Form Management

Form Management is a tool that allows users to customize Nakisa Lease Accounting Suite to their needs, allowing for greater flexibility when capturing information. While system-defined tabs and fields remain fixed, user-defined content can be created, organized, and managed directly within Form Management.

Note that to use this tool, the new "Form Management" setting on the General Settings in Financial Organization Structure must be enabled.

Form Management supports five target entity types:

Master Agreement
Contract
Lease Component
Activation Group
Unit

Each entity contains tabs. Tabs contain sections, and sections contain fields. Tabs, sections, and fields may be either system-defined (available by default) or user-defined. Users can record specific information that are not captured in out of the box fields by:

Creating new custom tabs, sections, and fields.
Add custom sections and fields to existing standard tabs.
Controlling the usage and visibility criteria of new fields.

Note that new fields are immediately available in all entities, regardless of whether the entity is active or not. A new tab or section will only appear once a field has been added. (Until then, the tab or section is considered to be archived).

To create or manage tabs:

Click Main Menu > Admin > Form Management.
Select the target entity type (Master Agreement, Contract, Lease Component, Activation Group, or Unit) in the left-panel.
To add a tab to that entity, click New Tab.
1. Enter a unique tab Name.
2. In the Labels by language section, enter captions for each supported language. If a caption is missing, the Name is displayed instead.
3. Click Submit. The new tab appears under the entity in the left-panel.
To reorder user-defined tabs, grab the icon and drag and drop the tab in the desired order. Note that system-defined tabs cannot be reordered.
To duplicate a user-defined tab:
1. Click context menu > Duplicate.
2. Enter a new Name for the tab.
3. The labels are copied, but must be updated as duplicate tab labels are not allowed.
Note: Fields and sections inside the tab are not duplicated.
To delete a tab:
1. Ensure no fields inside the tab contain saved data. If values have been saved by users, deletion is blocked and you must archive the tab instead.
2. Click context menu > Delete.
To archive a tab:
1. Click archive next to all of the fields in the tab.
2. Tabs with no active fields are automatically archived and hidden in Nakisa Lease Accounting Suite. The archive icon appears next to the tab name in the left-panel.

To create and manage sections:

Within a system-defined or custom tab, click New Section.
1. Enter a Name that is unique within the tab.
2. In the Labels by language section, enter captions for each supported language. If a caption is missing, the Name is displayed instead.
3. Click Submit.
To edit the section:
1. Click the drop-down menu next to the section name, and click Edit.
2. Edit any of the fields.
3. Click Submit.
To duplicate the section:
1. Click the drop-down menu next to the section name, and click Duplicate.
2. Enter a new Name for the section.
3. The labels are copied, but must be updated as duplicate section labels are not allowed.
To reorder user-defined sections, grab the icon and drag and drop the section in the desired order. Note that system-defined sections cannot be reordered.
To delete the section:
1. Ensure no fields inside the section contain saved data. If values have been saved by users, deletion is blocked and you must archive the tab instead.
2. Click the drop-down menu next to the section name, and click Delete.
To archive a section:
1. Click archive next to all of the fields in the section.
2. Sections with no active fields are automatically archived and hidden in Nakisa Lease Accounting Suite. The archive icon appears at the end of the section name.

Create and Manage Fields

Within a section, click New Field.
1. Enter a Name that is unique within the tab.
2. In the Labels by language section, enter captions for each supported language. If a caption is missing, the Name is displayed instead.
3. Select what type of field it is in Data type:
  - Boolean: Appears as a checkbox.
  - String: Appears as a textbox where users can enter text. You can also set the Max length up to a maximum of 2000 characters for the field.
  - Number: Appears as a textbox where users can enter a number. You can also set the maximum Decimal places for the number, up to a maximum of 10.
  - Date: Appears as a date field with a calendar picker.
  - Date Time: Appears as a date and time field with a calendar and clock picker.
  - List: Appears as a drop-down list. In Field Settings, click New Option and add the Name and labels for each language for each drop-down list option.
4. To make the field mandatory, select Required field.
5. To allow field edits outside of an event in active entities, select Open field.
6. In the Visibility Criteria, you can determine when the new field will appear.
  - Principal Position: Select Lessee or Lessor if the field is valid for only one principal position.
  - Lease Areas, Business Units, Companies: Select hierarchy objects if the field is only valid for a subset of them.
7. Click Submit.
To edit a field, click context menu > Delete. Note that you cannot change the Data type.
To duplicate a field:
1. Click the context menu > Duplicate.
2. Enter a new Name.
3. The labels are copied, but must be updated as duplicate section labels are not allowed.
4. Make any other required modifications and click Submit.
To reorder user-defined fields, grab the icon and drag and drop the field in the desired order. Note that system-defined fields cannot be reordered.
To archive a field, click archive to the left of the field name.
To delete a field, ensure that it has not been used and no data has been saved. Otherwise, deletion is blocked. Click context menu > Delete.