NetLoan - Set Form Design Preferences
You may want to edit or customize a form for your environment, especially if you have additional requirements for journal entries and/or field usage. For example, if Department, Class, and/or Location are required fields, you can edit the template to make those fields mandatory on the loan record.
This will most likely be applicable to the NetLoan record, but these steps can be followed on any custom loan records included in NetLoan as well.
STEP BY STEP PROCESS
- Navigate to the NetLoan Record by accessing Customization > Lists, Records, & Fields > Record Types
- Select the NetLoan Loan Record hyperlink
- On the Forms subtab, select “Customize” to the left of the standard form and rename it as your own preferred template. On most records, Netgain has created the preferred form, which is often a good start to creating your own form. Be aware that using the Netgain form is not recommended if you plan on doing any customization as changes will get erased upon bundle update.
- Make the desired changes to the Form and Save As to update the Form