Configuring custom forms

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Modifying a custom form

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The functionality Modify a customized formfeature of the K inventory online inventory management application makes it easy to customize existing forms. You can modify the name, category and properties of custom fields to meet the specific needs of your inventory. Thanks to this feature, you can adapt your forms quickly and easily, without compromising the integrity of your data. Find out how to make changes to your K inventory custom forms to optimize your inventory management process.

 

This feature is only available on the web version.

 

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.

 

1. Left-click on Alternative text test then on Custom forms

 

2. Click on the Edit icon of the form to be modified

 

3. You can change the namethe category of form personalized

 

4. Click on Three points and then on Modify custom fields on the K inventory management platformto access the field modification page.

 

Easily modify your inventory online with K inventory

Field modification page

 

5. You can set the display size of the field, whether it is required or read-only.

 

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

 

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

 

6. Click on the Information button to access the general modification page

 

Screen for creating a price field in the free K inventory management application.

Edit field properties window

 

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