull-down menu, select TextArea.
  6. Change both the Label and PlaceHolder fields to Extra Ingredients.

  7. Click Ok.

    Note

    Confirm that the Pizza, Extra Ingredients, Drink, and Price rows are marked as Read Only by clicking dots in the upper-right corner of each and selecting Edit. The Read Only box should be selected. If not, select it and click Ok.

  8. Sort the remaining rows by dragging them to reflect the following order:

    Figure 5.3. Sort the form rows

    Sorting the form rows
    View larger image
    Sorting the form rows
  9. Click Save, then Save, to confirm your changes.
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