@happyvertical/smrt-planner 0.57.5 → 0.57.7

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (574) hide show
  1. package/agents/assistant.md +29 -2
  2. package/agents/shell.md +13 -0
  3. package/app/404.html +27 -30
  4. package/app/_app/immutable/assets/0.BaRFeYGU.css +1 -0
  5. package/app/_app/immutable/assets/AppShell.BkKNrxND.css +1 -0
  6. package/app/_app/immutable/assets/{ModelPage.FEM0ZnPM.css → ModelPage.SIoeO-AU.css} +1 -1
  7. package/app/_app/immutable/assets/app.BHwMQ9Zv.css +1 -0
  8. package/app/_app/immutable/assets/{forms.DXOeP4wZ.css → forms.BRdbPdvs.css} +1 -1
  9. package/app/_app/immutable/assets/icons.BDx21rPt.css +1 -0
  10. package/app/_app/immutable/assets/labels.Dxa6EyRI.css +1 -0
  11. package/app/_app/immutable/assets/planner.DOQVfcOi.css +1 -0
  12. package/app/_app/immutable/assets/state.C0UZEhxS.css +1 -0
  13. package/app/_app/immutable/chunks/{C1VofLtR.js → B2uXaQfZ.js} +1 -1
  14. package/app/_app/immutable/chunks/{DuZeZzOA.js → BQLQsso4.js} +1 -1
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  36. package/app/_app/immutable/chunks/{gCpxN2IC.js → DmdvNG82.js} +2 -2
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  46. package/app/_app/immutable/entry/app.C5bxPKCP.js +2 -0
  47. package/app/_app/immutable/entry/start.CZvO61qD.js +1 -0
  48. package/app/_app/immutable/nodes/0.DFJFBCCB.js +7 -0
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  57. package/app/_app/immutable/nodes/{4.CCwzLrgu.js → 4.WMU9NDex.js} +1 -1
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  63. package/app/_app/version.json +1 -1
  64. package/app/advanced-styles/index.html +34 -35
  65. package/app/ai/index.html +39 -40
  66. package/app/blueprint/index.html +29 -32
  67. package/app/cookbook/index.html +29 -32
  68. package/app/index.html +39 -42
  69. package/app/m/ads/AdDeliveryTier/index.html +36 -37
  70. package/app/m/ads/AdEvent/index.html +36 -37
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  79. package/app/m/approvals/ApprovalPolicy/index.html +36 -37
  80. package/app/m/approvals/ApprovalRequest/index.html +36 -37
  81. package/app/m/assets/Asset/attachments/index.html +38 -39
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  87. package/app/m/assets/Folder/index.html +36 -37
  88. package/app/m/chat/AgentSession/index.html +36 -37
  89. package/app/m/chat/ChatMessage/index.html +36 -37
  90. package/app/m/chat/ChatParticipant/index.html +36 -37
  91. package/app/m/chat/ChatReaction/index.html +36 -37
  92. package/app/m/chat/ChatRoom/index.html +36 -37
  93. package/app/m/chat/ChatThread/index.html +36 -37
  94. package/app/m/chat/VoiceGatewayTurn/index.html +36 -37
  95. package/app/m/chat/VoiceSession/index.html +36 -37
  96. package/app/m/commerce/Agreement/index.html +36 -37
  97. package/app/m/commerce/Cart/index.html +36 -37
  98. package/app/m/commerce/Contract/index.html +36 -37
  99. package/app/m/commerce/ContractLineItem/index.html +36 -37
  100. package/app/m/commerce/Customer/index.html +36 -37
  101. package/app/m/commerce/DocumentTax/index.html +36 -37
  102. package/app/m/commerce/Estimate/index.html +36 -37
  103. package/app/m/commerce/Fulfillment/index.html +36 -37
  104. package/app/m/commerce/FulfillmentLineItem/index.html +36 -37
  105. package/app/m/commerce/HistoricalCustomerFunds/index.html +36 -37
  106. package/app/m/commerce/HistoricalCustomerFundsAllocation/index.html +36 -37
  107. package/app/m/commerce/HistoricalSalesLine/index.html +36 -37
  108. package/app/m/commerce/Invoice/index.html +36 -37
  109. package/app/m/commerce/InvoiceLineItem/index.html +36 -37
  110. package/app/m/commerce/Lease/index.html +36 -37
  111. package/app/m/commerce/LicenseSale/index.html +36 -37
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  117. package/app/m/commerce/Payout/index.html +36 -37
  118. package/app/m/commerce/ProductionOrder/index.html +36 -37
  119. package/app/m/commerce/PurchaseContract/index.html +36 -37
  120. package/app/m/commerce/PurchaseOrder/index.html +36 -37
  121. package/app/m/commerce/SalesContract/index.html +36 -37
  122. package/app/m/commerce/SupplierQuote/index.html +36 -37
  123. package/app/m/commerce/TaxCode/index.html +36 -37
