Fill additional details and manage custom forms
Use company-specific forms attached to supported app workflows.
Menus and actions depend on your company's settings and your access. If something is missing, ask your company administrator.
Before you begin #
The applicable form must be configured for the relevant module/context. End users only see forms that apply to their record and access.
Step by step #
- Open the main create/edit screen and find Additional Details.
- Complete all required fields and repeatable entries.
- Use date and selection controls according to each field type.
- Save the main record.
- If validation fails, correct the additional form while keeping the draft.
- Reopen the record and verify the additional values.
Understand the fields #
- Required field: must be filled for a successful save.
- Context: determines which module/role/voucher-type workflow receives the form.
- Repeatable entry: an additional instance of the same form.
- Date: use the provided picker to preserve the intended date.
Check the result #
The main record and its additional forms should save together. Verify all entries, including later repeated entries.
If something goes wrong #
If a form is absent in create or edit, ask an authorized form manager to check its context and publication/configuration. Do not create an unrelated form just to bypass validation.
On mobile #
Open the same module from the app menu. Use the record card or its actions menu. Scroll through the form before saving so that required fields and validation messages are not missed. Your permissions still apply.