1. The CRM group is displayed in the Form Elements unit when you edit one of the CRM module objects (fig. 1).
Fig. 1. "Forms" tab. "CRM" group. "List of Contractor's Contacts" element
For example, you can add the List of Contractor's Contacts element. This element provides quick access to all the contacts of the selected contractor (fig. 2).
Fig. 2. Contractor view form in the web application. "List of Contractor's Contacts" element
Fig. 3. "Forms" tab. "Processes" group. "Process Information" and "Process Transition Buttons" elements
From the Processes group you can add the following system elements (fig. 4):
Process Information – will be on the form. This element provides a user with quick access to the process details on the form in Web Application;
Process Transition Buttons – will be displayed as buttons. In Web Application, this element provides the possibility to exit the current task;
Process Context Property Container – by default, it is not added to the form. In Web Application this element displays all the context variables of the current task. To learn more, see the respective Help page.
Fig. 4. Process task view form in the web application. "Process Information" and "Process Transition Buttons" elements
Elements from the Tasks group are on the Time Report tab by default(fig. 5).
Fig. 5. Forms tab. Tasks group
From this group, you can add the following system elements to the form (fig. 6):
Task time reports – will be on the form. In Web Application, this element (Time Report Log) provides quick access to the list of time report items on the current task. To learn more, see the respective Help page;
Task time report table – will be on the form. In Web Application, this element (Time Report) provides quick access to the table with the time report submitted on the current task. To learn more, see the respective Help page.
Fig. 6. Time Report tab of a task form in Web Application
Note, that you cannot configure Razor forms for elements, inherited from properties, e.g. Document Type, Create Document Version and others.
Attention!
To apply changes and display them in Web Application, save the form andpublish the object.