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  126. package/app/m/commerce/TaxSummaryReport/index.html +36 -37
  127. package/app/m/commerce/Vendor/index.html +36 -37
  128. package/app/m/commerce/WholesaleOrder/index.html +36 -37
  129. package/app/m/content/Content/index.html +36 -37
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  137. package/app/m/content/ContentGovernanceAssignment/index.html +36 -37
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  159. package/app/m/inventory/StockLevel/index.html +36 -37
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spends, with receipts, and review it.</p> <p class="meta svelte-1e5i8ao"><code>expenses.tracking</code> · from
64
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3.6-1.62 3.6-3.6 3.6z"></path></svg><!----></a></div><!----></div> <h1 class="svelte-1r2e3yg">Expenses options</h1></header> <!--[--><section class="recipe svelte-1e5i8ao" aria-label="Expenses"><header class="svelte-1e5i8ao"><!--[-1--><!--]--> <p class="svelte-1e5i8ao">Record what the business spends, with receipts, and review it.</p> <p class="meta svelte-1e5i8ao"><code>expenses.tracking</code> · from
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svelte-1nuwlgo"><p class="meta svelte-1nuwlgo"><a href="../../../">Planner</a> / <a href="../../../recipes/fields.form-customization/">Form customization</a> / Help</p> <div class="icons svelte-1fbsd8p"><a href="../../../recipes/fields.form-customization/help/" title="Form customization help" aria-label="Form customization help" aria-current="page" class="svelte-1fbsd8p"><svg xmlns="http://www.w3.org/2000/svg" width="22px" height="22px" viewBox="0 0 24 24" fill="currentColor" aria-hidden="true" data-smrt-component="Icon" class="svelte-em2a54"><path d="M11 18h2v-2h-2v2zm1-16C6.48 2 2 6.48 2 12s4.48 10 10 10 10-4.48 10-10S17.52 2 12 2zm0 18c-4.41 0-8-3.59-8-8s3.59-8 8-8 8 3.59 8 8-3.59 8-8 8zm0-14c-2.21 0-4 1.79-4 4h2c0-1.1.9-2 2-2s2 .9 2 2c0 2-3 1.75-3 5h2c0-2.25 3-2.5 3-5 0-2.21-1.79-4-4-4z"></path></svg><!----></a> <a href="../../../recipes/fields.form-customization/" title="Form customization options" aria-label="Form customization options" class="svelte-1fbsd8p"><svg xmlns="http://www.w3.org/2000/svg" width="22px" height="22px" viewBox="0 0 24 24" fill="currentColor" aria-hidden="true" data-smrt-component="Icon" class="svelte-em2a54"><path d="M19.14 12.94c.04-.3.06-.61.06-.94 0-.32-.02-.64-.07-.94l2.03-1.58a.49.49 0 0 0 .12-.61l-1.92-3.32a.488.488 0 0 0-.59-.22l-2.39.96c-.5-.38-1.03-.7-1.62-.94l-.36-2.54a.484.484 0 0 0-.48-.41h-3.84c-.24 0-.43.17-.47.41l-.36 2.54c-.59.24-1.13.57-1.62.94l-2.39-.96c-.22-.08-.47 0-.59.22L2.74 8.87c-.12.21-.08.47.12.61l2.03 1.58c-.05.3-.09.63-.09.94s.02.64.07.94l-2.03 1.58a.49.49 0 0 0-.12.61l1.92 3.32c.12.22.37.29.59.22l2.39-.96c.5.38 1.03.7 1.62.94l.36 2.54c.05.24.24.41.48.41h3.84c.24 0 .44-.17.47-.41l.36-2.54c.59-.24 1.13-.56 1.62-.94l2.39.96c.22.08.47 0 .59-.22l1.92-3.32c.12-.22.07-.47-.12-.61l-2.01-1.58zM12 15.6c-1.98 0-3.6-1.62-3.6-3.6s1.62-3.6 3.6-3.6 3.6 1.62 3.6 3.6-1.62 3.6-3.6 3.6z"></path></svg><!----></a></div><!----></div> <h1 class="svelte-1nuwlgo">Form customization help</h1></header> <!--[--><section aria-label="Form customization" class="svelte-1o06wj"><!--[-1--><!--]--> <!--[0--><article class="help svelte-cw30hy"><!--[--><!--[0--><!----><h2 class="svelte-cw30hy"><!--[--><!--[3-->Overview<!--]--><!--]--><!----></h2><!----><!--]--><!--[1--><p class="svelte-cw30hy"><!--[--><!--[3-->Form customization lets you decide what the forms in your app ask for. For any field you can change the name people see, the hint beside it, the value a new record starts with, where it sits on the form, and whether it is always shown, tucked under "advanced", or hidden. You can also lock a field so that people cannot change it for themselves.<!--]--><!--]--><!----></p><!--]--><!--[1--><p class="svelte-cw30hy"><!--[--><!--[3-->Changes layer. The app starts with sensible settings, your organization can change them for everyone in it, and each person can then adjust their own view unless you locked the field. Resetting a field removes your change and brings back whatever sits underneath.<!--]--><!--]--><!