Adding Related Forms to Production Plans
What are Related Forms?
This feature allows you to add a complete form containing additional data specific to the production plan. You can add it under different conditions in the system, as well as customize the design of the form and print it for each production plan individually.
Steps to Add a Related Form
- Click on “Manufacturing” from the main menu.
- Click on “Settings“
- Click on “New Custom Form“.
- The screen will display the following form data:
- Custom Form Information:
- Name: Assign a name to the related form.
- Key: Add a keyword “identifier” for the form (number or name).
- Status: Set the form status (Active/Inactive).
- Description: Add a description for the related form.
- Permission:
- Add Record: Select who is responsible for adding a new record from the form (employee, department, role, or specific branch).
- Update Record: Select who is responsible for editing the records of the added forms (employee, department, role, or specific branch).
- View Record: Select who is responsible for viewing the records of the added forms (employee, department, role, or specific branch).
- Delete Record: Select who is responsible for deleting the records of the added forms (employee, department, role, or specific branch).
- Custom Form Information:
- Click on the “Save” button.
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