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Custom Form Creation In Infor CloudSuite Industrial

6/23/25 1:51 PM

Custom form creation

This article is part of our CloudSuite Industrial Feature Focus series.

Each post highlights a specific feature within Infor CloudSuite Industrial (CSI). In this one, we’re exploring Custom Form Creation, a capability in the Mongoose platform that allows you to build new ERP screens without custom code.

Here’s what we’re focusing on today:

  • Feature: Custom Form Creation
  • Framework: Mongoose
  • Product: Infor CloudSuite Industrial ERP

Custom Form Creation Overview

CSI allows users to create entirely new ERP forms using the same framework the application is built on: Mongoose. These custom forms let you extend CSI to manage unique business processes that aren’t covered by the standard system, like tracking legacy data, managing inspection logs, or replacing Excel-based processes.

Using drag-and-drop tools and wizards, you can define data entry screens, list views, and workflows without writing code. These forms can interact with existing tables or custom ones you define through the IDO (Intelligent Data Object) layer. Since all customizations are layered on top of CSI, your forms remain upgrade-safe and secure.

Expert’s Take on Custom Form Creation

Nick Mendolia, Director of Client Solutions at Visual South, explains how custom forms bring power and flexibility to CSI without needing separate tools:

“If you’re doing something in Excel because there’s no place for it in the ERP, we can build a form for it inside CSI using Mongoose without needing a developer.”

Nick emphasizes that this isn’t just about convenience, it’s about long-term maintainability. “You can build forms for legacy data, inspection data, or even forms to hold notes or checklists,” he says. “And the best part is, those forms live inside the ERP, so they’re upgrade-safe and fully integrated.”

He also notes that forms can be created with wizards for rapid deployment, making this an accessible tool for both IT and savvy business users.

Quality Management Micro Demo

Want to see how to modify forms in CloudSuite Industrial? Watch this short micro-demo, part of our 20-video demo series on CSI.

 

Related CloudSuite Industrial Resources

Want help turning Excel processes into built-in ERP functionality? Let’s talk.

Want to see CloudSuite Industrial in action? Access the full demo gallery below.

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Nick Mendolia

Written by Nick Mendolia

Nick is the Director of Client Solutions at Visual South and has been working in the Manufacturing industry for over 35 years, including roles as Tool & Die Maker, Machine Shop Foreman, and Director of Manufacturing. He has been involved in many ERP implementations as a customer and consultant. Nick has been with Visual South since 2003.