Adding a Related Form

What are Related Forms?

Enerpize allows you through this screen to add a complete form containing additional client-specific data that you can add in different cases within the software. You can also add a custom design for the added form and print it individually for each client.

Steps to Add a Related Form

1. Click on “Clients” from the main menu.
2. Click on “Client Settings”.
3. Click on the card “Related Forms”.
4. Click on “New Custom Form”.
5. The screen displays the following form details:
   1. Local Entity Information
      • Name: Assign a name to the related form.
      • Key: Add the form’s unique ID (either a number or an English name).
      • Status: Choose the form status (Active/Inactive).
      • Description: Add a description for the related form.
   2. Permissions
      • Add Record: Specify who is responsible for adding a new record from the form, whether an employee/department/role/specific branch.
      • Update Record: Specify who is responsible for editing the form records that have been added, whether an employee/department/role/specific branch.
      • View Record: Specify who is responsible for viewing the form records that have been added, whether an employee/department/role/specific branch.
      • Delete Record: Specify who is responsible for deleting the form records that have been added, whether an employee/department/role/specific branch..
6. Click on the “Save” button.