How do I create custom attributes in ideas app?

Updated on July 19, 2017 05:16AM by Admin

Custom Attributes

Custom attributes are the common features for all apps. These are like business attributes which support you to customize your business with the custom fields. They can be quickly and easily added for customization. Ideas App allows you to add any custom fields that aren't provided on the creation page by default. You can load your creation page with new sections and fill them up with your own text fields, radio buttons, drop downs, etc.   

Steps to create custom attributes

  1. Log in and access Ideas App from your universal navigation menu bar.
  2. Click on “More -> Settings” icon located at the app header bar.
    settings

  3. Click on "Customize app -> Master layout " from the left navigation panel.

    customize app
  4. If you are standard plan user, then you need to upgrade your account to use this feature. It would be notified as below:

    plan upgrade 
  5. You can view custom attributes dashboard with following fields:
    1. Sections: Click on “One Column” or “Two Column” section to create custom sections.
    2. Attributes: Drag and drop attributes in sections.
      • Text - Text field for entering text values.
      • Date - Date field for choosing date.
      • Number - Number field for entering number.
      • Currency - Currency field for entering currency values.
      • Radio - Radio fields for opting the values.
      • Check box - Check box field for choosing multiple values.
      • Drop down - Drop down field for choosing a specific value from a list.
      • Link - Link field for entering URL’s.
      • Text area - Text area field for entering text.
      • Address - Address field for providing an address.
      • File - File field for attaching a required file.
      • Spacer - Spacer field for providing a space.
      • Function - Function field for providing a required functions 
      • Reference app - Reference app provides reference for various apps. 
      • Reference app field - Reference app field provides drop down of various reference fields.
      • Phone - Phone field for providing phone number.
      • Email - Email field for providing email.
      • Finkey - Finkey field for financial accounting. 
      • Account - Account field helps in providing accounts.
      • Conkey - Conkey field helps in financial accounting.

        master layout
  6. Drag and drop necessary attributes in sections.
  7. Click on “Update” button to complete.  

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