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Field reference

Customize Form

How to use Customize Form in Customization: access, working steps, fields, related records and troubleshooting.

System AdminUpdated 12 October 2026Configuration-aware guidance
Open Customize Form ↗Module guide

Purpose and access

Use Customize Form and Custom Field for supported record extensions. Choose an appropriate field type, label, identifier and placement. Test required, unique and link behavior in staging, and check impact on reports, imports and APIs.

This page is a settings page in System Admin → Customization. Use the link above to open the configured destination; permissions are checked by the destination service.

ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.

Before you start

Prepare the required information: Fields.

Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.

Working steps

  1. Open Customize Form from System Admin → Customization, or use ERP Search.
  2. Review the existing configuration before editing.
  3. Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
  4. Add the required child rows. Review each row’s identifiers, linked records and values, using the child-table field reference below.
  5. Save the record and address validation messages. Reload and verify the saved values and relationships.
  6. Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.

Field reference

These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.

FieldType / behaviorHow to use it
Enter Form Typedoc_typeLink
Optional		Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship.

Linked record: DocType

Change Label (via Custom Translation)labelData
Optional		Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
Search Fieldssearch_fieldsData
Optional		Fields separated by comma (,) will be included in the "Search By" list of Search dialog box
Grid Page Lengthgrid_page_lengthInt
Optional		Enter a whole-number value.
Rows Threshold for Grid Searchrows_threshold_for_grid_searchInt
Optional		Enter a whole-number value.
Is TableistableCheck
Optional · Read-only		Enable or disable the named option only when it matches the intended record behavior.
Is Calendar and Ganttis_calendar_and_ganttCheck
Optional		Enables Calendar and Gantt views.
Editable Grideditable_gridCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
Quick Entryquick_entryCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
Track Changestrack_changesCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
Track Viewstrack_viewsCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
Allow Auto Repeatallow_auto_repeatCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
Allow Import (via Data Import Tool)allow_importCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
Allow Bulk Editallow_bulk_editCheck
Optional		Enable bulk edit for child table fields in Form view.
Queue in Background (BETA)queue_in_backgroundCheck
Optional		Enabling this will submit documents in background
Naming Rulenaming_ruleSelect
Optional		Choose one of the configured list values. Status fields may be controlled by the record workflow.
Available choices
  • Set by user
  • By fieldname
  • By "Naming Series" field
  • Expression
  • Expression (old style)
  • Random
  • By script
Auto NameautonameData
Optional		Naming Options: field:[fieldname] - By Field naming_series: - By Naming Series (field called naming_series must be present) Prompt - Prompt user for a name [series] - Series by prefix (separated by a dot); for example PRE.##### format:EXAMPLE-{MM}morewords{fieldname1}-{fieldname2}-{#####} - Replace all braced words (fieldnames, date words (DD, MM, YY), series) with their value. Outside braces, any characters can be used.
Image Fieldimage_fieldData
Optional		Must be of type "Attach Image"
Max Attachmentsmax_attachmentsInt
Optional		Enter a whole-number value.
Hide Sidebar, Menu, and Commentshide_toolbarCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
Hide Copyallow_copyCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
Make Attachments Public by Defaultmake_attachments_publicCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
Protect Attached Filesprotect_attached_filesCheck
Optional		Users are only able to delete attached files if the document is either in draft or if the document is canceled and they are also able to delete the document.
Title Fieldtitle_fieldData
Optional		Use this fieldname to generate title
Show Title in Link Fieldsshow_title_field_in_linkCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
Translate Link Fieldstranslated_doctypeCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
Default Print Formatdefault_print_formatLink
Optional		Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship.

Linked record: Print Format

Default Viewdefault_viewSelect
Optional		Choose one of the configured list values. Status fields may be controlled by the record workflow.
Force Re-route to Default Viewforce_re_route_to_default_viewCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
Show Preview Popupshow_preview_popupCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
Make "name" searchable in Global Searchshow_name_in_global_searchCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
Default Email Templatedefault_email_templateLink
Optional		Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship.

Linked record: Email Template

Allow document creation via Emailemail_append_toCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
Sender Email Fieldsender_fieldData
Optional		Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
Sender Name Fieldsender_name_fieldData
Optional		Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
Recipient Account Fieldrecipient_account_fieldData
Optional		Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
Subject Fieldsubject_fieldData
Optional		Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
Sort Fieldsort_fieldSelect
Optional		Choose one of the configured list values. Status fields may be controlled by the record workflow.
Sort Ordersort_orderSelect
Optional		Choose one of the configured list values. Status fields may be controlled by the record workflow.
Available choices
  • ASC
  • DESC
ActionsactionsTable
Optional		Add the relevant child rows and review required columns, quantities and references before saving.

Linked record: DocType Action

LinkslinksTable
Optional		Add the relevant child rows and review required columns, quantities and references before saving.

Linked record: DocType Link

StatesstatesTable
Optional		Add the relevant child rows and review required columns, quantities and references before saving.

Linked record: DocType State

FieldsfieldsTable
Required		Add the relevant child rows and review required columns, quantities and references before saving.

Linked record: Customize Form Field

Child tables

Actions — child-row fields
FieldType / behaviorHow to use it
LabellabelData
Required		Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
Action Typeaction_typeSelect
Required		Choose one of the configured list values. Status fields may be controlled by the record workflow.
Available choices
  • Server Action
  • Route
Action / RouteactionSmall Text
Required		Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data.
GroupgroupData
Optional		Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
HiddenhiddenCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
Links — child-row fields
FieldType / behaviorHow to use it
Link DocTypelink_doctypeLink
Required		Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship.

