Customizing the interface
DMF | 2104** CUSTOMER PORTAL CUSTOMIZATION * |
The Employee and CRM modules can be customized in several ways to suit the specific needs of each company, but also of each employee.

In the forms used to create or modify a time entry, a schedule, a leave request or a custom request, the fields can be customized by reorganizing them, by making some fields required, etc.
To customize a form, open the desired one and click on Customize form.
Customizing the fields displayed
1 | From the form's customization interface, click on a dotted frame in the Form section. Each dotted frame represents a field or a section in the relevant form. |
The options available to customize the selected item are displayed in the Edition section.
2 | For each frame: |
- Click on Add field to select a field to be added, then click on Validate.
- Click on Delete to delete the selected item from the form.
- Modify the customization fields then click on Validate.
3 | Click on Save to apply the customization. |
Click on Delete customization to go back to the standard form, without any customization.
Customizing by using JavaScript code
From the form's customization interface, it is possible to use JavaScript code to add additional customization options. Fill in the JavaScript code in the Additional javascript code field then click on Save.
Writing the JavaScript code
Important
The first line of code must be: /*<![CDATA[*/
The last line of code must be: /*]]>*/
The Employee module uses the jQuery library to easily handle fields in a form.
Examples
$('#demandeInterneForm_nomAppel').val('TO BE FILLED IN');
Automatically fills in the TO BE FILLED IN value in the Title of a custom request.
$('#demandeInterneForm_nomAppel').prop('readonly', true);
Turns the Title of a custom request into a read-only field.
Retrieving the ID of a field to customize it
Each field has a unique ID that can be used with the # character. $('#XXXX')
is used to customize the field with the XXXX ID.
To retrieve the ID of a field, right-click on the field and select the option to display the source code. The name of this option depends on the web browser used, for example Inspect for Google Chrome or Safari, or Inspect Element for Mozilla Firefox. The HTML tag of the field is highlighted and the ID is the id
attribute.
Example
If I inspect the source code of the Customer field in a custom request, this is what I see:
<input type="text" class="form-control quickfield-input" id="demandeInterneForm_nomAppelClient" autocomplete="off" name="nomAppelClient" data-original-title="" title="">
In this case, the field ID is demandeInterneForm_nomAppelClient
.

In the opportunity, contact, prospect and customer record sheets, it is possible to customize all the fields displayed and the ones that are required. Additionally, when an opportunity moves from one stage to another, the fields that must be filled in to move to the new stage can be customized.
Note
If a field is set up as required in the Application Desktop, it must be set up manually in the portal to also be required there.
Customizing fields in record sheets
By default, the fields displayed in the opportunity, contact, prospect and customer record sheets are the main fields used to create new items. However, all these fields can be customized: you can display or hide fields according to your needs, but you can also decide if a field is required or can be modified.
This customization can be shared with all users or can be specific to each user, depending on the assigned rights:
- DMF 1916** WEB PORTAL SETUP
- DMF 191601 WEB PORTAL SETUP MY CUSTOM FIELDS
- DMF 191602 WEB PORTAL SETUP GENERAL CUSTOM FIELDS
From a record sheet, click on on the top right of the frame displaying all the fields:
- Select My custom fields to display the fields customized by the user.
- Select General custom fields to display the custom fields shared with all users.
Customizing fields for sales stages
When an opportunity moves to a new stage, it means it is progressing in the sales process. Opportunities that have just been created are added to the first stage. To show opportunities are progressing, they must be moved from stages to stages. The sales person assigned to the opportunity has to fill in pieces of information about the opportunity at each step, but this information can vary. That is why the fields that are required to move to a new stage can be customized.
Example
An opportunity is in the "Product demo" stage. The next stage is the "Negotiation" one. To move the opportunity to the negotiation stage, I must fill in fields regarding the business proposal: the actual proposal, the SIREN and SIRET numbers, and so on.
From the opportunity pipeline, locate the column of the stage you want to set up. This way, when a user moves an opportunity to this stage, the fields set up will have to be filled in.
Setting up the customization
1 | To access the customization interface: |
- From an opportunity, contact, prospect or customer record sheet, click on
then select Setup.
- From the opportunity pipeline, click on
at the top of the column you want to set up.
The customization feature opens and displays two frames: the left frame includes the list of fields that are already displayed in the record sheet, and the right frame includes all the fields available and categorized.
2 | In the Field library, search for the field you want to add, then drag and drop this field in the Drag and drop fields here frame. This frame is located at the top of the list of added fields, as well as at the bottom. |
The field is added to the list of fields displayed in the record sheet.
Note
When a field is added, the list is not checked to make sure the field has not already been added. Therefore, there can be duplicates.
3 | To set up the layout, open the Layout category in the Field library. Add a Title, Subtitle or Separator to set up the layout of the fields list. Make sure you modify the names for the titles and subtitles. |
Note
The layout cannot be set up for stages.
4 | Click on |
- Check Required so the field must be filled in.
- Check Read-only so the field cannot be modified.
5 | To change the field's position, click on |
6 | Click Save. |
The customization is updated.
From the customization feature, click on to delete the field from the list or click on Delete all at the top to delete all custom fields at once.