NetLoan - Set form design preferences

Overview

You can build a custom entry form for the NetLoan Loan record to fit your company's process. Common reasons include making Department, Class, or Location required, hiding fields your team doesn't use, renaming field labels, or rearranging fields and subtabs. You can do the same on any other custom record included in NetLoan.

Don't edit the Netgain Default Loan Form directly

NetLoan bundle updates overwrite the Netgain Default Loan Form. Any changes saved on that form are lost at the next update. Always use Save As to make your own copy, and make your changes there.

Prerequisites

The Administrator role, or a role with permission to customize custom record entry forms.

Step-by-step process

Go to Customization > Lists, Records, & Fields > Record Types.
Click the NetLoan Loan Record link.
On the Forms subtab, click Edit next to the Netgain Default Loan Form.
Enter a new name in the Name field, for example "Company Loan Form".
Make your changes using the subtabs described under Customization options below.
To make this form the default for all users, check Form is preferred. You can also set this later from the Forms subtab on the NetLoan Loan Record. To make it the preferred form for a specific role instead, open the Roles subtab on the form and check Preferred for that role.
From the Save dropdown, click Save As. Do not click Save, which would overwrite the Netgain Default Loan Form.

Customization options

Form subtab	What you can change	NetLoan example
Subtabs	Show or hide, rename, or reorder subtabs	Move the Accounting subtab next to Main
Field Groups	Show or hide, rename, reorder, or add field groups, and check Single Column to show a group's fields in one column instead of across the page	Group your custom fields under a "Company Details" field group
Fields	Show or hide a field, make it mandatory, change its label, set its display type (Normal, Inline Text, Disabled), move it to another field group or subtab, and check Column Break to start a new column at that field	Make Department, Class, and Location mandatory
Actions	Show or hide standard buttons and menu actions	Hide Copy for users who shouldn't duplicate loans
Sublists	Show or hide sublists and choose which subtab they appear on	Hide sublists your team doesn't use
Roles	Check Preferred to make the form the default for a specific role	Give servicing staff a simpler form than accounting staff

Limitations / things to be aware of

New NetLoan fields aren't added to your form

When a NetLoan release adds a field, the field is added to the Netgain Default Loan Form but not to your custom form. Check the release notes after each update and add any new fields you need to your form.