Linked record: DocType

Link Fieldnamelink_fieldnameData
Required		Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
Parent DocTypeparent_doctypeLink
Optional		Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship.

Linked record: DocType

Table Fieldnametable_fieldnameData
Optional		Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
GroupgroupData
Optional		Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
HiddenhiddenCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
Is Child Tableis_child_tableCheck
Optional · Read-only		Enable or disable the named option only when it matches the intended record behavior.
States — child-row fields
FieldType / behaviorHow to use it
TitletitleData
Required		Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
ColorcolorSelect
Required		Choose one of the configured list values. Status fields may be controlled by the record workflow.
Available choices
  • Blue
  • Cyan
  • Gray
  • Green
  • Light Blue
  • Orange
  • Pink
  • Purple
  • Red
  • Yellow
Fields — child-row fields
FieldType / behaviorHow to use it
LabellabelData
Optional		Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
TypefieldtypeSelect
Required		Choose one of the configured list values. Status fields may be controlled by the record workflow.
Available choices
  • Autocomplete
  • Attach
  • Attach Image
  • Attachment Gallery
  • Barcode
  • Button
  • Check
  • Code
  • Color
  • Column Break
  • Currency
  • Data
  • Date
  • Datetime
  • Duration
  • Dynamic Link
  • Float
  • Fold
  • Geolocation
  • Heading
  • HTML
  • HTML Editor
  • Icon
  • Image
  • Int
  • JSON
  • Link
  • Long Text
  • Markdown Editor
  • Password
  • Percent
  • Phone
  • Rating
  • Read Only
  • Section Break
  • Select
  • Signature
  • Small Text
  • Tab Break
  • Table
  • Table MultiSelect
  • Text
  • Text Editor
  • Time
NamefieldnameData
Optional · Read-only		Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
Non Negativenon_negativeCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
MandatoryreqdCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
UniqueuniqueCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
Is Virtualis_virtualCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
In List Viewin_list_viewCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
In Standard Filterin_standard_filterCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
In Global Searchin_global_searchCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
In Previewin_previewCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
BoldboldCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
No Copyno_copyCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
Set only onceset_only_onceCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
Allow in Quick Entryallow_in_quick_entryCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
TranslatabletranslatableCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
MaskmaskCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
Filterslink_filtersJSON
Optional		Filters applied to Link queries and Attachment Gallery files.
DefaultdefaultSmall Text
Optional		Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data.
PrecisionprecisionSelect
Optional		Set non-standard precision for a Float or Currency field
Available choices
  • 0
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
  • 8
  • 9
LengthlengthInt
Optional		Enter a whole-number value.
OptionsoptionsSmall Text
Optional		Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data.
Sort Optionssort_optionsCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
Fetch Fromfetch_fromSmall Text
Optional		Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data.
Fetch on Save if Emptyfetch_if_emptyCheck
Optional		If unchecked, the value will always be re-fetched on save.
Show Dashboardshow_dashboardCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
Depends Ondepends_onCode
Optional		This field will appear only if the fieldname defined here has value OR the rules are true (examples): myfield eval:doc.myfield=='My Value' eval:doc.age>18
Perm LevelpermlevelInt
Optional		Enter a whole-number value.
HiddenhiddenCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
Read Onlyread_onlyCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
CollapsiblecollapsibleCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
Allow Bulk Editallow_bulk_editCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
Collapsible Depends Oncollapsible_depends_onCode
Optional		Administrator/integration field. Use a validated configuration or supported script and test its impact before deployment.
Ignore User Permissionsignore_user_permissionsCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
Allow on Submitallow_on_submitCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
Report Hidereport_hideCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
Remember Last Selected Valueremember_last_selected_valueCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
Hide Borderhide_borderCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
Ignore XSS Filterignore_xss_filterCheck
Optional		Don't encode HTML tags like <script> or just characters like < or >, as they could be intentionally used in this field
Mandatory Depends Onmandatory_depends_onCode
Optional		Administrator/integration field. Use a validated configuration or supported script and test its impact before deployment.
Read Only Depends Onread_only_depends_onCode
Optional		Administrator/integration field. Use a validated configuration or supported script and test its impact before deployment.
Button Colorbutton_colorSelect
Optional		Choose one of the configured list values. Status fields may be controlled by the record workflow.
Available choices
  • Default
  • Primary
  • Info
  • Success
  • Warning
  • Danger
In Filterin_filterCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
Hide Secondshide_secondsCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
Hide Dayshide_daysCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
DescriptiondescriptionText
Optional		Provide the required record description or content. Keep operational instructions clear and applicable.
PlaceholderplaceholderData
Optional		Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
Print Hideprint_hideCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
Print Hide If No Valueprint_hide_if_no_valueCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
Print Widthprint_widthData
Optional		Print Width of the field, if the field is a column in a table
AlignmentalignmentSelect
Optional		Choose one of the configured list values. Status fields may be controlled by the record workflow.
Available choices
  • Left
  • Center
  • Right
ColumnscolumnsInt
Optional		Number of columns for a field in a Grid (Total Columns in a grid should be less than 11)
WidthwidthData
Optional		Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.

Troubleshooting

  • Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
  • Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
  • Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
  • Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.
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