Customize Form
Overview
Customize Form — Business-Focused Overview
Customize Form is a powerful business configuration document in Dafater that allows organizations to tailor their forms and records to match their real-world business needs—without changing how the system fundamentally works. It helps ensure that data capture, user experience, and internal controls align with company policies, industry requirements, and operational workflows.
What Customize Form Is Used for in Business Operations
Customize Form is used to adapt existing Dafater forms so they reflect how your business actually operates. Through this document, businesses can:
- Add or remove fields that are relevant to their operations
- Rename fields to match internal terminology
- Make certain information mandatory to enforce policy compliance
- Hide fields that are not applicable to the business
- Reorder sections to follow real business processes
In short, Customize Form ensures that employees see only what they need and are guided to enter the right information at the right time.
Prerequisites and Setup Requirements
Before using Customize Form, the following should be in place:
- A clear understanding of the business process you want to improve or standardize
- Agreement from process owners on what information is required, optional, or unnecessary
- Knowledge of which Dafater form needs adjustment (for example, employee records, transactions, or approvals)
- Authorization to change system behavior, as form changes affect all users
It is strongly recommended to document business requirements before making any changes.
Typical Workflow and Business Fit
A common business workflow involving Customize Form looks like this:
Identify a business gap
For example, teams are entering inconsistent data or skipping important details.Define required changes
Decide which fields should be added, hidden, renamed, or made mandatory.Update the form using Customize Form
Adjust the form so it reflects the approved business process.Review and validate
Key users confirm that the form now supports daily operations correctly.Roll out to users
All users now work with a form that enforces consistent and accurate data entry.
This workflow helps standardize operations and reduces manual follow-ups and corrections.
Key Business Scenarios Where Customize Form Is Essential
Customize Form is especially valuable in the following situations:
Process standardization
Ensuring all teams capture the same information in the same way.Regulatory or compliance needs
Making critical fields mandatory to avoid missing legally required data.Business growth or change
Adapting forms when new services, departments, or policies are introduced.User productivity improvement
Removing irrelevant fields so users can work faster and with fewer errors.Industry-specific requirements
Aligning Dafater forms with sector-specific terminology and practices.
Important Considerations for Users
When working with Customize Form, keep these points in mind:
- Changes affect all users, so decisions should be made carefully
- Over-customization can make forms confusing; keep them simple and purposeful
- Always test changes with real business scenarios before full rollout
- Document why changes were made, so future teams understand the logic
- Review customized forms periodically to ensure they still match current business needs
Summary
Customize Form enables businesses using Dafater to align system forms with real operational needs. By tailoring what users see and enter, it strengthens data quality, enforces policies, and improves day-to-day efficiency—making it an essential tool for growing and well-governed organizations.
Basic Information
- Module: Custom
- Document Type: Document
- Type: Single (Configuration)
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| doc_type | Enter Form Type | Link | DocType | Select Dafater form type to customize business behavior and layout | |
| label | Change Label (via Custom Translation) | Data | - | Override default field label using Dafater custom translations | |
| search_fields | Search Fields | Data | - | Define fields searchable in Dafater list and link dialogs | |
| link_filters | Link Filters | JSON | - | Apply business rules to filter linked records in Dafater | |
| istable | Is Table | Check | - | Indicate whether this Dafater DocType behaves as a child table | |
| iscalendarand_gantt | Is Calendar and Gantt | Check | - | Enable calendar and Gantt views for Dafater planning use | |
| editable_grid | Editable Grid | Check | - | Allow inline editing of table rows in Dafater forms | |
| quick_entry | Quick Entry | Check | - | Enable simplified data entry for faster record creation | |
| track_changes | Track Changes | Check | - | Log field value changes for audit and compliance | |
| track_views | Track Views | Check | - | Track user views for usage analysis and monitoring | |
| allowautorepeat | Allow Auto Repeat | Check | - | Allow recurring document creation based on schedules | |
