Document Custom Forms

The Document Custom Forms feature will help you build your own tailored document layouts in Precoro. In this article, you can learn how to create and use the Forms.


What Are Custom Forms

The Document Custom Forms feature will help you build your own tailored document layouts in Precoro. Currently, it is available for the Purchase Requisition documents.

In future updates, the functionality will be available for Purchase Orders, Invoices, and Expenses.

You can also set dependencies between the fields on the document level and make the workflow even more automated.

Please note that this functionality is in the BETA stage. To get it now, contact your Customer Success Manager, who will gladly activate it for you. 

How to Set Up and Use Custom Forms

Users with Configuration Roles can create new forms.

To start using Custom Forms, you should first:

  • Decide on the type of document you wish to adjust.
  • Go to Documents Custom Fields and create new fields for adding to the forms.

Find more information on working with Documents Custom Fields in Precoro here.

To create a new Form:

1. Go to the ConfigurationCustom Form Settings.

2. Press the New Custom Form button and enter the required information:

  • Custom Form Name — this name will be displayed on the document page, so it should be evident to a user what kind of form this is.
  • Custom Form Type — you need to select for which type of document you want to configure a new form.

3. You will see the list of all the Documents Custom Fields available for the chosen type of document. What you can do with those fields is:

  • Make them Required, which means that users need to fill out those fields to be able to submit the form.

Please note that fields marked required in the DCF settings are mandatory throughout the company, and you cannot make them unrequired.

    • Make them Dependent On the other fields. This setting will determine when the specific field will be triggered.

    Please see more information on how to work with dependencies in this article:

    4. Press the Create button in the top right corner after setting up the form.

    Now, when creating new documents and hovering over the Create document buttons, users will be able to select the forms you have created:

    Dependency Types and How to Set Them

    When setting dependencies, the following options are available:

    Please note that you cannot make the mandatory throughout the company fields dependent on any triggers as they are required in the Configurations and can be involved in the document’s approval workflow.

      • Selected Option — Field A will be triggered when the needed set option is selected in field B. For example, you can display and ask for information in the field Service Purpose if the Request Type is Service.

      Let’s see how it works in the document:

      • Completed Field — field A will be triggered when Field B is filled out (without focus on a specific option, unlike the Selected Option type).

      Let’s see how it works in the document:

      • New Supplier Added — the chosen field will be triggered if a new supplier is requested. For example, if the user requests a new supplier in a document, the field New contract or existing one? — will be triggered.

      Let’s see how it works in the document:

      Please make sure to check the View ability for the field to be able to select it in the Dependent section. If not, you will not be able to see and select that field from the list.

      How to Apply And/Or Choice Filters

      You can add multiple dependent fields by using the And/Or choice filters:

      • And — if you need the chosen conditions fulfilled IN ALL the selected fields.
      • Or — if you need the chosen conditions fulfilled In AT LEAST ONE of the selected fields.

      For example, you want both fields to be filled out for the user to see the third one. In that case, use the And choice filter. If you want either field to be filled out (at least one from the selected), use the Or choice filter.

      What Actions Can Be Done With Custom Forms

      To make your work with Custom Forms more convenient and simple, you can do the following actions with them:

      • Preview — to see the relevant information, you can open it in the preview without opening the form itself.
      • Copy — to eliminate manual work, you can make a copy of the existing form and edit it as you need.
      • Edit — adjust the settings and make changes to the created form.
      • Delete — you can delete only those forms that have not been used for creating documents.

      If there are documents already created from your Custom Form, you cannot delete the form. Alternatively, you can Deactivate it.

        • Active toggle — the blue-colored toggle means that the form is active. To deactivate it, press the toggle for it to turn grey.