New Form Features: Predefined Options & File Uploads!

  • Select lists or DropDown lists are used in a Razor Pages form to enable users to select zero or more predefined options. They are rendered in HTML as a select element, which acts as a container for a number of option elements, each representing an available choice. Select List Basics link.
  • The forms that are displayed by default may depend on the features that are selected for the application. If you selected the Basic Balance Sheet option when you created the application, all forms under the Balance Sheet, Cash Flow, and Income Statement folders are excluded. Other seeded forms are retained.

When you create an application, the system provides these forms. By default, the Service Administrator and Power User have Modify access to these forms. A User or Viewer can launch the form, but cannot modify the layout.

The most commonly used “Break” in a Microsoft Word features document is a Page Beak. When you insert a page-break, the following text is bumped to a new page, This is immensely useful when you want to start new chapters/ headings on a fresh page.

Note:

The forms that are displayed by default may depend on the features that are selected for the application.

If you selected the Basic Balance Sheet option when you created the application, all forms under the Balance Sheet, Cash Flow, and Income Statement folders are excluded. Other seeded forms are retained.

FCCS_Balance Sheet

Form NameDescription
FCCS_Balance Sheet by ConsolidationView the Balance Sheet accounts by consolidation status.
FCCS_Balance Sheet by Movement DetailView the movement of each Balance Sheet account.
FCCS_Balance Sheet by PeriodView the Balance Sheet accounts by period.
FCCS_Balance Sheet Key Balances by ViewView key balances by View.
FCCS_Balance Sheet Movement SummaryView a summary of the movement of Balance Sheet accounts.

FCCS_Cash Flow

Form NameDescription
View Cash Flow Period by Entity by View.
FCCS_Monthly Cash Flow by EntityView Monthly Cash Flow by Entity.
FCCS_Quarterly Cash Flow by EntityView Quarterly Cash Flow by Entity.

FCCS_Income Statement

Form NameDescription
FCCS_Income Dashboard Tile ChartView the Income Statement Dashboard accounts.
FCCS_Income Statement by PeriodView the Income Statement accounts by Period.
FCCS_Monthly Net Income by EntityView Monthly Net Income by Entity.
FCCS_Monthly Sales by EntityView Monthly Sales by Entity.
FCCS_Quarterly Net Income by EntityView Quarterly Net Income by Entity.
FCCS_Quarterly Sales by EntityView Quarterly Sales by Entity.

User-Defined Forms

Note:

The predefined Rate forms are only provided if the Multi-currency option was selected during application creation.

New
Form NameDescriptionDimension Members
Data StatusView calculation and approval status, translate and consolidate data.

Rows = Entity - Hierarchy

Columns = Periods

Scenario - <selectable>

Year- <selectable>

Enter Exchange Rates - Single PeriodEnter exchange rates for the single period selected in the Point of View

Rows = Currencies - From Currency, Account - Average Rate, Ending Rate

Columns = To Currency

Scenario - <selectable>

Year - <selectable>

Period

Enter Exchange Rates - Multi PeriodEnter exchange rates for multiple periods to a single To Currency selected in the Point of View.

Rows = Currencies - From Currency, Account - Average Rate, Ending Rate

Columns = Periods

Scenario - <selectable>

Year - <selectable>

To Currency

Exchange RatesManage exchange rates.The form is prepopulated with currencies. You enable the currencies applicable for the application.

You also identify which currency to use as the application currency. By default, the currency rate data is entered in relation to the application currency.

Rows = All enabled currencies for the application (From Currency).

Columns = Periods (all base periods)

Scenario - <selectable>

Year - <selectable>

Entity- Global

Currency - To Currency <selectable>

Local Exchange RatesWhen you create new Local Rate accounts, this seeded system Rate form automatically includes the newly defined accounts.

You can enter the rate data using an Input currency or Entity Currency. For Entity, you can select a base or Parent entity.

Rows = Currencies - From Currency, Account - Average Rate, Ending Rate

Columns = Periods

Scenario - <selectable>

Year - <selectable>

To Currency

Override RatesManage override rates.Some Balance Sheet accounts are specified as Historical Rate accounts (for example, Common Stocks, Investment in Subs). For Historical Rate accounts, you can enter either an Override rate or Override amount for the account.

Rows = All accounts specified as Historical Rate accounts

Rows = From Currency

Columns = Periods

Columns = To Currency

Scenario - <selectable>

Year - <selectable>

Entity- <selectable>

Account - Override Rate

In Kentico, you can add multiple fields to product options for specifying other option's attributes. You can also create a field that is visible only if a specific value is selected in another field.

