Custom forms are used for storing data in Pereview that changes over time and does not necessarily fit within a pre-existing page. Custom Forms allow users to create entirely new sections within an existing page of Pereview. These new sections will be created under the various Details tabs of the relevant system objects (Asset, Development, Transaction, Loan, Ownership, Portfolio).
Here’s how to create a custom form
Step 1: Go to the top navigation bar and click on Site > Admin > Custom Forms
Step 2: Select the type of custom form you want to create
Go to the first dropdown menu and choose from the type of custom form controls. For example, when you select “Asset” as the custom form type, the new page will be created as a new section under the Asset Details page, appearing in the left-hand navigation pane.
Once you have selected the custom form type, click Add Custom Form button on the right. Note: If you are creating a new custom form, leave the “Form” drop down menu blank. If you want to view or edit an existing custom form, you can select from the Form drop down menu to see previously created custom forms.
Step 3: Name the form and save
Once you click New Custom Form, you will be prompted to give the custom form a name and configure what property types the form should display on. For example, perhaps you want to create a new section on Asset pages, but you only want to display the new section on Multifamily Assets. Multiple asset types can be selected, or you can leave it blank to have it display for all asset types. Click Save once complete, which will create a new blank custom form.
Step 4: Add form fields
A new grid will appear at the base of the page, and you can begin adding the custom fields that you would like to appear on your new custom form using the Add Field button in the top right corner of the grid.
Step 5: Configure the fields
Click the pencil icon to set up a custom field within the form. Check “Show in Grid” if you want the field to be visible. If you want to make a field required, check “Required.” Then click Save.
Your new custom form and the associated fields will now be displayed on the relevant system object (Asset, Transaction, Loans, etc.).
Note: If you are attempting to delete a custom field within a custom form but do not see the option to do so, it most likely means there is data stored in that custom field. The data would either need to be deleted first, or the custom form itself be deleted.