Create a customized form

The functionality Create a customized formfeature of K inventory’s online inventory management platform, enables you to customize reference forms by category.

You can add custom fields, sections and change the order of fields. This feature makes it easy to create forms tailored to your specific needs. Find out how you can use custom forms to improve your K inventory management.

 

This feature is not available on the Mobile version.

 

Before you can set up reference and folder records, make sure you’ve created the necessary categories and fields.

 

1. Left-click on Settings then on Custom forms.

 

2. Click on Create a custom form.

 

3. Enter the name of the custom form and choose a category associate.

 

Customized forms let you set up reference and folder records in relation to one or more categories, by adding custom fields, sections, changing the order of fields, etc.

 

4. Use the actions available by clicking on Three points in the block Form preview :

  • Add a sectionto add a section to your form.
  • Create a new fieldthen enter the Name and choose a Field type.
  • Cancel changes

 

5. Use the actions available by clicking on Three points of a section:

  • Add fields
  • Moves section up
  • Move section down
  • Rename section
  • Delete section

 

6. To add custom fields to your section, click on Three points and select the fields you wish to add.

 

Easily create complete part numbers on an online inventory management platform

Add custom fields screen

 

7. Drag and drop your fields to change their location. You can move fields within the same section or within a different section of the form.

 

K inventory product sheetCreating a customized form

 

 

8. Use the actions available by clicking on Three points:

  • Edit field to access field parameters.
  • Remove field to remove a custom field (only from this custom form).

 

9. Click on the Modify a field. Various parameters are available:

  • A field with a Required cannot be left empty by a user
  • A field with a Read-only status cannot be modified once the reference has been created.

 

Modifying a fieldAdvanced champ

 

If the field type is Price it is also possible to define a minimum and maximum value.

 

If you wish to track variant, variation or batch references, you can configure whether or not to display the associated fields directly from the Customized form.

 

10. For Products and Variants and Lots only. Select display type :

  • Field display on Product only
  • Field display only for Variants and Lots only
  • Display field on Products and Variants and Lots

 

11. Save your changes with the Save.

 

To continue browsing, here are a few articles related to this page: