Topics in this article:
Editing the Transaction Overview
The Transaction Overview is a place to house basic transaction information. It functions similarly to the forms you create in Sisu, but at the same time, it's different than user-created forms. While you can edit the Transaction Overview's default fields, you can't delete it, change its name, or restrict it from view.
The Transaction Overview is created by default so you don't have to create one yourself. It comes with all the most important fields already included. All you have to do is customize it by doing the following:
Go to Admin > Team Settings.
In the menu on the left, click Forms and Fields.
In-line with the Transaction Overview, click Edit.
Add any desired fields. The Transaction Overview saves automatically after each new field you add.
Note: For help adding fields to a form, check out this article in our Knowledge Base.
Adding New Forms
Go to Admin > Team Settings.
In the menu on the left, click Forms and Fields.
Click Add Form.
Fill out the fields as desired and then click the Add button at the bottom.
Editing Forms
Go to Admin > Team Settings.
In the menu on the left, click Forms and Fields.
In-line with a form, click Edit.
If desired, change any of the form details at the top of the screen. Click Update when finished.
If desired, add or remove any desired fields. The form saves automatically after adding or removing fields.
Note: For help adding fields to a form, check out this article in our Knowledge Base.
Setting Your Team's "Default Transactions Page Form"
Currently, the columns displayed on the Transactions page match the fields from the form that is set as the Default Transactions Page Form. Admins can set the Default Transactions Page Form for their entire team.
Note: Each user can set their individual preferred Default Transactions Page Form in their User Profile. Each user's individual default preferences will still override team preferences.
To set your team's Default Transactions Page Form, do the following:
Go to Admin > Team Settings.
In the menu on the left, click Forms and Fields.
On the right side of the screen, click the Default Transaction Page form button in-line with the form that you want to set as the default for your team.
Note: If you just want the Transaction Overview to be your Default Transaction Page Form, click the Unassign Default Transaction Page form link in-line with the Transaction Overview.
Where will other users see my forms?
Other users can see your forms from within each transaction. Remember that users will only see the forms that their role or group permits them to see. To see forms in a transaction, do the following:
Go to Transactions > Transactions, and click on any transaction to open it.
All forms that are visible to the user and relevant to the transaction will appear in the menu on the left under the Transaction Overview.