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. User-defined content can be created, organized, and managed directly within Form Management. Form Management also allows users to control the visibility of system-defined (out-of-the-box) fields, sections, and tabs, and to modify field captions for system fields. These configurations enable users to simplify the user interface and align forms with business requirements.

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).

Users can manage the visibility of system-defined fields, sections, and tabs as follows:

Non-mandatory system fields can be hidden or shown.
Sections and tabs can be hidden only if they do not contain required fields.
Hidden fields and structures cannot be edited until they are made visible again.
Default values for hidden fields are retained and continue to be included in exports.
System-defined fields can be renamed, but the modified labels only affect the forms. Landing pages, dashboards, reports, and Excels continue to use the original labels.

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 > Copy.
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 edit or hide a system-defined tab:
1. Ensure there are no required fields inside the tab.
2. Click context menu > Edit.
3. If required, edit the tab labels.
  Note: Changes will only affect the form. They do not change the tab name for landing pages, dashboards, reports, or Excels.
4. If required, select Hidden Tab.
5. Click Submit.
To delete a user-defined 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 user-defined 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 context menu > Edit.
2. Edit any of the fields.
3. Click Submit.
To duplicate a user-defined section:
1. Click context menu > Copy.
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 edit or hide a system-defined section:
1. Ensure there are no required fields inside the section.
2. If required, edit the section labels.
  Note: Changes will only affect the form. They do not change the section name for landing pages, dashboards, reports, or Excels.
3. If required, select Hidden Section.
4. Click Submit.
To delete a user-defined 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 user-defined 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 > Edit. Note that you cannot change the Data type.
1. For system-defined fields:
  - If required, edit the field labels.
    Note: Changes will only affect the form. They do not change the field name for landing pages, dashboards, reports, or Excels.
  - If required, select Hidden Field for any optional field.
2. For user-defined fields, edit any field other than Name and Data Type.
3. Click Submit.
To duplicate a user-defined field:
1. Click the context menu > Copy.
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 user-defined field, click archive to the left of the field name.
To delete a user-defined field, ensure that it has not been used and no data has been saved. Otherwise, deletion is blocked. Click context menu > Delete.