{"id":27062,"date":"2025-02-11T12:20:19","date_gmt":"2025-02-11T12:20:19","guid":{"rendered":"https:\/\/docs.daftra.com\/?post_type=user_manual&p=27062"},"modified":"2025-03-13T12:45:20","modified_gmt":"2025-03-13T12:45:20","slug":"manufacturing-orders-related-forms","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/manufacturing-orders-related-forms\/","title":{"rendered":"Manufacturing Orders Related Forms"},"content":{"rendered":"

[vc_row][vc_column][vc_column_text css=”.vc_custom_1736689116053{margin-left: 200px !important;}”]<\/p>\n

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Custom\/related forms for manufacturing orders allow adding a set of data on a separate page as part of the manufacturing order file. For example, you can add a form that contains information about competitors manufacturing the same final product you are producing in the manufacturing order. This form can be added to a specific manufacturing order you wish to include it for, without the need to add it to all manufacturing orders. Here are the details for adding and using \u201cRelated forms\u201d<\/b> in this guide.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n

[\/vc_column_text][vc_custom_heading text=”Adding a New Related Form” font_container=”tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1736686036181{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}”][vc_column_text css=”.vc_custom_1741866482495{margin-left: 200px !important;}”]<\/p>\n

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The related form consists of a part that includes basic information such as the name of the form and who has access and permissions, and the second part relates to the form design, where fields are added and their properties are controlled. To add a new related:<\/p>\n

Click on\u00a0\u201cSettings\u201d<\/b>\u00a0from the\u00a0\u201cmanufacturing\u201d<\/b>\u00a0dropdown in the main menu and click on the\u00a0\u201cManufacturing Order Related Forms\u201d<\/b>\u00a0card.<\/p>\n

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Click on the\u00a0\u201cNew Custom Form\u201d<\/b>\u00a0button.<\/p>\n

\"\"<\/b><\/p>\n

Enter the custom form information:<\/b><\/p>\n

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  • Name:<\/b>\u00a0Enter a name for the custom form, preferably descriptive of its purpose.<\/li>\n
  • Key: similar<\/b>\u00a0to a code that identifies the template, which can be a number or an English letter.<\/li>\n
  • Status:<\/b>\u00a0Choose \u2018Active\u2019 to enable the use of the template or \u2018Inactive\u2019 to disable it.<\/li>\n
  • Description:<\/b>\u00a0If there are any details worth including about the custom form and its purpose.<\/li>\n<\/ul>\n

    \"\"<\/b><\/p>\n

    Control the permissions of the custom form:<\/b><\/p>\n

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    • Add Record:<\/b>\u00a0Choose who can add this custom record. Is it available to a specific branch, department, designation, or just one employee?<\/li>\n
    • Update Record:<\/b>\u00a0Choose who can edit this custom record.<\/li>\n
    • View Record:<\/b>\u00a0Choose who can view this custom record.<\/li>\n
    • Delete Record:<\/b>\u00a0Choose who can delete this custom record.<\/li>\n<\/ul>\n

      Then click the\u00a0\u201cSave\u201d<\/b>\u00a0button.<\/p>\n

      \"\"<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n

      [\/vc_column_text][vc_custom_heading text=”Designing the Related Form” font_container=”tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1736686072845{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}”][vc_column_text css=”.vc_custom_1741866603390{margin-left: 200px !important;}”]<\/p>\n

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      After adding information and permissions for the custom form, you are taken to the form design page. Here in the menu, you will find fields of various types that allow for the inclusion of different types of data in the form. You can add:<\/p>\n

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      • Single or multiple-line text statements.<\/li>\n
      • A dropdown list containing choices.<\/li>\n
      • Email.<\/li>\n
      • Date.<\/li>\n
      • URL.<\/li>\n
      • Map.<\/li>\n<\/ul>\n

        And many other types of data.<\/p>\n

        Simply drag and drop the desired field type into the center, write the field title, modify its settings, control its properties, and then click the “Save”<\/strong> button.
        \n\"\"<\/p>\n<\/div>\n<\/div>\n

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        The field key (Key) must be unique to this field and different from the keys of any other field in the same form, and the field is to be made up of numbers or English letters, and separated by an underscore (_).<\/p><\/blockquote>\n<\/div>\n<\/div>\n<\/div>\n

        [\/vc_column_text][vc_custom_heading text=”Adding a Manufacturing Order-Related Form” font_container=”tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1736689408197{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}”][vc_column_text css=”.vc_custom_1741869754224{margin-left: 200px !important;}”]<\/p>\n

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        Click on\u00a0\u201cManufacturing Orders\u201d<\/b>\u00a0from the\u00a0\u201cManufacturing\u201d<\/b> dropdown in the main menu and select the manufacturing order that you want to add the custom form to.<\/p>\n

        Click on the\u00a0\u201cAdd\u201d<\/b> button and select the custom form you wish to add to the manufacturing order from the dropdown menu.<\/p>\n

        \"\"<\/p>\n

        Enter the required information in the form fields and then click the\u00a0\u201cSave\u201d<\/b>\u00a0button.<\/p>\n

        \"\"<\/p>\n

        After adding the custom template for the manufacturing order, a tab named “Manufacturing Order Related Form”<\/strong> appears in the manufacturing order file alongside the \u201cActivity Log,” “Details,” \u201cTotal Cost Report,”<\/strong> and other tabs.<\/p>\n

        To take action on this manufacturing order\u2019s related form, click on the three dots next to it \u201c\u2026\u201d and choose from the dropdown menu:<\/p>\n

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        • View.<\/li>\n
        • Edit.<\/li>\n
        • Delete.<\/li>\n<\/ul>\n

          \"\"<\/p>\n

          Details of the manufacturing order\u2019s custom form information appear as follows.<\/p>\n

          \"\"<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n

          [\/vc_column_text][vc_custom_heading text=”Actions on the Related Forms” font_container=”tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1736686154134{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text css=”.vc_custom_1741869909992{margin-left: 200px !important;}”]<\/p>\n

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          To review all the related forms for manufacturing orders in your system,<\/p>\n

          Click on \u201cSettings\u201d<\/b> from the \u201cManufacturing\u201d<\/strong> dropdown\u00a0in the main menu and click on the\u00a0\u201cManufacturing Orders Related Forms\u201d<\/b>\u00a0card.<\/p>\n

          Then click on the three dots next to the form name “…\u201d and choose:<\/p>\n

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          • Manage Records:<\/b> Click this to review all the manufacturing order forms you have added for your manufacturing orders from this related form.<\/li>\n
          • Form Builder:<\/b> Click this if you want to modify the design of the related form.<\/li>\n
          • Edit:<\/b> To edit the basic information of the related form, such as its name and permissions.<\/li>\n
          • Delete:<\/b> To delete the related form.<\/li>\n<\/ul>\n

            \"\"<\/p>\n

            After clicking on\u00a0\u201cManage Records\u201d<\/b> or on the form itself, all the manufacturing order forms associated with this related form will appear, allowing you to review their data or perform some actions.<\/p>\n

            Note:<\/strong> If this related form has not been added to any manufacturing order yet, you will see the message, \u201cNo (name of related form) added yet.\u201d<\/b><\/p>\n<\/div>\n<\/div>\n

            \"\"<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n

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