External stakeholders who are not part of your organization can interact with your StrideERP system. You have the ability to grant access to customers, suppliers, job applicants, students, and guardians, allowing them to view specific information or create transactions as needed. For instance, you can enable individuals to create an account on your StrideERP website and apply for job positions. Similarly, customers can access and review the details of their registered complaints. All of this can be facilitated through the use of Web Forms.

StrideERP offers two built-in interfaces: Desk View and Web View. The Desk View is designed for regular users, such as employees within your organization, who frequently interact with the StrideERP instance.

The Web View interface in StrideERP is intended for occasional users who need to interact with the ERP instance. Web forms, which resemble the forms found on other websites, are accessible through the Web View and allow users to input information.

1. Pre-requisite

No Pre-requisite required

2. How to create a new Web Form

To create a new Web Form, go to:

Admin > Website > Web Forms

Here is an explanation of each of the checkboxes on the right.

• Published: The Web Form will only be accessible if this option is enabled.
• Login Required: Users must be logged in to fill out the Web Form. When Login Required is checked.
• Route to Success Link: After submitting the form, users will be directed to the Success Link.
• Allow Edit: If unchecked, the form becomes read-only once it is saved.
• Allow Multiple: Users can create more than one record.
• Allow Delete:Users can delete the records they have created.
• Allow Comments:Users can add comments to the created form.
• Allow Print:Users can print the document using the selected Print Format.
• Allow Incomplete Forms:Users can submit the form with incomplete data.

3. Features

3.1 Sidebar

To display contextual links on your Web Form, you can configure the sidebar by adjusting the settings in the Sidebar Settings section

3.2 Creating Web Forms with Child Table

You have the ability to include child tables in your web forms, similar to how you would do it in regular forms.

3.3 ayment Gateway Integration

You have the option to integrate a Payment Gateway into your web form, allowing users to make payments for specific purposes. An example of this would be purchasing conference tickets.

3.4 Portal User

you can assign a role to a user but prevent them from accessing the 'Desk View' by unchecking the 'Desk Access' option in the role settings.

3.5 Custom Script

You have the ability to write custom scripts for your web form to perform various actions such as validating inputs, auto-filling values, displaying success messages, or any other desired action.

3.6 Custom CSS

You have the option to create custom scripts for your web form to perform tasks such as validating inputs, automatically populating values, displaying success messages, or executing any desired action.

3.7 Actions

You have the ability to enter a message in the 'Success Message' field, which will be displayed to the user after they successfully submit the web form. Additionally, when the user clicks the 'Continue' button, they will be redirected to the URL specified in the 'Success URL' field. This feature is applicable only to web forms that are accessible without requiring the user to log in, meaning the 'Login Required' checkbox is unchecked.

3.8 Result

When a user submits the form on the website, the data entered will be saved in the respective document or doctype associated with the web form.