| allow_import | Allow Import (via Data Import Tool) | Check | - | Enable bulk data upload using Dafater import tools | |
| queueinbackground | Queue in Background (BETA) | Check | - | Process heavy operations asynchronously to improve performance | |
| naming_rule | Naming Rule | Select | , Set by user, By fieldname, By "Naming Series"... | Define business logic for automatic document naming | |
| autoname | Auto Name | Data | - | Specify auto-naming pattern or expression for records | |
| image_field | Image Field | Data | - | Select field storing primary image for this record | |
| max_attachments | Max Attachments | Int | - | Limit number of files attachable to a document | |
| allow_copy | Hide Copy | Check | - | Hide option to duplicate existing records | |
| makeattachmentspublic | Make Attachments Public by Default | Check | - | Automatically set attached files as publicly accessible | |
| protectattachedfiles | Protect Attached Files | Check | - | Restrict unauthorized access to attached documents | |
| title_field | Title Field | Data | - | Choose field displayed as document title | |
| showtitlefieldinlink | Show Title in Link Fields | Check | - | Display title along with name in link fields | |
| translated_doctype | Translate Link Fields | Check | - | Translate linked document names based on user language | |
| defaultprintformat | Default Print Format | Link | Print Format | Set default business print format for documents | |
| default_view | Default View | Select | - | Define initial view shown when opening list | |
| forcereroutetodefault_view | Force Re-route to Default View | Check | - | Always redirect users to selected default view | |
| showpreviewpopup | Show Preview Popup | Check | - | Show quick preview popup before opening record | |
| defaultemailtemplate | Default Email Template | Link | Email Template | Predefine email template for document communications | |
| emailappendto | Allow document creation via Email | Check | - | Allow creating records by receiving emails | |
| sender_field | Sender Email Field | Data | - | Map email sender address to a document field | |
| sendernamefield | Sender Name Field | Data | - | Capture sender name from incoming emails | |
| recipientaccountfield | Recipient Account Field | Data | - | Link incoming email to recipient business account | |
| subject_field | Subject Field | Data | - | Store email subject in specified document field | |
| sort_field | Sort Field | Select | - | Default field used for record sorting | |
| sort_order | Sort Order | Select | ASC, DESC | Set ascending or descending order for listings | |
| actions | Actions | Table | DocType Action | Define workflow or custom actions for documents | |
| links | Links | Table | DocType Link | Configure related document links for contextual navigation | |
| states | States | Table | DocType State | Manage document lifecycle states and transitions | |
| fields | Fields | Table | ✓ | Customize Form Field | Customize individual fields and their properties |
| form_builder | Form Builder | HTML | - | Visual interface for designing Dafater form layouts |
Child Tables
Actions (DocType Action)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| label | Label | Data | ✓ | - | Display name for the action shown to Dafater users. |
| action_type | Action Type | Select | ✓ | Server Action, Route | Defines whether action runs server logic or navigates a route. |
| action | Action / Route | Small Text | ✓ | - | Server script or Dafater route executed when action is triggered. |
| group | Group | Data | - | Logical grouping to organize related actions in Dafater UI. | |
| hidden | Hidden | Check | - | Hides the action from Dafater users when enabled. | |
| custom | Custom | Check | - | Indicates the action is custom-defined, not standard Dafater. |
Links (DocType Link)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| link_doctype | Link DocType | Link | ✓ | DocType | Referenced Dafater DocType being linked |
| link_fieldname | Link Fieldname | Data | ✓ | - | Fieldname in target DocType used for linking |
| parent_doctype | Parent DocType | Link | DocType | Parent Dafater DocType where link is defined | |
| table_fieldname | Table Fieldname | Data | - | Child table fieldname holding the link | |
| group | Group | Data | - | Logical grouping for organizing related links | |
| hidden | Hidden | Check | - | Marks this link as hidden in Dafater UI | |
| ischildtable | Is Child Table | Check | - | Indicates link belongs to a child table | |
| custom | Custom | Check | - | Identifies link created through custom Dafater configuration |
States (DocType State)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| title | Title | Data | ✓ | - | State name displayed across Dafater workflows. |
| color | Color | Select | ✓ | Blue, Cyan, Gray, Green, Light Blue, Orange, Pi... | Visual color indicator for state status in Dafater. |
| custom | Custom | Check | - | Indicates user-defined state created outside standard Dafater states. |