----></p><!--]--><!--[0--><!----><h2 class="svelte-cw30hy"><!--[--><!--[3-->Tasks<!--]--><!--]--><!----></h2><!----><!--]--><!--[0--><!----><h3 class="svelte-cw30hy"><!--[--><!--[3-->Change what a field is called<!--]--><!--]--><!----></h3><!----><!--]--><!--[2--><ol class="svelte-cw30hy"><!--[--><li><!--[--><!--[3-->Open <!--]--><!--[0--><strong><!--[--><!--[3-->Form defaults<!--]--><!--]--><!----></strong><!--]--><!--[3--> from your settings and find the form you want.<!--]--><!--]--><!----></li><li><!--[--><!--[3-->Choose the field and type a new <!--]--><!--[0--><strong><!--[--><!--[3-->Label<!--]--><!--]--><!----></strong><!--]--><!--[3-->.<!--]--><!--]--><!----></li><li><!--[--><!--[3-->Save. The new name appears on the form.<!--]--><!--]--><!----></li><!--]--></ol><!--]--><!--[0--><!----><h3 class="svelte-cw30hy"><!--[--><!--[3-->Give people a hint<!--]--><!--]--><!----></h3><!----><!--]--><!--[2--><ol class="svelte-cw30hy"><!--[--><li><!--[--><!--[3-->Choose the field in <!--]--><!--[0--><strong><!--[--><!--[3-->Form defaults<!--]--><!--]--><!----></strong><!--]--><!--[3-->.<!--]--><!--]--><!----></li><li><!--[--><!--[3-->Write the <!--]--><!--[0--><strong><!--[--><!--[3-->Help<!--]--><!--]--><!----></strong><!--]--><!--[3-->, one short sentence that says what to enter.<!--]--><!--]--><!----></li><li><!--[--><!--[3-->Save. The hint now shows beside the field.<!--]--><!--]--><!----></li><!--]--></ol><!--]--><!--[0--><!----><h3 class="svelte-cw30hy"><!--[--><!--[3-->Pre-fill a value<!--]--><!--]--><!----></h3><!----><!--]--><!--[2--><ol class="svelte-cw30hy"><!--[--><li><!--[--><!--[3-->Choose the field in <!--]--><!--[0--><strong><!--[--><!--[3-->Form defaults<!--]--><!--]--><!----></strong><!--]--><!--[3-->.<!--]--><!--]--><!----></li><li><!--[--><!--[3-->Enter the <!--]--><!--[0--><strong><!--[--><!--[3-->Default value<!--]--><!--]--><!----></strong><!--]--><!--[3--> a new record should start with.<!--]--><!--]--><!----></li><li><!--[--><!--[3-->Save. People can still type over it unless the field is locked.<!--]--><!--]--><!----></li><!--]--></ol><!--]--><!--[0--><!----><h3 class="svelte-cw30hy"><!--[--><!--[3-->Tidy a long form<!--]--><!--]--><!----></h3><!----><!--]--><!--[2--><ol class="svelte-cw30hy"><!--[--><li><!--[--><!--[3-->Choose a field that most people never need.<!--]--><!--]--><!----></li><li><!--[--><!--[3-->Set its <!--]--><!--[0--><strong><!--[--><!--[3-->Visibility<!--]--><!--]--><!----></strong><!--]--><!--[3--> to advanced to tuck it away, or to hidden to remove it.<!--]--><!--]--><!----></li><li><!--[--><!--[3-->Save. A field that must always be filled in stays shown unless it also has a default value.<!--]--><!--]--><!----></li><!--]--></ol><!--]--><!--[0--><!----><h3 class="svelte-cw30hy"><!--[--><!--[3-->Put fields in a better order<!--]--><!--]--><!----></h3><!----><!--]--><!--[2--><ol class="svelte-cw30hy"><!--[--><li><!--[--><!--[3-->Choose a field.<!--]--><!--]--><!----></li><li><!--[--><!--[3-->Set its <!--]--><!--[0--><strong><!--[--><!--[3-->Display order<!--]--><!--]--><!----></strong><!--]--><!--[3-->. Lower numbers come first.<!--]--><!--]--><!----></li><li><!--[--><!--[3-->Save, then check the form.<!--]--><!--]--><!----></li><!--]--></ol><!--]--><!--[0--><!----><h3 class="svelte-cw30hy"><!--[--><!--[3-->Keep everyone on the same setting<!--]--><!--]--><!----></h3><!----><!--]--><!--[2--><ol class="svelte-cw30hy"><!--[--><li><!--[--><!--[3-->Choose the field in <!--]--><!--[0--><strong><!--[--><!--[3-->Form defaults<!--]--><!--]--><!----></strong><!--]--><!--[3-->.<!--]--><!--]--><!----></li><li><!--[--><!--[3-->Turn on <!--]--><!--[0--><strong><!--[--><!--[3-->Locked<!--]--><!--]--><!----></strong><!--]--><!--[3-->.<!--]--><!--]--><!----></li><li><!--[--><!--[3-->Save. People can no longer change that field for themselves.<!--]--><!--]--><!----></li><!--]--></ol><!--]--><!--[0--><!----><h3 class="svelte-cw30hy"><!--[--><!--[3-->Undo a change<!--]--><!--]--><!----></h3><!----><!--]--><!--[1--><p class="svelte-cw30hy"><!--[--><!--[3-->Choose <!--]--><!--[0--><strong><!--[--><!--[3-->Reset<!--]--><!--]--><!----></strong><!--]--><!