Predefined

First, you need to add a field to the product option form. Then, enable the field on the alternative form of the SKU. If you want one of the fields to be somehow dependent on each other, set dependencies after that.

Before you start to customize product option form, learn about product variants. Product variants extend the product options' functionality.

Adding a field to the product option form

With a field related to SKUs, you can store additional information about the SKUs. You add a field with the usual field editor in the Modules application.

  1. Open the Modules application.
  2. Edit () the E-commerce module.
  3. Switch to the Classes tab.
  4. Edit () the SKU class.
  5. Switch to the Fields tab.
  6. Create a new field based on your needs.
    • Leave Standard field in Field type.
    • Clear the Display field in the editing form check box.
  7. Click Save.

The system adds the field to the SKU form and also creates a record of the field in your database.

On this page

Enabling the field in an alternative form

By enabling the field in an SKU's alternative Option form, you can work with the field from the administration interface when creating or modifying a product option.

  1. Open the Modules application.
  2. Edit () the E-commerce module.
  3. Switch to the Classes tab.
  4. Edit () the SKU class.
  5. Switch to the Alternative forms tab.
  6. Edit () one of the Option forms to which you want to add the custom field.
  7. Switch to the Fields tab.
  8. Select the custom field, which you want to enable, in the left list.
  9. Select Display field in the editing form.
  10. Set the form appearance based on your needs.
  11. Click Save.
New Form Features: Predefined Options & File Uploads!

The system starts to display the custom field on the Options tab in details of every option of the chosen product option category type.

Features:

Setting visibility dependency on two fields

If you want one field to be visible only when there is a specific value in another field, you need to set it while editing the fields. See the following example.

We sell T-shirts and every T-shirt has a printed label. There are two types of labels – predefined ones and custom ones. Every T-shirt has a dropdown list in which there are a list of predefined labels and 'Custom label'. If a user selects 'Custom label', a textbox displays, to which the user writes their custom label.

Since there are two types, we want to edit the attribute option form, where we create two new fields, one for predefined labels and one for custom labels.

Creating the fields

  1. Open the Modules application.
  2. Edit () the E-commerce module.
  3. Switch to the Classes tab.
  4. Edit () the SKU class.
  5. Switch to the Fields tab.
  6. Create a field for predefined labels:
    1. Click New field.
    2. Enter attributes of the field:
      • Field name: PredefinedLabels
      • Display field in the editing form: No (cleared)
    3. Click Save.
  7. Create a field for custom labels:
    1. Click New field.
    2. Enter attributes of the field:
      • Field name: CustomLabels
      • Display field in the editing form: No (cleared)
    3. Click Save.

The system creates database records for both fields. However, they are not displayed anywhere.

Setting dependencies

New Form Features: Predefined Options & File Uploads Download

  1. While still editing the SKU class, switch to the Alternative forms tab.
  2. Edit () the Option (Attribute) form.
  3. Switch to the Classes tab.
  4. Edit () the SKU class.
  5. Switch to the Fields tab.
  6. Select PredefinedLabels from the left list.
  7. Edit attributes of PredefinedLabels:
    • Required: Yes (selected)
    • Display field in the editing form: Yes (selected)
    • Field caption: T-shirt label
    • Form control: Drop-down list
    • Data source: List of options
    • To the Data source textbox, enter these values:

    • Has depending fields: Yes (selected)
  8. Click Save.
  9. Select CustomLabels from the left list.
  10. Edit attributes of CustomLabels:
    • Display field in the editing form: Yes (selected)
    • Field caption: Write your custom label
    • Visibility condition: PredefinedLabels 4

      The number is 4 because it's the number of 'Custom label' in the Data source textbox.

    • (Optional) Enabled condition: PredefinedLabels 4

    • Depends on another field: Yes (selected)
  11. Click Save.
  12. Using Move up () and Move down (), position both fields closely under SKUEnabled.
    • This ensures that the fields are visible.

New Form Features: Predefined Options & File Uploads Pdf

The fields are now displayed on the product options page. The PredefinedLabels field is displayed always. When a user selects Custom label in PredefinedLabels, the CustomLabel field appears.

New Form Features: Predefined Options & File Uploads File

You can check the result if you navigate to the Product options application and edit a product option from a product option category from the Attribute type. There you can see the just added and configured fields.

New Form Features: Predefined Options & File Uploads Tax Return

Was this page helpful?