How do I Create Custom Attributes in Move Transactions App?

Updated on April 13, 2017 03:40AM by Admin

Customize App settings provides common features for customizing Move transactions app. These are like business attributes which supports you to customize your business with the custom fields. They can be quickly and easily added for customization.

Move transactions 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 "Move transactions App" from your universal navigation menu bar.
    move-transactions
  2. Click on "More" icon and select "Settings" located at the app header bar.
    settings
  3. Click on "Customize App" drop down from the left navigation panel and select the Master Layout to customize the layout.
    customize-master-layout
  4. If you are standard plan user, then you need to upgrade your account to use this feature. It would be notified as below:
    upgrade-plan
  5. You can view custom attributes dashboard with following fields under "Palette" tab:
    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.
      • Toggle - Toggle 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.
      • Textarea - Text area field is to add any kind of text formats and alignments that helps user to store a descriptive data.
      • Address - Address has a set of default fields such as Address type, Address Line 1, Address Line 2, City, State, Zipcode, Country.
      • File - File field is used for attaching documents or notes.
      • Spacer - Spacer field is to add space between two fields if required
      • Link - Link field for entering URL’s.
  6. Drag and drop necessary attributes in the sections.
  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
    master-layout
For Instance:

Here, creating the fields as "Remarks" into Move transaction Information. Inspector allows you to change the Attribute name.