--[3--> on a field to remove your change. Settings from the layers below, such as the app's own, come back. Resetting asks you to confirm first.<!--]--><!--]--><!----></p><!--]--><!--[0--><!----><h3 class="svelte-cw30hy"><!--[--><!--[3-->Review suggestions<!--]--><!--]--><!----></h3><!----><!--]--><!--[1--><p class="svelte-cw30hy"><!--[--><!--[3-->When enough people fill in the same value, or keep opening the same advanced field, the app suggests a change. Open the suggestions list in <!--]--><!--[0--><strong><!--[--><!--[3-->Form defaults<!--]--><!--]--><!----></strong><!--]--><!--[3--> and accept or dismiss each one. Nothing changes until you accept.<!--]--><!--]--><!----></p><!--]--><!--]--> <!--[-1--><!--]--></article><!--]--></section><!--]--> <section class="panel svelte-kxkftj" aria-label="Connect other tools"><details class="disclosure svelte-ma3p8w" data-smrt-component="Disclosure"><summary aria-disabled="false" class="svelte-ma3p8w"><span>Connect other tools</span><span class="chevron svelte-ma3p8w" aria-hidden="true">⌄</span></summary> <div class="content svelte-ma3p8w"><!--[0--><p class="lede svelte-kxkftj">For connecting other software or an AI assistant to this app. All of it is
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class="smrt-command-palette__list svelte-c516pr" id="smrt-palette-list-s1" role="listbox" aria-label="Results" aria-busy="false"><!--[--><!--]--></div> <!--[0--><p class="smrt-command-palette__empty svelte-c516pr"></p><!--]--> <div class="smrt-command-palette__hints svelte-c516pr" aria-hidden="true"><span><kbd class="svelte-c516pr">↑</kbd><kbd class="svelte-c516pr">↓</kbd> to move</span> <span><kbd class="svelte-c516pr">↵</kbd> to select</span> <span><kbd class="svelte-c516pr">Esc</kbd> to close</span></div> <div class="smrt-command-palette__live svelte-c516pr" role="status" aria-live="polite"></div></div><!----><!--]--></div> <!--[-1--><!--]--></div></dialog><!----><!----><!--]--><!--]--><!----><!--]--></div><!--]--><!----> <!--[-1--><!--]--> <!--[1--><div class="smrt-admin-shell__slot smrt-admin-shell__slot--header-end svelte-1ifuk0b" data-slot="header.end"><!--[--><!--[--><!--[1--><a class="header-link svelte-d0fjw8" href="../../../" aria-label="Plan the app" title="Plan the app" 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data-slot="leftSidebar.footer"><!--[--><!--[--><!--[1--><div class="ai-status svelte-nioco2" role="group" aria-label="AI models"><!--[--><a href="../../../ai/" class="cap svelte-nioco2" data-state="available" aria-label="Think: not set up" title="Think: not set up"><svg xmlns="http://www.w3.org/2000/svg" width="20px" height="20px" viewBox="0 0 24 24" fill="currentColor" aria-hidden="true" data-smrt-component="Icon" class="svelte-em2a54"><path d="M11 4.2C10.4 3 8.6 2.8 7.6 3.8C6.2 3.6 5 4.8 5.2 6.1C3.8 6.6 3.3 8.2 4.1 9.3C3 10.2 3 11.9 4 12.8C3.6 14.2 4.4 15.6 5.8 15.9C6.2 17.3 7.6 18.2 9 17.9C9.7 19.2 11 19.6 11 19.6ZM13 4.2 C13.6 3 15.4 2.8 16.4 3.8 C17.8 3.6 19 4.8 18.8 6.1 C20.2 6.6 20.7 8.2 19.9 9.3 C21 10.2 21 11.9 20 12.8 C20.4 14.2 19.6 15.6 18.2 15.9 C17.8 17.3 16.4 18.2 15 17.9 C14.3 19.2 13 19.6 13 19.6 ZM10.2 7.4C8.6 7.8 7.5 7 7 6.2L7.7 5.8C8.2 6.5 9 6.8 10 6.5ZM10.3 11C8.4 11.6 6.6 10.8 5.9 9.6L6.6 9.2C7.2 10.2 8.6 10.7 10.1 10.2ZM10.2 15C8.5 15.6 6.8 15 6 13.9L6.7 13.5C7.4 14.3 8.6 14.6 10 14.2ZM13.8 7.4 C15.4 7.8 16.5 7 17 6.2 L16.3 5.8 C15.8 6.5 15 6.8 14 6.5 ZM13.7 11 C15.6 11.6 17.4 10.8 18.1 9.6 L17.4 9.2 C16.8 10.2 15.4 10.7 13.9 10.2 ZM13.8 15 C15.5 15.6 17.2 15 18 13.9 L17.3 13.5 C16.6 14.3 15.4 14.6 14 14.2 Z"></path></svg><!----></a><a href="../../../ai/" class="cap svelte-nioco2" data-state="available" aria-label="Hear: not set up" title="Hear: not set up"><svg xmlns="http://www.w3.org/2000/svg" width="20px" height="20px" viewBox="0 0 24 24" fill="currentColor" aria-hidden="true" data-smrt-component="Icon" class="svelte-em2a54"><path d="M17 20c-.29 0-.56-.06-.76-.15-.71-.37-1.21-.88-1.71-2.38-.51-1.56-1.47-2.29-2.39-3-.79-.61-1.61-1.24-2.32-2.53C9.29 10.98 9 9.93 9 9c0-2.8 2.2-5 5-5s5 2.2 5 5h2c0-3.93-3.07-7-7-7S7 5.07 7 9c0 1.26.38 2.65 1.07 3.9.91 1.65 1.98 2.48 2.85 3.15.81.62 1.39 1.07 1.71 2.05.6 1.82 1.37 2.84 2.73 3.55.51.23 1.07.35 1.64.35 2.21 0 4-1.79 4-4h-2c0 1.1-.9 2-2 2zM7.64 2.64L6.22 1.22C4.23 3.21 3 5.96 3 9s1.23 5.79 3.22 7.78l1.41-1.41C6.01 13.74 5 11.49 5 9s1.01-4.74 2.64-6.36zM11.5 9c0 1.38 1.12 2.5 2.5 2.5s2.5-1.12 2.5-2.5-1.12-2.5-2.5-2.5-2.5 1.12-2.5 2.5z"></path></svg><!