Understand editable fields and form defaults
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
This guide explains that which values can be changed and which values remain system-controlled.
Where to goAdmin Area → Delivery Note → View note → Edit
What this guide helps you do
Know which values can be changed and which values remain system-controlled. This guide follows the supplied Delivery Note module’s live hooks, controller actions, model rules, views and stored side effects.
Follow these steps
- Go to an unsigned note.
- Check the editable delivery fields.
- Leave system identifiers unchanged because they are not exposed in the form.
- Save required changes and verify the detail page.
Fields and options
- Editable: delivery_date, delivery_method, delivered_by, tracking_reference, recipient_name, recipient_email, delivery_address, notes
- System-controlled: ID, invoice ID, client ID, reference, secure token, status, snapshots, signature evidence, created/updated metadata
Rules and limits
- On create, Delivery Date defaults to today and Address defaults from client billing data.
- On edit, the stored values populate the form.
- The supplied form does not change invoice items, prices, client record or token.
Check it worked
- Only delivery-operational fields change; identifiers and retained evidence remain stable.
Safety checks and troubleshooting
- Do not use direct database edits to change system-controlled fields.
Stay within the supported flowDo not force database values, expose secure tokens, bypass permission checks, replace a stored signature or invent a status or interface that the supplied code does not implement.
Related guides
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