Create Custom Fields - Revision history

DavidG: Added additional info to procedure.

2020-01-24T22:27:02Z

Added additional info to procedure.

← Older revision		Revision as of 22:27, 24 January 2020
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	## Check "Show on Dispatch" to have this field show in dispatch.		## Check "Show on Dispatch" to have this field show in dispatch.
	## [[File:CustomPortalShow.png]]		## [[File:CustomPortalShow.png]]
	# Click '''Save'''.		# Click '''Update Custom Table''' and '''Save'''.

Marks at 16:24, 29 January 2015

2015-01-29T16:24:02Z

← Older revision		Revision as of 16:24, 29 January 2015
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	## '''Height''' – Number of pixels high the cell is.		## '''Height''' – Number of pixels high the cell is.
	## '''Width''' – Number of pixels wide the cell is.		## '''Width''' – Number of pixels wide the cell is.
	# Check "Show in Tech Portal" to have this field show in the Mobile Tech for SME products.		# Select the options to show in other SME mobile and portal apps:
	# Check "Show in Customer Portal" to have this field show in customer portal		## Check "Show in Tech Portal" to have this field show in the Mobile Tech for SME products.
	# Check "Show on Dispatch" to have this field show in dispatch.		## Check "Show in Customer Portal" to have this field show in customer portal
			## Check "Show on Dispatch" to have this field show in dispatch.
			## [[File:CustomPortalShow.png]]
	# Click '''Save'''.		# Click '''Save'''.

Marks at 16:20, 29 January 2015

2015-01-29T16:20:24Z

← Older revision		Revision as of 16:20, 29 January 2015
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	# Click Edit.		# Click Edit.
	# Click [[File:PlusSign.jpg]] at the bottom of the Custom Table Designer.		# Click [[File:PlusSign.jpg]] at the bottom of the Custom Table Designer.
			## [[File:AddNewField.jpg]]
	[[File:AddNewField.jpg]]

	# Notice a line was added to the Design tab.		# Notice a line was added to the Design tab.
			## [[File:NewFieldRow.jpg]]
	~~<br>~~[[File:NewFieldRow.jpg]]

	# In the Field Name and Field Description, enter the name of the field. If the name is more than one word, remove the spaces between the words in the Field Name column. This is the database field. The Field Description is the name that shows on the custom tab.		# In the Field Name and Field Description, enter the name of the field. If the name is more than one word, remove the spaces between the words in the Field Name column. This is the database field. The Field Description is the name that shows on the custom tab.
	# Select the '''Field Type'''.		# Select the '''Field Type'''.
	# Place the field on the custom tab using the following columns:		# Place the field on the custom tab using the following columns:
	~~<br>~~'''Left''' – number of pixels from the left side of the tab.		## '''Left''' – number of pixels from the left side of the tab.
	~~<br>~~'''Top''' – Number of pixels from the top of the tab.		## '''Top''' – Number of pixels from the top of the tab.
	~~<br>~~'''Height''' – Number of pixels high the cell is.		## '''Height''' – Number of pixels high the cell is.
	~~<br>~~'''Width''' – Number of pixels wide the cell is.		## '''Width''' – Number of pixels wide the cell is.
	# Check "Show in Tech Portal" to have this field show in the Mobile Tech for SME products.		# Check "Show in Tech Portal" to have this field show in the Mobile Tech for SME products.
	# Check "Show in Customer Portal" to have this field show in customer portal		# Check "Show in Customer Portal" to have this field show in customer portal

Marks at 16:19, 29 January 2015

2015-01-29T16:19:31Z

← Older revision		Revision as of 16:19, 29 January 2015
Line 1:		Line 1:
	1.Go to Utilities module.		# Go to Utilities module.
	~~<br>2.~~ Click Custom Tabs.		# Click Custom Tabs.
	~~<br>3.~~ Click Run It.		# Click Run It. The Custom Table Designer window will open. This is where you will select what module you are adding the tab and fields to. You will assign a name for the tab and layout the custom fields on the tab.
	The Custom Table Designer window will open. This is where you will select what module you are adding the tab and fields to. You will assign a name for the tab and layout the custom fields on the tab.		# Click New.
	~~<br>4.~~ Click New.		# In the Module field, select the module you want to add a new custom tab to.
	~~<br>5.~~ In the Module field, select the module you want to add a new custom tab to.		# In the Tab Name field, enter a name for the custom tab.
	~~<br>6.~~ In the Tab Name field, enter a name for the custom tab.		# Click Save. Now the tab is created, you can start adding the fields to the new tab.
	~~<br>7.~~ Click Save.		# Click Edit.
	Now the tab is created, you can start adding the fields to the new tab.		# Click [[File:PlusSign.jpg]] at the bottom of the Custom Table Designer.
	~~<br>8.~~ Click Edit.
	~~<br>9.~~ Click [[File:PlusSign.jpg]] at the bottom of the Custom Table Designer.