----></a><a href="../../../ai/" class="cap svelte-nioco2" data-state="available" aria-label="Speak: not switched on" title="Speak: not switched on"><svg xmlns="http://www.w3.org/2000/svg" width="20px" height="20px" viewBox="0 0 24 24" fill="currentColor" aria-hidden="true" data-smrt-component="Icon" class="svelte-em2a54"><path d="M3 9v6h4l5 5V4L7 9H3zm13.5 3c0-1.77-1.02-3.29-2.5-4.03v8.05c1.48-.73 2.5-2.25 2.5-4.02zM14 3.23v2.06c2.89.86 5 3.54 5 6.71s-2.11 5.85-5 6.71v2.06c4.01-.91 7-4.49 7-8.77s-2.99-7.86-7-8.77z"></path></svg><!----></a><!--]--></div><!----><!--]--><!--[1--><!--$s2--><div class="smrt-workspace-account-menu svelte-1703h4r" title="You" data-smrt-component="WorkspaceAccountMenu"><button type="button" class="smrt-workspace-account-menu__trigger svelte-1703h4r" data-smrt-part="trigger" aria-haspopup="menu" aria-expanded="false" disabled=""><span class="smrt-workspace-account-menu__open svelte-1703h4r">Open account menu</span> <span class="avatar sm svelte-3d1ux4" aria-hidden="true" data-smrt-component="Avatar"><!--[-1--><span class="avatar__initials svelte-3d1ux4" role="img" aria-label="You">YO</span><!--]--> <!--[-1--><!--]--></span><!----> <span class="smrt-workspace-account-menu__identity svelte-1703h4r"><span class="smrt-workspace-account-menu__summary svelte-1703h4r">You</span> <!--[-1--><!--]--></span> <span class="smrt-workspace-account-menu__indicator svelte-1703h4r" aria-hidden="true">•••</span></button> <!--[-1--><!--]--></div><!----><!--]--><!--]--><!----><!--]--></div><!--]--><!----></div><!--]--> <!--[-1--><!--]--> <!--[-1--><!--]--></div></aside><!--]--> <main id="smrt-admin-shell-main" class="smrt-admin-shell__main svelte-1ifuk0b"><div class="smrt-layout-live svelte-1pgtgoi" role="status" aria-live="polite"></div> <!--[-1--><!--]--> <!--[-1--><!--]--> <!--[0--><!--[0--><!----><!--]--><!--]--> <!--[-1--><!--]--> <!--[-1--><!--]--> <!--[-1--><!--]--> <!----> <span hidden="" data-smrt-planner-anchor=""></span><!----> <!--[--><!--[0--><main class="svelte-1nuwlgo"><header class="svelte-1nuwlgo"><div class="bar svelte-1nuwlgo"><p class="meta svelte-1nuwlgo"><a href="../../../">Planner</a> / <a href="../../../recipes/fields.form-customization/">Form customization</a> / Help</p> <div class="icons svelte-1fbsd8p"><a href="../../../recipes/fields.form-customization/help/" title="Form customization help" aria-label="Form customization help" aria-current="page" class="svelte-1fbsd8p"><svg xmlns="http://www.w3.org/2000/svg" width="22px" height="22px" viewBox="0 0 24 24" fill="currentColor" aria-hidden="true" data-smrt-component="Icon" class="svelte-em2a54"><path d="M11 18h2v-2h-2v2zm1-16C6.48 2 2 6.48 2 12s4.48 10 10 10 10-4.48 10-10S17.52 2 12 2zm0 18c-4.41 0-8-3.59-8-8s3.59-8 8-8 8 3.59 8 8-3.59 8-8 8zm0-14c-2.21 0-4 1.79-4 4h2c0-1.1.9-2 2-2s2 .9 2 2c0 2-3 1.75-3 5h2c0-2.25 3-2.5 3-5 0-2.21-1.79-4-4-4z"></path></svg><!----></a> <a href="../../../recipes/fields.form-customization/" title="Form customization options" aria-label="Form customization options" class="svelte-1fbsd8p"><svg xmlns="http://www.w3.org/2000/svg" width="22px" height="22px" viewBox="0 0 24 24" fill="currentColor" aria-hidden="true" data-smrt-component="Icon" class="svelte-em2a54"><path d="M19.14 12.94c.04-.3.06-.61.06-.94 0-.32-.02-.64-.07-.94l2.03-1.58a.49.49 0 0 0 .12-.61l-1.92-3.32a.488.488 0 0 0-.59-.22l-2.39.96c-.5-.38-1.03-.7-1.62-.94l-.36-2.54a.484.484 0 0 0-.48-.41h-3.84c-.24 0-.43.17-.47.41l-.36 2.54c-.59.24-1.13.57-1.62.94l-2.39-.96c-.22-.08-.47 0-.59.22L2.74 8.87c-.12.21-.08.47.12.61l2.03 1.58c-.05.3-.09.63-.09.94s.02.64.07.94l-2.03 1.58a.49.49 0 0 0-.12.61l1.92 3.32c.12.22.37.29.59.22l2.39-.96c.5.38 1.03.7 1.62.94l.36 2.54c.05.24.24.41.48.41h3.84c.24 0 .44-.17.47-.41l.36-2.54c.59-.24 1.13-.56 1.62-.94l2.39.96c.22.08.47 0 .59-.22l1.92-3.32c.12-.22.07-.47-.12-.61l-2.01-1.58zM12 15.6c-1.98 0-3.6-1.62-3.6-3.6s1.62-3.6 3.6-3.6 3.6 1.62 3.6 3.6-1.62 3.6-3.6 3.6z"></path></svg><!----></a></div><!----></div> <h1 class="svelte-1nuwlgo">Form customization help</h1></header> <!