Quick Entry Layout Builder
Quick Entry Layout Builder allows you to customize the layout of quick entry forms in Frappe CRM. Similar to customizing Lead and Deal pages, you can add sections, organize fields, and control how information is captured when creating new records.
This helps you design quick entry forms that match your business requirements and ensures users capture the right information during record creation.
Tip
A well-organized quick entry form reduces unnecessary scrolling and helps users enter important information faster while creating new Leads, Deals, or other CRM records.
What is Quick Entry Layout Builder?
The Quick Entry Layout Builder provides a visual way to customize the fields and structure of quick entry forms in Frappe CRM.
Using the builder, you can:
- Add new sections to organize related information.
- Add fields required for your workflow.
- Move fields within or between sections.
- Rearrange sections using drag and drop.
- Edit section labels for better understanding.
- Preview changes before applying them.
Customize Quick Entry Forms
Follow these steps to customize the quick entry layout:
- Open Quick Entry Form
Navigate to the Lead or Deal ListView and click the Create button to open the quick entry modal.
Click the Edit icon to open the Quick Entry Layout Builder.
- Select the DocType
The DocType is automatically selected based on the current form. However, you can choose another DocType if you want to customize its quick entry form.
- Use the Quick Entry Layout Builder
After selecting the DocType, the layout builder interface will open. You can modify the quick entry form using the available customization options.
- Add Sections — Create sections to group related information together.
- Add Fields — Insert required fields inside sections.
- Drag and Drop Fields — Move fields within a section or between different sections.
- Rearrange Sections — Change the order of sections based on your workflow.
- Edit Section Labels — Rename sections to make them easier for users to understand.
- Preview Changes
Use the Show Preview option to view how the customized quick entry form will appear before saving your changes.
Customize Data Capture
Use the Quick Entry Layout Builder to collect the information your team needs during the creation process. Organize fields based on priority, workflow steps, or business requirements.
Common Uses for Quick Entry Layout Builder
- Adding qualification fields while creating new Leads.
- Capturing additional customer details during Deal creation.
- Grouping business-specific information into dedicated sections.
- Creating simpler forms for different teams or workflows.
- Improving consistency in data collection.
Best Practices
- Add only the fields users need during record creation.
- Keep frequently used fields at the top of the form.
- Group related information into meaningful sections.
- Use clear section names that users can easily understand.
- Review quick entry layouts regularly as business requirements change.
Note
The Quick Entry Layout Builder controls the arrangement of fields and sections in quick entry forms. To modify field properties, validations, or field types, use the appropriate customization options provided by the Frappe Framework.
