Topics in this article:

Setting Up the Transaction Form

The base (and most important) form in the system is the Transaction Form. Any edits that you make to this form will be reflected in your Transactions screen. The fields shown in the Transaction Form (and the order in which they appear) reflect the columns shown in the Transactions screen (and the order in which they appear).

The Transaction Form 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:

  1. Go to Admin > Team Settings.

  2. In the menu on the left, click Forms and Fields.

  3. In-line with the Transaction Form, click Edit.

  4. Add any desired fields. The Transaction Form 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

  1. Go to Admin > Team Settings.

  2. In the menu on the left, click Forms and Fields.

  3. Click Add Form.

  4. Fill out the fields as desired and then click the Add button at the bottom.

Editing Forms

  1. Go to Admin > Team Settings.

  2. In the menu on the left, click Forms and Fields.

  3. In-line with a form, click Edit.

  4. If desired, change any of the form details at the top of the screen. Click Update when finished.

  5. 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.

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:

  1. Go to Transactions > Transactions, and click on any transaction to open it.

  2. All forms that are visible to the user and relevant to the transaction will appear in the menu on the left under the Transaction Form.

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