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We can list our Products on the website and also create blogs. Products are directly fetched from the Item Master records of your ERPNext account. Some people would like to limit the access of the website generated by ERPNext to certain people. This is because some of the items may not be available to the public. diff --git a/foundation/www/docs/user/manual/en/website/web-form.md b/foundation/www/docs/user/manual/en/website/web-form.md index 0ac90b06..ed165da5 100755 --- a/foundation/www/docs/user/manual/en/website/web-form.md +++ b/foundation/www/docs/user/manual/en/website/web-form.md @@ -4,14 +4,11 @@ Portal Views are viewed by external users, but the community that interacts with The standardized way these users can add or edit records is called "Web Forms". - You can add Web Forms to your ERPNext website that will allow addition/updation of new records for the external users. -You can add forms in your website for example, Contact Us, Inquiry, Complaint etc. Data from these can fill up records like Lead, Opportunity, Issue etc. The user can also be allowed manage multiple records (like Complaints etc.) +You can add forms in your website for example, Contact Us, Inquiry, Complaint and other forms as per your requirement. Following is the help on adding new Web Form on ERPNext. ---- - -### Creating +### Creating Web Form To create a new **Web Form** go to: @@ -22,20 +19,42 @@ To create a new **Web Form** go to: 1. Select if you require the user to login, edit records, manage multiple records etc. 1. Add the fields you want in the record. -Web Form +Web Form Entry ---- +-- -### Viewing +## Web Form View -Once you create the web form, you can view it on the url and test it out! +### Form with Child Table -Web form +Once you create the web form, you can view it on the url and test it out! You can add child tables to your web forms, just like regular forms + +Web form Grid + +### Pagination + +To help your users fill out long new forms, you can insert page breaks that will appear on new sections. This way the user can focus on only filling one section at a time. + +Web form paging + +### Payment Gateway Integration + +You can now add a Payment Gateway to the web form, so that you can ask users to pay against a web form. A good example for this is a conference ticket :) + +Web form payment + +### Portal User + +We have also introduced roles for Website users. Now the for each standard Role you can optionally disallow "Desk Access" to that user. + +In Portal Settings, you can set a role against each menu item so that only users with that role will be allowed to see that item. + +portal settings --- ### Results -Your data will be stored in the table you have selected +When website user submits the form, the data will be stored in the document/doctype for which web form is creaeted. -{next} +{next} \ No newline at end of file