	[[File:AddNewField.jpg]]		[[File:AddNewField.jpg]]

	~~<br>10.~~ Notice a line was added to the Design tab.		# Notice a line was added to the Design tab.

	<br>[[File:NewFieldRow.jpg]]		<br>[[File:NewFieldRow.jpg]]

	~~<br>11.~~ In the Field Name and Field Description, enter the name of the field. If the name is more than one word, remove the spaces between the words in the Field Name column. This is the database field. The Field Description is the name that shows on the custom tab.		# In the Field Name and Field Description, enter the name of the field. If the name is more than one word, remove the spaces between the words in the Field Name column. This is the database field. The Field Description is the name that shows on the custom tab.
	~~<br>12.~~ Select the '''Field Type'''.		# Select the '''Field Type'''.
	~~<br>13.~~ Place the field on the custom tab using the following columns:		# Place the field on the custom tab using the following columns:
	<br>'''Left''' – number of pixels from the left side of the tab.		<br>'''Left''' – number of pixels from the left side of the tab.
	<br>'''Top''' – Number of pixels from the top of the tab.		<br>'''Top''' – Number of pixels from the top of the tab.
	<br>'''Height''' – Number of pixels high the cell is.		<br>'''Height''' – Number of pixels high the cell is.
	<br>'''Width''' – Number of pixels wide the cell is.		<br>'''Width''' – Number of pixels wide the cell is.
	~~<br>14~~. Click '''Save'''.		# Check "Show in Tech Portal" to have this field show in the Mobile Tech for SME products.
			# Check "Show in Customer Portal" to have this field show in customer portal
			# Check "Show on Dispatch" to have this field show in dispatch.
			# Click '''Save'''.

Moha: Created page with "1.Go to Utilities module.
2. Click Custom Tabs.
3. Click Run It. The Custom Table Designer window will open. This is where you will select what module you are..."

2011-06-07T21:59:51Z

Created page with "1.Go to Utilities module. 2. Click Custom Tabs. 3. Click Run It. The Custom Table Designer window will open. This is where you will select what module you are..."

New page

1.Go to Utilities module.
 2. Click Custom Tabs.
 3. Click Run It.
The Custom Table Designer window will open. This is where you will select what module you are adding the tab and fields to. You will assign a name for the tab and layout the custom fields on the tab.
 4. Click New.
 5. In the Module field, select the module you want to add a new custom tab to.
 6. In the Tab Name field, enter a name for the custom tab.
 7. Click Save.
Now the tab is created, you can start adding the fields to the new tab.
 8. Click Edit.
 9. Click [[File:PlusSign.jpg]] at the bottom of the Custom Table Designer.

[[File:AddNewField.jpg]]

 10. Notice a line was added to the Design tab.

 [[File:NewFieldRow.jpg]]

 11. In the Field Name and Field Description, enter the name of the field. If the name is more than one word, remove the spaces between the words in the Field Name column. This is the database field. The Field Description is the name that shows on the custom tab.
 12. Select the '''Field Type'''.
 13. Place the field on the custom tab using the following columns:
 '''Left''' – number of pixels from the left side of the tab.
 '''Top''' – Number of pixels from the top of the tab.
 '''Height''' – Number of pixels high the cell is.
 '''Width''' – Number of pixels wide the cell is.
 14. Click '''Save'''.

'''**NOTE**''' It is not advised to change the field type once you started to enter data into the field. If you decide to change the field type after data is entered into the field, then all the data that was entered into the original field type will be lost.

[[File:Examples.jpg]]

[[File:WidthExamples.jpg]]

Preview what the fields will look like by clicking the View tab in the Custom Table Designer window.

[[File:Preview.jpg]]

To see the custom tab in the module, close and reopen SME. Go the module and select the Custom Tab.

Create Custom Fields - Revision history

DavidG: Added additional info to procedure.

Marks at 16:24, 29 January 2015

Marks at 16:20, 29 January 2015

Marks at 16:19, 29 January 2015

Moha: Created page with "1.Go to Utilities module. 2. Click Custom Tabs. 3. Click Run It. The Custom Table Designer window will open. This is where you will select what module you are..."

Moha: Created page with "1.Go to Utilities module.
2. Click Custom Tabs.
3. Click Run It. The Custom Table Designer window will open. This is where you will select what module you are..."