NetLease Set Form Design Preferences
Overview:
You may want to edit or customize a form for your environment, especially if you have additional requirements for journal entries and/or field usage. For example, if Department, Class, and/or Location are required fields, you can edit the template to make those fields mandatory on the lease record.
This will most likely be applicable to the Net Lease record, but these steps can be followed on any custom asset records included in NetLease as well.
Step-by-Step Process:
- Navigate to the NetLease Lease Record by accessing Customization > Lists, Records, & Fields > Record Types
- Select the NetLease Lease Record hyperlink
- On the Forms subtab, select “Edit” to the left of the "Netgain Default Lease Form" and Save As to make your own preferred template. On most records, Netgain has created the preferred form, which is often a good start to creating your own form. Be aware that using the Netgain form is not recommended if you plan on doing any customization as changes will get erased upon bundle update.