Form Personalization is a feature of OneDealer where the user can personalise the view of the form such as field order and show/hide any non required, by the system, fields.
In addition, if the user has the business case 12098 (form designer business case), the system provides the following validation features:
- Required
- Validation rules with regular expression (only for text fields ,provided also with autocomplete, by the system, suggestions)
- Masking (only for text fields , e.g. License Plate, Phone number)
- Max length validation (only for text fields)
With this business case, the user can save the changes as a default form for all the other users (the user can overwrite the forms served by the system).
Screenshots
Step-by-step guide
- Go to a page (Pages with form personalisation as example are Business Partner, Vehicle, Contact Person)
- At the bottom of the page / tab, exists a link with text "Form Personalization", select it to open the form personalization dialog (pop up form).
- Inside the pop up form are displayed the form fields categorised in section as in the page.
- The checkbox left to the name of the control is whether we want the control to be displayed or hidden in the page
- On the right there are the ordering arrow button. By selecting them the control is moving one place after or before.
- Next to the arrow control and if the user has the business case 12098 , there is the validation settings button, which by clinking on it, it displays down from the control name, the validation settings form, where the user can edit the following:
- Required field
- Validation rules with regular expression (only for text fields, provided also with autocomplete, by the system, suggestions)
- Masking (only for text fields , e.g. License Plate, Phone number)
- Max length validation (only for text fields)
- Select Save to save the changes or Cancel to discard them.
- If user has the business case 12098 , there is a button with text "Save as default", which saves the changes for all users as a default form design.
Validation rules with regular expression - Autocomplete suggestions
The autocomplete suggestions for the validation rules with regular expressions are in the following JSON file:
\Files\Json\RegExJs.json
It is a JSON file that contains a set of predefined validation rules with regular expression as you can see below:
Developers can edit the file and change/add any new regular expressions
Update ( QA-331 - Getting issue details... STATUS ) :
The following logic has been implemented:
When an admin user configures the personalization form the only setting remains active (in user's configuration) is the order.
Also if a field, in admin configuration, is not required and not visible, then the visible setting in user's configuration is set.
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