Screen templates in Acumatica

Let's take a look at the screen’s templates. There are 6 of them in Acumatica: Form, Grid, Tab, FormTab, FormGrid, TabGrid. Each template is designed to be used for different purposes. Let's look at each of them:

  1. Form

A Form template is used to display and edit a single record or entity at a time. It typically consists of fields and controls that allow users to input or view information related to a specific record.Forms are used for tasks like creating, editing, and viewing individual records, such as customers, vendors, or items.

Use Cases:

  • Creating and editing individual customer profiles.
  • Managing employee records, including personal details and employment history.

Viewing and updating information for a specific inventory item.

2. Grid

A Grid template is used to display a list of records in a tabular format. It allows users to view and manipulate multiple records simultaneously. Grids are commonly used for displaying lists of data, such as sales orders, purchase orders, or inventory items.

Use Cases:

  • Displaying a list of sales orders with details like order date, customer name, and order status.
  • Managing a list of open purchase requisitions.
  • Viewing a list of project tasks with their associated deadlines.

3. Tab

A Tab template is often used to organize and group related fields on a Form. It provides a way to break up a Form into multiple sections, each represented as a separate tab. Tabs help in organizing and presenting information in a structured manner within a single record.

Use Cases:

  • Creating a customer Form with tabs for contact information, billing details, and shipping details.
  • Managing an employee Form with tabs for personal information, job history, and performance reviews.
  • Designing a product Form with tabs for basic details, pricing, and specifications.

4. FormTab

A FormTab template combines the features of both the Form and Tab templates. It allows you to create a Form with multiple tabs, each containing a set of related fields. FormTabs are useful when you need to display and edit a single record with different sections or categories of information.

Use Cases:

  • Creating a comprehensive sales order Form with tabs for order details, shipping information, and payment details.
  • Managing a project record with tabs for project overview, team members, and project milestones.
  • Designing a vendor Form with tabs for contact information, payment terms, and purchase history.

5. FormDetail

A FormGrid template combines the features of both the Form and Grid templates. It allows you to display a Grid within a Form, enabling users to view and edit related records directly within the context of a single record. FormGrids are useful for scenarios where you want to associate and manage related data within a primary record.

Use Cases:

  • Managing a customer Form with a related grid displaying their recent orders.
  • Viewing a product record with a FormGrid showing its associated sales history.
  • Editing an employee record with a FormGrid displaying their past training sessions.

6. TabDetail

A TabGrid template combines the features of both the Tab and Grid templates. It lets you organize and display a Grid within a Tab, making it suitable for presenting lists of related data within specific sections of a Form.

Use Cases:

  • Managing a project Form with tabs for project details, team members, and project tasks displayed in Grids.
  • Viewing a customer record with tabs for contact information, sales history, and support cases displayed in Grids.
  • Designing a vendor Form with tabs for contact details, purchase history, and product offerings displayed in Grids.

Summary

Acumatica offers six different screen templates designed for various purposes: Form, Grid, Tab, FormTab, FormGrid, and TabGrid.

  • The "Form" template is for displaying and editing a single record, like a customer or vendor profile.
  • The "Grid" template is designed to show lists of records in a table format, such as sales or purchase orders.
  • The "Tab" template organizes related fields within a Form into separate tabs.
  • The "FormTab" template combines features of Form and Tab, allowing a single Form to have multiple tabs for different categories of information.
  • The "FormGrid" template blends features of Form and Grid, enabling users to view and edit associated records within the context of a primary record.
  • The "TabGrid" template integrates both Tab and Grid, permitting the organization of lists of related data within specific sections of a Form.

Each template comes with its own set of use-cases, offering versatility in data presentation and editing.