--[--><section aria-label="Form customization" class="svelte-1o06wj"><!--[-1--><!--]--> <!--[0--><article class="help svelte-cw30hy"><!--[--><!--[0--><!----><h2 class="svelte-cw30hy"><!--[--><!--[3-->Overview<!--]--><!--]--><!----></h2><!----><!--]--><!--[1--><p class="svelte-cw30hy"><!--[--><!--[3-->Form customization lets you decide what the forms in your app ask for. For any field you can change the name people see, the hint beside it, the value a new record starts with, where it sits on the form, and whether it is always shown, tucked under "advanced", or hidden. You can also lock a field so that people cannot change it for themselves.<!--]--><!--]--><!----></p><!--]--><!--[1--><p class="svelte-cw30hy"><!--[--><!--[3-->Changes layer. The app starts with sensible settings, your organization can change them for everyone in it, and each person can then adjust their own view unless you locked the field. Resetting a field removes your change and brings back whatever sits underneath.<!--]--><!--]--><!----></p><!--]--><!--[0--><!----><h2 class="svelte-cw30hy"><!--[--><!--[3-->Tasks<!--]--><!--]--><!----></h2><!----><!--]--><!--[0--><!----><h3 class="svelte-cw30hy"><!--[--><!--[3-->Change what a field is called<!--]--><!--]--><!----></h3><!----><!--]--><!--[2--><ol class="svelte-cw30hy"><!--[--><li><!--[--><!--[3-->Open <!--]--><!--[0--><strong><!--[--><!--[3-->Form defaults<!--]--><!--]--><!----></strong><!--]--><!--[3--> from your settings and find the form you want.<!--]--><!--]--><!----></li><li><!--[--><!--[3-->Choose the field and type a new <!--]--><!--[0--><strong><!--[--><!--[3-->Label<!--]--><!--]--><!----></strong><!--]--><!--[3-->.<!--]--><!--]--><!----></li><li><!--[--><!--[3-->Save. The new name appears on the form.<!--]--><!--]--><!----></li><!--]--></ol><!--]--><!--[0--><!----><h3 class="svelte-cw30hy"><!--[--><!--[3-->Give people a hint<!--]--><!--]--><!----></h3><!----><!--]--><!--[2--><ol class="svelte-cw30hy"><!--[--><li><!--[--><!--[3-->Choose the field in <!--]--><!--[0--><strong><!--[--><!--[3-->Form defaults<!--]--><!--]--><!----></strong><!--]--><!--[3-->.<!--]--><!--]--><!----></li><li><!--[--><!--[3-->Write the <!--]--><!--[0--><strong><!--[--><!--[3-->Help<!--]--><!--]--><!----></strong><!--]--><!--[3-->, one short sentence that says what to enter.<!--]--><!--]--><!----></li><li><!--[--><!--[3-->Save. The hint now shows beside the field.<!--]--><!--]--><!----></li><!--]--></ol><!--]--><!--[0--><!----><h3 class="svelte-cw30hy"><!--[--><!--[3-->Pre-fill a value<!--]--><!--]--><!----></h3><!----><!--]--><!--[2--><ol class="svelte-cw30hy"><!--[--><li><!--[--><!--[3-->Choose the field in <!--]--><!--[0--><strong><!--[--><!--[3-->Form defaults<!--]--><!--]--><!----></strong><!--]--><!--[3-->.<!--]--><!--]--><!----></li><li><!--[--><!--[3-->Enter the <!--]--><!--[0--><strong><!--[--><!--[3-->Default value<!--]--><!--]--><!----></strong><!--]--><!--[3--> a new record should start with.<!--]--><!--]--><!----></li><li><!--[--><!--[3-->Save. People can still type over it unless the field is locked.<!--]--><!--]--><!----></li><!--]--></ol><!--]--><!--[0--><!----><h3 class="svelte-cw30hy"><!--[--><!--[3-->Tidy a long form<!--]--><!--]--><!----></h3><!----><!--]--><!--[2--><ol class="svelte-cw30hy"><!--[--><li><!--[--><!--[3-->Choose a field that most people never need.<!--]--><!--]--><!----></li><li><!--[--><!--[3-->Set its <!--]--><!--[0--><strong><!--[--><!--[3-->Visibility<!--]--><!--]--><!----></strong><!--]--><!--[3--> to advanced to tuck it away, or to hidden to remove it.<!--]--><!--]--><!----></li><li><!--[--><!--[3-->Save. A field that must always be filled in stays shown unless it also has a default value.<!--]--><!--]--><!----></li><!--]--></ol><!--]--><!--[0--><!----><h3 class="svelte-cw30hy"><!--[--><!--[3-->Put fields in a better order<!--]--><!--]--><!----></h3><!----><!--]--><!--[2--><ol class="svelte-cw30hy"><!--[--><li><!--[--><!--[3-->Choose a field.<!--]--><!--]--><!----></li><li><!--[--><!--[3-->Set its <!--]--><!--[0--><strong><!--[--><!--[3-->Display order<!--]--><!--]--><!----></strong><!--]--><!--[3-->. Lower numbers come first.<!--]--><!--]--><!----></li><li><!--[--><!