Forms editor is a crucial tool for configuring flexible work with orders and clients.
The Forms editor features include but are not limited to the following:
Creating and configuring Order Types and Inquiry Types
Creating and configuring Order Forms and Inquiry Forms for different order types
Configuring Product Form and Asset Form
Displaying and hiding fields of the Client Form in your orders
Creating custom fields
Making fields required
Setting default field values
Ability to disable editing fields after creating Product or Asset
Binding directories to the form fields
Displaying fields in the tables, printed documents, and notifications
Watch the video tutorial to get started with forms editor: