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Field reference

Web Form

How to use Web Form in Websites & Portals: access, working steps, fields, related records and troubleshooting.

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

Purpose and access

Maintain published pages, web forms and portal configuration. Keep public content separate from role-restricted ERP data. Test logged-out access and the correct linked stakeholder account before release.

This page is a record page in System Admin → Websites & Portals. 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, Select DocType.

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 Web Form from System Admin → Websites & Portals, or use ERP Search.
  2. Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
  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
TitletitleData
Required		Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
RouterouteData
Optional		Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
Select DocTypedoc_typeLink
Required		Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship.

Linked record: DocType

ModulemoduleLink
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

Is standardis_standardCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
Introductionintroduction_textText Editor
Optional		Maintain formatted content for the record; review any public-facing output before publishing.
Web Form Fieldsweb_form_fieldsTable
Optional		Add the relevant child rows and review required columns, quantities and references before saving.

Linked record: Web Form Field

Key requiredkey_requiredCheck
Optional		If enabled, the web form can only be used with a Key from a corresponding Web Form Request .
Anonymous responsesanonymousCheck
Optional		If enabled, all responses on the web form will be submitted anonymously
Login requiredlogin_requiredCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
Apply document permissionsapply_document_permissionsCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
Allow editing after submitallow_editCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
Allow multiple responsesallow_multipleCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
Allow deleteallow_deleteCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
Allow incomplete formsallow_incompleteCheck
Optional		Allow saving if mandatory fields are not filled
Allow commentsallow_commentsCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
Allow printallow_printCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
Print Formatprint_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

Max attachment sizemax_attachment_sizeInt
Optional		Set size in MB
Show attachmentsshow_attachmentsCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
Hide navbarhide_navbarCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
Hide footerhide_footerCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
Allowed embedding domainsallowed_embedding_domainsSmall Text
Optional		Specify the domains or origins that are permitted to embed this form. Enter one domain per line (e.g., https://example.com). If no domains are specified, the form can only be embedded on the same origin.
Condition JSONcondition_jsonJSON
Optional		Structured data field. Preserve the required object format and validate it before using it in an integration.
Show listshow_listCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
Titlelist_titleData
Optional		Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
List Columnslist_columnsTable
Optional		Add the relevant child rows and review required columns, quantities and references before saving.

Linked record: Web Form List Column

Show sidebarshow_sidebarCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
Website Sidebarwebsite_sidebarLink
Optional		Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship.

Linked record: Website Sidebar

Submit button labelbutton_labelData
Optional		Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
Banner Imagebanner_imageAttach Image
Optional		Upload an appropriate image in a supported format. Logo and profile images have different purposes and access requirements.
BreadcrumbsbreadcrumbsCode
Optional		List as [{"label": _("Jobs"), "route":"jobs"}]
Success titlesuccess_titleData
Optional		Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
Success URLsuccess_urlData
Optional		Go to this URL after completing the form
Success messagesuccess_messageText
Optional		Message to be displayed on successful completion
Meta titlemeta_titleData
Optional		Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
Meta descriptionmeta_descriptionSmall Text
Optional		Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data.
Meta imagemeta_imageAttach Image
Optional		Upload an appropriate image in a supported format. Logo and profile images have different purposes and access requirements.
Client scriptclient_scriptCode
Optional		For help see Client Script API and Examples
Custom CSScustom_cssCode
Optional		Administrator/integration field. Use a validated configuration or supported script and test its impact before deployment.

Child tables

Web Form Fields — child-row fields
FieldType / behaviorHow to use it
FieldfieldnameSelect
Optional		Choose one of the configured list values. Status fields may be controlled by the record workflow.
FieldtypefieldtypeSelect
Optional		Choose one of the configured list values. Status fields may be controlled by the record workflow.
Available choices
  • Attach
  • Attach Image
  • Check
  • Currency
  • Color
  • Data
  • Date
  • Datetime
  • Duration
  • Float
  • HTML
  • Int
  • Link
  • Password
  • Phone
  • Rating
  • Select
  • Signature
  • Small Text
  • Text
  • Text Editor
  • Table
  • Time
  • Section Break
  • Column Break
  • Page Break
Custom LabellabelData
Optional		Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
Allow Read On All Link Optionsallow_read_on_all_link_optionsCheck
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.
Read Onlyread_onlyCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
Show in filtershow_in_filterCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
HiddenhiddenCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
OptionsoptionsText
Optional		Provide the required record description or content. Keep operational instructions clear and applicable.
Max Lengthmax_lengthInt
Optional		Enter a whole-number value.
Max Valuemax_valueInt
Optional		Enter a whole-number value.
PrecisionprecisionSelect
Optional		Set non-standard precision for a Float or Currency field
Available choices
  • 0
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
  • 8
  • 9
Display Depends Ondepends_onCode
Optional		Administrator/integration field. Use a validated configuration or supported script and test its impact before deployment.
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.
DescriptiondescriptionText
Optional		Provide the required record description or content. Keep operational instructions clear and applicable.
DefaultdefaultData
Optional		Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
PlaceholderplaceholderData
Optional		Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
List Columns — child-row fields
FieldType / behaviorHow to use it
FieldfieldnameSelect
Required		Choose one of the configured list values. Status fields may be controlled by the record workflow.
FieldtypefieldtypeData
Optional · Read-only		Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
Custom LabellabelData
Optional		Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
OptionsoptionsText
Optional		Provide the required record description or content. Keep operational instructions clear and applicable.

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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