--[3-->Save, then check the form.<!--]--><!--]--><!----></li><!--]--></ol><!--]--><!--[0--><!----><h3 class="svelte-cw30hy"><!--[--><!--[3-->Keep everyone on the same setting<!--]--><!--]--><!----></h3><!----><!--]--><!--[2--><ol class="svelte-cw30hy"><!--[--><li><!--[--><!--[3-->Choose the field in <!--]--><!--[0--><strong><!--[--><!--[3-->Form defaults<!--]--><!--]--><!----></strong><!--]--><!--[3-->.<!--]--><!--]--><!----></li><li><!--[--><!--[3-->Turn on <!--]--><!--[0--><strong><!--[--><!--[3-->Locked<!--]--><!--]--><!----></strong><!--]--><!--[3-->.<!--]--><!--]--><!----></li><li><!--[--><!--[3-->Save. People can no longer change that field for themselves.<!--]--><!--]--><!----></li><!--]--></ol><!--]--><!--[0--><!----><h3 class="svelte-cw30hy"><!--[--><!--[3-->Undo a change<!--]--><!--]--><!----></h3><!----><!--]--><!--[1--><p class="svelte-cw30hy"><!--[--><!--[3-->Choose <!--]--><!--[0--><strong><!--[--><!--[3-->Reset<!--]--><!--]--><!----></strong><!--]--><!--[3--> on a field to remove your change. Settings from the layers below, such as the app's own, come back. Resetting asks you to confirm first.<!--]--><!--]--><!----></p><!--]--><!--[0--><!----><h3 class="svelte-cw30hy"><!--[--><!--[3-->Review suggestions<!--]--><!--]--><!----></h3><!----><!--]--><!--[1--><p class="svelte-cw30hy"><!--[--><!--[3-->When enough people fill in the same value, or keep opening the same advanced field, the app suggests a change. Open the suggestions list in <!--]--><!--[0--><strong><!--[--><!--[3-->Form defaults<!--]--><!--]--><!----></strong><!--]--><!--[3--> and accept or dismiss each one. Nothing changes until you accept.<!--]--><!--]--><!----></p><!--]--><!--]--> <!--[-1--><!--]--></article><!--]--></section><!--]--> <section class="panel svelte-kxkftj" aria-label="Connect other tools"><details class="disclosure svelte-ma3p8w" data-smrt-component="Disclosure"><summary aria-disabled="false" class="svelte-ma3p8w"><span>Connect other tools</span><span class="chevron svelte-ma3p8w" aria-hidden="true">⌄</span></summary> <div class="content svelte-ma3p8w"><!--[0--><p class="lede svelte-kxkftj">For connecting other software or an AI assistant to this app. All of it is
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  generated by s-m-r-t from the model; none of it was written by hand.</p> <!--[--><article class="svelte-kxkftj"><h3 class="svelte-kxkftj">FieldPolicy</h3> <div class="grid svelte-kxkftj"><div><h4 class="svelte-kxkftj">REST routes <span class="svelte-kxkftj">6</span></h4> <ul class="svelte-kxkftj"><!--[--><li><code class="svelte-kxkftj"><b>POST</b> /api/fieldpolicies/policy-audit</code></li><li><code class="svelte-kxkftj"><b>POST</b> /api/fieldpolicies/resolve</code></li><li><code class="svelte-kxkftj"><b>POST</b> /api/fieldpolicies/editor-state</code></li><li><code class="svelte-kxkftj"><b>POST</b> /api/fieldpolicies</code></li><li><code class="svelte-kxkftj"><b>PATCH</b> /api/fieldpolicies/[id]</code></li><li><code class="svelte-kxkftj"><b>DELETE</b> /api/fieldpolicies/[id]</code></li><!--]--></ul></div> <div><h4 class="svelte-kxkftj">MCP tools <span class="svelte-kxkftj">0</span></h4> <ul class="svelte-kxkftj"><!--[!--><li class="none svelte-kxkftj">None</li><!--]--></ul></div> <div><h4 class="svelte-kxkftj">CLI commands <span class="svelte-kxkftj">3</span></h4> <ul class="svelte-kxkftj"><!--[--><li><code class="svelte-kxkftj">fieldpolicy_create</code></li><li><code class="svelte-kxkftj">fieldpolicy_delete</code></li><li><code class="svelte-kxkftj">fieldpolicy_update</code></li><!--]--></ul></div> <div><h4 class="svelte-kxkftj">Methods <span class="svelte-kxkftj">0</span> AI-callable</h4> <ul class="svelte-kxkftj"><!--[--><li><code class="svelte-kxkftj">delete()</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">getAppRows(objectRef: string)</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">getDefaultValue()</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">getEditorState(options?: object)</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">getTenantRows(objectRef: string, tenantIds: string[])</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">getUserRows(objectRef: string, userId: string)</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">policyAudit(options?: object)</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">resolveBatch(options?: object)</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">save()</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">setDefaultValue(value: unknown)</code> <!