web form page changes

This commit is contained in:
Umair Sayed
2018-08-29 19:49:50 +05:30
parent 3fbb3f872d
commit 7f77f1bb26
17 changed files with 31 additions and 14 deletions

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# Disable Signup on ERPNext Website # Disable Signup on ERPNext Website
ERPNext has portal feature available which allows thirs parties like Customers and Supplier sign, place new order and track updates on the previous orders. ERPNext has portal feature available which allows thirs parties like Customers and Supplier sign, place new order and track updates on the previous orders.

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@@ -1,4 +1,3 @@
<!-- add-breadcrumbs -->
#Website Security #Website Security
One can easily generate a website using ERPNext. 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. One can easily generate a website using ERPNext. 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.

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@@ -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". 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 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 Web Form
### Creating
To create a new **Web Form** go to: 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. Select if you require the user to login, edit records, manage multiple records etc.
1. Add the fields you want in the record. 1. Add the fields you want in the record.
<img class="screenshot" alt="Web Form" src="{{docs_base_url}}/assets/img/website/web-form.png"> <img class="screenshot" alt="Web Form Entry" src="{{docs_base_url}}/assets/img/website/webform-1.png">
--- --
### 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
<img class="screenshot" alt="Web form" src="{{docs_base_url}}/assets/img/website/web-form-view.png"> 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
<img class="screenshot" alt="Web form Grid" src="{{docs_base_url}}/assets/img/website/grid-in-webform.png">
### 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.
<img class="screenshot" alt="Web form paging" src="{{docs_base_url}}/assets/img/website/paging-in-webform.png">
### 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 :)
<img class="screenshot" alt="Web form payment" src="{{docs_base_url}}/assets/img/website/payment-in-webform.png">
### 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.
<img class="screenshot" alt="portal settings" src="{{docs_base_url}}/assets/img/website/portal-settings.png">
--- ---
### Results ### 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}