Custom Form Layout

Creating a Custom Layout 

Assumptions/Prerequisites: HTML form with all the required labels and CSS is already configured. 

To create a Custom Layout for the module, follow these steps:

  • Login with administrator credentials. 
  • Go to the Settings icon at top right corner on the Home page. 
  • Select Modules from the left menu bar. 
  • Select the module which needs the layout to be configured. 
  • Click on Layouts > Add New Layout. 
  • Enter the Name of the layout and select the Layout Type (options listed below). 
Option  Detail 
Double column  Will have fields on two sides of the page. 
Single column  Will have fields on only one side of the page[do not select this option while configuring MDO custom Layout] 
HTML upload   Used for HTML layout forms. 
  •  Click on Save. 
  • Click on Browse and select the required HTML file.  
  • Click on Upload HTML.

The uploaded HTML file opens in MDO
 

  • Drag and drop MDO fields to the corresponding label in the HTML form to map them together. (MDO automatically transforms the HTML field data type to the data type of its corresponding MDO field). 
  •  Click Submit.  

After selecting Submit, the layout’s permission window (Assign Roles and Events) pops up. Here, the user can define what roles should view this layout and for which event(s). 

  • Search for the Role and assign the Events (listed below). 
Event Name  Description 
Create  Creating a new record 
Change  Changing an existing record [do not select this option while configuring HTML layouts] 
Approve  Approving the record in the workflow [do not select this option while configuring HTML Layouts] 
Extend  Extending a record [do not select this option while configuring HTML Layouts] 
Copy  Copying a record [do not select this option while configuring HTML Layouts] 
Summary  Summary of an existing record [do not select this option while configuring HTML Layouts] 
Edit & Reprocess  Editing and reprocessing an existing record [do not select this option while configuring HTML Layouts] 
Activate  Activating a deactivated record [do not select this option while configuring HTML Layouts] 
Deactivate  Deactivating an existing active record [do not select this option while configuring HTML Layouts] 
Quick View  Quick view of an existing record [do not select this option while configuring HTML Layouts] 
Quick Create  Quickly creating a new record [do not select this option while configuring HTML Layouts] 
Excel Connect  Downloading the records in Excel [do not select this option while configuring HTML Layouts] 
  • Click Save. 
  • Click on Generate URL to generate the URL for the layout. (This URL is used to access the form). 
  • From the Select User dropdown list, select the user who would be using this form.