--[-1--><!--]--></li><!--]--></ul></div></div></article><article class="svelte-kxkftj"><h3 class="svelte-kxkftj">FieldPolicySuggestion</h3> <div class="grid svelte-kxkftj"><div><h4 class="svelte-kxkftj">REST routes <span class="svelte-kxkftj">3</span></h4> <ul class="svelte-kxkftj"><!--[--><li><code class="svelte-kxkftj"><b>POST</b> /api/fieldpolicysuggestions/pending</code></li><li><code class="svelte-kxkftj"><b>POST</b> /api/fieldpolicysuggestions/accept</code></li><li><code class="svelte-kxkftj"><b>POST</b> /api/fieldpolicysuggestions/dismiss</code></li><!--]--></ul></div> <div><h4 class="svelte-kxkftj">MCP tools <span class="svelte-kxkftj">0</span></h4> <ul class="svelte-kxkftj"><!--[!--><li class="none svelte-kxkftj">None</li><!--]--></ul></div> <div><h4 class="svelte-kxkftj">CLI commands <span class="svelte-kxkftj">0</span></h4> <ul class="svelte-kxkftj"><!--[!--><li class="none svelte-kxkftj">None</li><!--]--></ul></div> <div><h4 class="svelte-kxkftj">Methods <span class="svelte-kxkftj">0</span> AI-callable</h4> <ul class="svelte-kxkftj"><!--[--><li><code class="svelte-kxkftj">acceptSuggestion(options?: object)</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">delete()</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">dismissSuggestion(options?: object)</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">getEvidence()</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">getProposedValue()</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">pendingSuggestions(options?: object)</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">save()</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">setEvidence(evidence: Record&lt;string, unknown>)</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">toSuggestionData()</code> <!--[-1--><!--]--></li><!--]--></ul></div></div></article><article class="svelte-kxkftj"><h3 class="svelte-kxkftj">FieldUsageCounter</h3> <div class="grid svelte-kxkftj"><div><h4 class="svelte-kxkftj">REST routes <span class="svelte-kxkftj">1</span></h4> <ul class="svelte-kxkftj"><!--[--><li><code class="svelte-kxkftj"><b>POST</b> /api/fieldusagecounters/report</code></li><!--]--></ul></div> <div><h4 class="svelte-kxkftj">MCP tools <span class="svelte-kxkftj">0</span></h4> <ul class="svelte-kxkftj"><!--[!--><li class="none svelte-kxkftj">None</li><!--]--></ul></div> <div><h4 class="svelte-kxkftj">CLI commands <span class="svelte-kxkftj">0</span></h4> <ul class="svelte-kxkftj"><!--[!--><li class="none svelte-kxkftj">None</li><!--]--></ul></div> <div><h4 class="svelte-kxkftj">Methods <span class="svelte-kxkftj">0</span> AI-callable</h4> <ul class="svelte-kxkftj"><!--[--><li><code class="svelte-kxkftj">addDistinctUser(userId: string)</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">delete()</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">getDistinctUserIds()</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">getValueHistogram()</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">isLegacyBucket()</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">listWindow(options: object)</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">recordHistogramSample(key: string)</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">reportUsage(options?: object)</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">save()</code> <!--[-1--><!--]--></li><!--]--></ul></div></div></article><!--]--><!----><!--]--></div></details><!----></section><!----></main><!--]--><!--]--><!----><!----><!----></main> <!--[-1--><!--]--> <!--[-1--><!--]--> <!--[-1--><!--]--> <!--[-1--><!--]--><!----> <!--[-1--><!--]--> <!--[-1--><!--]--> <!--[-1--><!--]--><!----> <!--[-1--><!--]--> <!--[-1--><!--]--> <!--[-1--><!--]--> <!--[-1--><!--]--></div><!--]--><!----></div><!----><!----><!----></div><!--]--><!--]--> <!--[-1--><!--]--><!--]-->
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