Mifos User Documentation Portal
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        • Initial System Set Up
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          • Products
            • Loan Products
              • Loan Product Fields
                • Accounting Loan Product Fields
                • Configuring and Disbursing of Top-Up Loan
                • Declining Balance Interest Calculation
                • Enabling Floating Rate
                • Enabling Variable Installments
                • Flat interest calculation
                • Loan Product Fields—Additional Fields for Loans with Variable Terms based on Loan Cycle
                • Recalculate Interest
                • Tranche Loan Fields
              • Setting up Minimum Days between Disbursal and First Repayment
              • Product Mix
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              • Saving Product Fields
                • Accounting Saving Product Fields
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              • Fixed Deposit Product Fields
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              • Interest rate chart with amount range
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          • Manage Groups
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          • Chart of Accounts - General Ledger Setup
            • Default COA sql script
          • Accounts linked to Financial Activities
          • Migrate opening balances (Office-wise)
          • Accounting Rules
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          • How To Enter GL Opening Balance
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            • Mifos X Saving Accounts
              • How to Activate a Saving Account
              • How to Add a Charge to a Saving Account
              • How to Approve a Saving Account Application
              • How to Calculate Interest for a Saving Account
              • How to Close a Saving Account
              • How to Create a Saving Account Application
                • Saving Account Fields
              • How to create overdraft account (Draft)
              • How to Delete a Saving Account Application
              • How to Make a Deposit to a Saving Account
              • How to Make a Withdrawal from a Saving Account
              • How to Modify a Saving Account Application
              • How to Post Interest to a Saving Account
              • How to Reject a Saving Account Application
              • How to Transfer funds from a Saving Account
              • How to Withdraw a Saving Account Application
            • Standing Instructions
              • How to Set up a Standing Instruction
                • Standing Instruction Form Fields
            • Term Deposit Accounts (Fixed Deposit / Recurring Deposit)
              • How to Activate a Term Deposit Account
              • How to Add a Charge to a Term Deposit Account
              • How to Approve a Term Deposit Account Application
              • How to Calculate Interest for a Term Deposit Account
              • How to Create a Term Deposit Account Application
                • Term Deposit Account Fields
              • How to Delete a Term Deposit Account Application
              • How to Make a Deposit to a Recurring Term Deposit Account
              • How to Modify a Term Deposit Account Application
              • How to Post Interest to a Term Deposit Account
              • How to Reject a Term Deposit Account Application
              • How to Withdraw a Term Deposit Account Application
            • Creating Recurring Deposit Account:
          • Loan Accounts
            • How to Create a Loan Account Application
              • Loan Account Fields
            • How to Make Repayments on a Client Loan Account
            • Track Loan Performance History
            • How to Approve a Loan Account Application
            • How to Add a Charge to a Loan Account
            • How to Modify a Loan Account Application
            • How to Assign a Loan Officer
            • How to Reject a Loan Account Application
            • How to Withdraw a Loan Account Application
            • How to Delete a Loan Account Application
            • How to Add Collateral to a Loan Account
            • How to Add/Remove/Modify a Guarantor to a Loan Account
            • How to Manage Loan Account Disbursement
            • How to Make Repayments on a Group Loan Account
            • Using collection sheet or other payment types for making payments
            • How to Waive Interest for a Loan Account
            • How to Write-off a Loan Account
            • How to Close a Loan Account as Rescheduled
            • How to Close a Loan Account
            • Making Prepay of the loan
            • How to Prepay a Loan Account
            • How To Create Group Loan Account
            • How to Process Bulk JLG Loan Application
            • How to generate - Loan transactions report
            • How to reschedule loan
            • How to provide floating rates
            • How to provide variable installments
            • How to create new loan - Interest Recalculation
            • Tranche loan process
            • Loan with term vary based on loan cycle
            • How to Place Guarantee Funds On-Hold?
          • Overdraft account
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            • How To Create Group Saving Account
          • Share Accounts
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  1. MifosX
  2. User Manual
  3. For All Users
  4. General Navigation

Form Page

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Last updated 5 years ago

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The Form Page layout is used to fill in the field values related to a single occurrence of a type of information in the Mifos X platform. The Form Page is used when creating or editing information.

The mifos button (in blue) on the menu bar and the are available on form pages.

The grey bar under the Mifos menu bar provides context for the form fields displayed under it.

The remainder of a form page displays labels and fields, action buttons, and (optionally) links to additional information.

Labels are static and are paired with a field, or are used as headers to tie together a group of related fields.

The type of data that can be entered into a field determines the appearance of the field on the form:

  • List fields display a single down arrow or a pair of up/down arrows on the right side of the field. When you click a list field, a list of available and allowable values pop-up. To select the desired value, click on it.

  • Date fields and free form entry fields appear the same on a form page. However, when a date field gets focus (by tabbing or clicking on it), a calendar will pop up. Navigate the calendar pop-up to select the correct date value.

  • Free form entry fields are used to fill in values using a combination of letters and numbers. Some fields, however, are restricted to numbers only. If letters are typed into a number-only field, an error will be displayed after the Submit button is clicked.

  • Check boxes are small square boxes. Check boxes are either turned on (checked) or off (not checked). When you tab on a check box, its border will turn blue indicating that it has focus. If a check box is unchecked, clicking on it or pressing the space bar (when it has focus) will turn it on. If a check box is checked, clicking on it or pressing the space bar (when it has focus) will turn it off.

Fields that are mandatory must have a value in them in order to save the form. These are indicated by a red "*" (asterisk) beside their labels.

Like other page formats, forms use a bright blue color to indicate actions. Form pages usually have at least a bright blue Submit action button. To save the information entered into a form, click the Submit action button. The grey (or sometimes orange) Cancel button exits the form without committing any changes.

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