Field reference
Form Tour
How to use Form Tour in Navigation Setup: access, working steps, fields, related records and troubleshooting.
Purpose and access
Keep the 14-app structure and module landing dashboards aligned with permitted ERP routes. Search and direct links complement the menu. Do not expose a route solely to avoid fixing an underlying permission issue.
This page is a record page in System Admin → Navigation Setup. 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: Title, Steps.
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
- Open Form Tour from System Admin → Navigation Setup, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- 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.
- Add the required child rows. Review each row’s identifiers, linked records and values, using the child-table field reference below.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- 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.
| Field | Type / behavior | How to use it |
|---|---|---|
Titletitle | Data Required | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Viewview_name | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Select Workspaceworkspace_name | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Workspace |
Select List Viewlist_name | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Select Reportreport_name | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Report |
Select Dashboarddashboard_name | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Dashboard |
New Document Formnew_document_form | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Select Pagepage_name | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Page |
Reference Documentreference_doctype | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: DocType |
Modulemodule | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Module Def |
UI Tourui_tour | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Track Stepstrack_steps | Check Optional | The next tour will start from where the user left off. |
Is Standardis_standard | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Save on Completionsave_on_complete | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Show First Document Tourfirst_document | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Include Name Fieldinclude_name_field | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Stepssteps | Table Required | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Form Tour Step |
Child tables
Steps — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
UI Tourui_tour | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Is Table Fieldis_table_field | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Titletitle | Data Required | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Parent Fieldparent_fieldname | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow. |
Fieldnamefieldname | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow. |
Element Selectorelement_selector | Data Optional | CSS selector for the element you want to highlight. |
Parent Element Selectorparent_element_selector | Data Optional | Mozilla doesn't support :has() so you can pass parent selector here as workaround |
Descriptiondescription | HTML Editor Required | Complete the value according to the field label and the record’s validation rules. |
Popover or Modal Descriptionondemand_description | HTML Editor Optional | Complete the value according to the field label and the record’s validation rules. |
Positionposition | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Hide Buttonshide_buttons | Check Optional | Hide Previous, Next and Close button on highlight dialog. |
Popover Elementpopover_element | Check Optional | when clicked on element it will focus popover if present. |
Modal Triggermodal_trigger | Check Optional | Enable if on click opens modal. |
Offset Xoffset_x | Int Optional | Enter a whole-number value. |
Offset Yoffset_y | Int Optional | Enter a whole-number value. |
Next on Clicknext_on_click | Check Optional | Move to next step when clicked inside highlighted area. |
Labellabel | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Fieldtypefieldtype | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Has Next Conditionhas_next_condition | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Next Step Conditionnext_step_condition | Code Optional | Administrator/integration field. Use a validated configuration or supported script and test its impact before deployment. |
Next Form Tournext_form_tour | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Form Tour |
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.