NetLessor - Set Form Design Preferences
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 lease record.
This will most likely be applicable to the NetLessor record, but these steps can be followed on any custom asset records included in NetLessor as well.
STEP BY STEP PROCESS
- Navigate to the NetLessor Lease Record by accessing Customization > Lists, Records, & Fields > Record Types
- Select the NetLessor Lease Record hyperlink
- On the Forms subtab, select “Edit” to the left of the "Netgain Default Lessor Lease Form" and save 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.
- Once the form is selected, edits can be done in the record. Common changes are adding, showing, and rearranging fields. This is done in the Fields section.
- Once all desired edits have been completed, update the Name to save desired form changes and select Save As