Custom Forms
Custom forms in iceDQ enable the creation of tailored form layouts to support specific business or project needs. These forms are composed of Custom Fields defined within the Administration section and can be assigned to a workspace as the default view.
- iceDQ includes a set of pre-built custom forms that serve as templates or starting points. These default forms are system-defined and cannot be modified or deleted.
- New custom forms can be created by saving a copy of a default form and customizing it further to suit specific requirements.
How To: Configure Custom Forms
- Navigate to the Administration module.
- Select the Configurations tab.
- Select Custom Forms.
- Select a custom form to modify its configuration.
- Rename the custom form: Update the name of the custom form to clearly represent its purpose or function.
- Organize with Sections: Click on New Section to add a section that structures the form logically, improving clarity and usability.
- Rename Section: Click the ✏️ icon in the section pane to assign a logical and descriptive name to the section.
- Add Fields: Click on Add Field to add a custom field to the section. Add custom fields to the section to capture the necessary data.
- Mark Fields as Required: Select the checkbox in the Required column to designate fields as mandatory, then click Save. This ensures that essential information is always captured.
- Delete Sections or Remove Fields: Streamline the form by removing any unnecessary sections or fields.
- Set as Default Form: Assign the custom form as the default layout for a workspace.
Video Guide
This video shows how to configure custom forms.