Add an attribute form extension
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From Administration, click Attribute categories. The Attribute Categories page appears. |
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On the Attribute form extensions tab, click Add. The Add attribute form extension screen appears. |
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3.
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In the Data form field, click the binoculars to search for a form or page to modify. A search screen appears. You can search name, record type, and whether the form is in Add, Edit, or View mode. |
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4.
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In the Render style field, select whether to create a tab or section. |
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If you select “Tab,” the program adds a tab to the right of any existing tabs. In the Tab caption field, enter a label for the new tab. |
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If you select “After parent,” the program adds a section below the existing content. If the form or page includes tabs, the section appears on the first tab. In the Group caption field, enter a label for the new section. |
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5.
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Under Name, select the attribute categories to include on the form extension and click the right arrow. Attribute categories only appear under Name when their record type matches the record type of the form or page you select in the Data form field. |
Note: Form extensions require attribute categories to limit attributes to one per record. If an attribute category allows multiple attributes per record, it does not appear under Name. When you create attribute categories, you must select Allow only one per record.
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To require users to enter an attribute, select the Required checkbox for the attribute category. |
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7.
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If you include multiple attribute categories, use the up and down arrows to arrange the order. |
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8.
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Click Save. You return to the Attribute Categories page. The program creates the tab or section that allows users to enter attribute information on the form or page you select. |
Note: To disable a form extension, select it and click Disable. For more information, see Disable or Enable Attribute Form Extensions.