Chapter 5. Customizing forms

Automatically generating forms saves time for basic form creation, but for most business processes, you will customize the forms to reflect exactly what you intend for the user to view and interact with.

Prerequisites

You have automatically generated the forms. For more information, see Chapter 4, Generating forms.

5.1. Customizing the pizza order form

Customize the pizza order form to ensure ease of use by defining the field types and locations.

Procedure

  1. Log in to Business Central and click Menu → Design → Projects → pizzaPlace.
  2. Click the pizzaPlace.pizzaOrders-taskform form.
  3. Click dots in the upper-right corner of the Price row and click Remove.
  4. Click dots in the upper-right corner of the ExtraIngredients row and click Edit.
  5. Select TextArea from the Field Type menu.
  6. Change both the Label and PlaceHolder fields to Extra Ingredients.
  7. Click Ok.

  8. Sort the remaining rows by dragging them to reflect the following order:

    Figure 5.1. Sort the form rows

    Sorting the form rows
  9. Click Save, then Save, to confirm your changes.

5.2. Customizing the process order form

Customize the process order form to ensure ease of use by defining the field types and locations.

Procedure

  1. Click Menu → Design → Projects → pizzaPlace.
  2. Click the processOrder-taskform form.
  3. Click dots in the upper-right corner of the Inputs row, select Edit, and change Inputs: to Order Info:. Click Ok.
  4. Click dots in the upper-right corner of the Outputs: row and click Remove.
  5. Click dots in the upper-right corner of the ExtraIngredients row and select Edit.
  6. From the Field Type menu, select TextArea.
  7. Change both the Label and PlaceHolder fields to Extra Ingredients.
  8. Click Ok.

  9. Sort the remaining rows by dragging them to reflect the following order:

    Figure 5.2. Sort the form rows

    Sorting the form rows
  10. Click Save, then Save, to confirm your changes.

5.3. Customizing the order confirmation form

Customize the order confirmation form to ensure ease of use by defining the field types and locations.

Procedure

  1. Click Menu → Design → Projects → pizzaPlace.
  2. Click the confirmation-taskform form.
  3. Click dots in the upper-right corner of the Inputs row, select Edit, and change Inputs: to Your Order Info:.
  4. Click dots in the upper-right corner of the ExtraIngredients row and select Edit.
  5. From the Field Type menu, select TextArea.
  6. Change both the Label and PlaceHolder fields to Extra Ingredients.

  7. Click Ok.

    Note

    Confirm that the Pizza, Extra Ingredients, Drink, and Price rows are marked as Read Only by clicking dots in the upper-right corner of each and selecting Edit. The Read Only box should be selected. If not, select it and click Ok.

  8. Sort the remaining rows by dragging them to reflect the following order:

    Figure 5.3. Sort the form rows

    Sorting the form rows
  9. Click Save, then Save, to confirm your changes.