Flexi-fields and Forms for Unit4 ERP

Duration: 1 Day

Flexi-fields in Unit4 ERP can be created and used in Web, however menu access in Web only gives permissions. We will use customer master file as an example. Flexi-fields are core to this flexibility, and as a functional concept, provide a set of tools which allows the user organisation to capture and record more data – expanding their reporting capabilities and enhancing existing Unit4 ERP functionality (such as Data Control, Workflow, etc.).  Forms makes it possible to convert paper-based forms into electronic forms. This is done by creating a user-defined attribute and attaching flexi-fields to them. Forms can be integrated with workflow and require approval before they are ‘live’. 

Administrators can create forms and make them available to specific users / roles. When users populate forms and submit them, they can be grabbed by workflow and routed accordingly. As administrators, you can keep track of all forms as well as submitted forms. 

All courses are delivered virtually. On site training is available on request.

Please read our Cancellation policy and Booking terms and conditions before checkout.

Features

• • Chapter 1
    Flexi-fields in Web
  • Chapter 2
    Flexi-fields in Desktop
  • Chapter 3
    Forms
  • Chapter 4
    Form Enquiries and Reports