Fields (Customize Form Field)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| issystemgenerated | Is System Generated | Check | - | Indicates field automatically created and managed by Dafater system. | |
| label | Label | Data | - | Display label shown to business users on forms. | |
| fieldtype | Type | Select | ✓ | Autocomplete, Attach, Attach Image, Barcode, Bu... | Defines data type and user interaction behavior. |
| fieldname | Name | Data | - | Internal unique name used by Dafater for processing. | |
| non_negative | Non Negative | Check | - | Restricts numeric values to zero or positive only. | |
| reqd | Mandatory | Check | - | Makes field mandatory before saving the document. | |
| unique | Unique | Check | - | Ensures entered value is unique across records. | |
| is_virtual | Is Virtual | Check | - | Value calculated dynamically, not stored in database. | |
| inlistview | In List View | Check | - | Shows field as a column in list view. | |
| instandardfilter | In Standard Filter | Check | - | Available as filter in standard list filters. | |
| inglobalsearch | In Global Search | Check | - | Includes field values in Dafater global search. | |
| in_preview | In Preview | Check | - | Displays field in document preview panel. | |
| bold | Bold | Check | - | Highlights field value using bold text. | |
| no_copy | No Copy | Check | - | Prevents field value copying during duplication. | |
| allowinquick_entry | Allow in Quick Entry | Check | - | Allows field input in quick entry dialogs. | |
| translatable | Translatable | Check | - | Enables multi-language translation for field values. | |
| link_filters | Link Filters | JSON | - | Applies conditional filters to linked document options. | |
| default | Default | Small Text | - | Pre-filled value when creating a new record. | |
| precision | Precision | Select | , 0, 1, 2, 3, 4, 5, 6, 7, 8, 9 | Number of decimal places allowed for numeric values. | |
| length | Length | Int | - | Maximum character length allowed for the field. | |
| options | Options | Small Text | - | Defines selectable values or configuration settings. | |
| sort_options | Sort Options | Check | - | Automatically sorts selectable options alphabetically. | |
| fetch_from | Fetch From | Small Text | - | Pulls value from another linked field. | |
| fetchifempty | Fetch on Save if Empty | Check | - | Fetches value on save when field is empty. | |
| show_dashboard | Show Dashboard | Check | - | Displays related dashboard information for this field. | |
| depends_on | Depends On | Code | JS | Controls field visibility based on conditions. | |
| permlevel | Perm Level | Int | - | Access control level for different user roles. | |
| hidden | Hidden | Check | - | Hides field from user interface. | |
| read_only | Read Only | Check | - | Prevents users from editing the field. | |
| collapsible | Collapsible | Check | - | Allows section to be collapsed in the form. | |
| allowbulkedit | Allow Bulk Edit | Check | - | Enables mass update of this field. | |
| collapsibledependson | Collapsible Depends On | Code | JS | Conditionally controls when section becomes collapsible. | |
| ignoreuserpermissions | Ignore User Permissions | Check | - | Bypasses user permission checks for this field. | |
| allowonsubmit | Allow on Submit | Check | - | Allows field editing after document submission. | |
| report_hide | Report Hide | Check | - | Excludes field from reports and analytics. | |
| rememberlastselected_value | Remember Last Selected Value | Check | - | Remembers user's last selected value for convenience. | |
| hide_border | Hide Border | Check | - | Removes border styling from field display. | |
| ignorexssfilter | Ignore XSS Filter | Check | - | Disables XSS protection for advanced content. | |
| mandatorydependson | Mandatory Depends On | Code | JS | Conditionally enforces mandatory requirement. | |
| readonlydepends_on | Read Only Depends On | Code | JS | Conditionally sets field as read-only. | |
| in_filter | In Filter | Check | - | Available as filter option in reports. | |
| hide_seconds | Hide Seconds | Check | - | Hides seconds from time field display. | |
| hide_days | Hide Days | Check | - | Hides days from duration field display. | |
| description | Description | Text | - | Additional help text explaining field purpose. | |
| placeholder | Placeholder | Data | - | Hint text shown before user enters value. | |
| print_hide | Print Hide | Check | - | Hides field from printed documents. | |
| printhideifnovalue | Print Hide If No Value | Check | - | Hides field in print when empty. | |
| print_width | Print Width | Data | - | Controls column width in print layouts. | |
| columns | Columns | Int | - | Defines number of columns occupied in layout. | |
| width | Width | Data | - | Sets field width on the form. | |
| iscustomfield | Is Custom Field | Check | - | Identifies field added through customization. |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| System Manager | ✓ | ✓ | ✓ |
Related DocTypes
| DocType | Relationship | Module |
|---|---|---|
| Email Template | Links to | |
| Print Format | Links to | Printing |