Stakeholders who are not part of your organization may need to interact with your OneOfficeERP instance. You can authorize customers, suppliers, job applicants, students, and guardians to access certain information or even create certain transactions. For example, you can let anyone create an account on your website (created with OneOfficeERP) and apply for a job. You can let your customers see the details of the complaints they have registered. These can be done using Web Forms.
There are two types of in-built interfaces available in OneOfficeERP. The_Desk View_ and the Web View. Desk is for users who regularly interact with OneOfficeERP instance, like employees of your organization.
Web View is for users who need to interact with an OneOfficeERP instance occasionally. Web forms are similar to the forms you generally fill in various websites on the internet. Webforms are part of the Web View interface in OneOfficeERP.
To create a new Web Form go to:
Home > Website > Web Site > Web Form
New Web Form
Select the DocType based on which you want to build your Web Form. TheRoute will be set based on the Title of your Web Form. You can also add an Introduction text to show a friendly message above your form.
Add fields to your Web Form. These are the fields from the DocType you have selected. You can change the Label for these fields. Try to keep number of fields to be minimum as long forms are cumbersome to fill.
Web Form Fields
Click on See on Website in the sidebar to view your Web form.
Here is an explanation of each of the checkboxes on the right.
You can also show contextual links in a sidebar on your Web Form. Set it up inSidebar Settings.
Web Form Sidebar
Web Form with Sidebar
You can add child tables to your web forms, just like regular forms.
You can now add a Payment Gateway to the web form, so that you can ask users to pay against a web form. A good example for this is a conference ticket.
We have also introduced roles for Website users. You can assign a 'Role' but still disallow access to 'Desk View' by unchecking 'Desk Access' in Role.
In Portal Settings, you can set a role against each menu item so that only users with that role will be allowed to see that item.
You can write custom scripts for your Web Form for things like validating your inputs, auto-filling values, showing a success message, or any arbitrary action.
To learn how to write custom scripts for your Web Forms, readCustom Scripts documentation.
You can customize the look and feel of your Web Form by writing your own Custom CSS. Inspect the elements on the page to see what classes are available for styling. Learn more about CSS here.
You can add the text in 'Success Message' field and this text will be shown to user once he successfully submits the web form . And the user is redirected to the URL given at 'Success URL' when clicked on 'Continue' button. This is only applicable to webforms accessible without the user login(webforms with 'Login Required' checkbox unchecked).
When a website user submits the form, the data will be stored in the document/doctype for which web form is created.