Configuring a custom form in APQP/PPAP
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Prerequisites
- Access the Settings menu > Custom Form (AP047).
- Knowledge of the forms and records used in the organization's APQP/PPAP process.
- Pre-configured APQP/PPAP types, where applicable.
Presentation
Customized forms allow you to adapt APQP/PPAP to the organization's needs, ensuring flexibility and standardization in information recording.
See below for instructions on how to configure it.
Configure custom form
1. Access the Settings menu > Custom Form (AP047).
2. Click the Add button to create a new custom form or select an existing record for editing.
3. Fill in the form's identification fields, such as:
- Identifier : form code.
- Name : Description of the form.
- Description (optional): purpose or context of use of the form.
4. Define the fields that will make up the form, establishing:
- Field type (text, number, date, list, among others);
- This form is mandatory;
- Size, formatting, and validation rules, when applicable.
5. Configure how the form will be used in APQP/PPAP, considering its application in specific activities, reviews, or process steps.
6. After completing all the settings, click the button 
to finish registering the customized form.
- Customized forms can be reused across different APQP/PPAPs and templates.
- Changes to forms already in use should be evaluated carefully, as they may impact existing records.
- The use of customized forms increases the system's flexibility without compromising the standardization of information.
- To learn more about configuring a file form type, consult the documentation by clicking here .
- To learn more about registering file forms, please consult the documentation by clicking here .
Conclusion
The custom form configuration allows SoftExpert APQP/PPAP to be adapted to the specific needs of the organization, ensuring flexibility, standardization, and control of the recorded information.
With well-defined forms, the planning and execution process of APQP/PPAPs becomes more consistent, reliable, and aligned with the practices and requirements adopted by the organization.