How do I Create Custom Attributes in Notes App?

Updated on May 12, 2016 04:35AM by Admin

Notes App has several groups of configuration settings that allow you to adjust the way the app functions. To configure your Notes App, start off by

Steps to Customize App

  1. Log in and access "Notes" App from your universal navigation menu bar under the category "Collaboration".
    Note Tab
  2. Select “Settings” located at the app header bar.
    Notes Settings
  3. Select on "Customize App" drop down and select "Master Layout" drop down from the left navigation panel.
    Customize App
  4. f you are standard plan user, then you need to upgrade your account to use this feature. It would be notified as below:
    Plan Upgrade Popup
  5. You can view custom attributes dashboard with following fields under "Palette" tab
    • Sections: Click on “One Column” or “Two Column” section to create custom sections.
    • 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.
    • Toggle - Toggle button 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 - In order to enter paragraph on the object 
    • Address - Address information
    • File - Allows you to attach files and documents
    • Spacer - It allows to generate the space between attributes
      Customize App Overview
  6. Drag and drop necessary attributes under "Notes Details" sections. Also You can add new sections for notes.
    Palette View
  7. In Master Layout there are another two tabs "Inspector" and "Revision".
  8. Inspector tab allows to give the details of the selected specific field , Revision tab allows to view the past changes made in the master layout and also we can restore that revision

For Instance:

Here, creating the fields such as "Project" has made into Notes details and click on "Save" button. Inspector allows you to change the Attribute name.

Custom Attributes