About Forms

ACE provides hundreds of built‐in fields to capture data. However, you may need specialized fields beyond the default options. Custom forms let you record additional data points for clients, debts (accounts), and debt transactions in a structured way.

Caution

Only work on Form updates outside of active production. Adding/Modifying a form can harm your system's stability when users are actively working in ACE or when jobs, loaders and reports are running.

Types of Forms

1. Client Forms

   1. Location: Display on the client’s profile page.

   2. Usage: Store information specific to a client (e.g., organization details, special instructions).

2. Debt Forms

   1. Location: Display on individual account pages.

   2. Usage: Store information related to a particular debt (e.g., payment preferences, property references).

   3. Locations of Debt Forms:

      1. Standalone

         1. Appears in the left‐hand sidebar, listed alphabetically after ACE’s standard options.

         2. Can be single‐instance (default) or multi‐instance (see below).

      2. Include

         1. Appears as a section within the account view.

         2. You can reorder it under Setup > User Interface > Account View.

         3. Single‐instance only (multi‐instance is not available for Include).

   4. Multi‐Instance (Standalone Only)

      1. Available only when Allow Multiple Instances = True in the form configuration.

      2. Lets you store multiple entries for the same form on one account.

      3. Requires exactly one Primary Key field to uniquely identify each entry.

3. Debt Transaction (Debt Trans) Forms

   1. Location: Display on individual transactions.

   2. Usage: Store details such as transaction statuses, special handling notes, or receipts.

How to Create a Form

1. Navigate to Setup → Forms, New

2. Enter Basic Form Details

   1. Label: e.g., “Property References”

   2. Identifier: Defaults to uppercase/underscores (match the label if possible)

   3. Form Config Type: DEBT, CLIENT, or DEBT_TRANS

   4. Icon: (Standalone only)

   5. Location: (For Debt forms) STANDALONE or INCLUDE

   6. Allow Multiple Instances: True or False (True only works if Location = Standalone)

   7. Roles: Set view, insert, update, and delete permissions

   8. Description: Summarize the form’s purpose

3. Click Apply to save these basic settings.

4. Add Form Fields

   1. In Form Fields, click New.

   2. Enter a Label, copy it into Identifier.

   3. Field Type: Choose from String, Boolean, Date, etc.

   4. Set any additional properties (e.g., Required, Hidden, Searchable).

   5. For multi‐instance, mark exactly one field as Primary Key.

   6. Click Save.

5. Add More Fields as needed, then Reorder Fields (if desired) by clicking and dragging.

6. Finalize

   1. Click Save to confirm your form setup.

Form Page Fields

The Form page consists of fields for data entry. Fields with an * are required.

View the table below for field descriptions.

The form field section consists of additional fields for data entry. Fields with an * are required.

View the table below for field descriptions.

Custom Validation Section

Custom Form Validation (JavaScript) can be used to verify data exists or meets expectations. It can also be used to display an error if valid data doesn't exist when saving a completed form.

Editing Limitations During Concurrent Sessions or Active Jobs

The system enforces limitations on editing forms while another user is logged in or when any job is running. Users are permitted to make modifications to certain form attributes and fields, with specific restrictions.

Modifications Allowed While Another User is Logged In or a Job is Running

Forms:

• Label

• Description

• Icon

• Location

• Number of Columns

• Any/All Roles

• Account View Visibility Logic

• Custom Validation

Form Fields:

• Misc1

• Misc2

• Label

• UI Label

• UI Label Style

• UI On Change

• Tooltip

• Field Visibility Role

• Primary Key

• Required

• Hidden Display on Summary

• Colspan

Modifications Not Allowed

Forms:

• Creation, cloning, or deletion of forms

• Adding or deleting form fields

• Modifying the "Allow Multiple Instances Per Type" setting after creation

Form Fields:

• Editing field identifiers

• Altering the Searchable Boolean setting

• Editing field types

These limitations ensure system integrity and prevent conflicts when multiple users are engaged in form modifications or background processes are running. For any questions regarding these changes, please contact support.

Review the following articles on how to create Forms.

Form Include Type

Standalone Form

Multi Instance Form