How do I Configure File Attribute in Master Layout?

Updated on January 17, 2018 05:04AM by Admin

The Master layout is common for all Apps which supports you to customize your business with custom fields. File attribute helps you to browse your files needed to be attached to the corresponding apps. Every app of Apptivo makes use of File attribute and this attribute can be configured in Master layout of all the Apps.

Follow here the steps to configure File Attribute. (For instance - We will configure File Attribute in Opportunities App)

Steps to Configure File Attribute in Master Layout

  1. Log in and access Opportunities App from universal navigation menu bar.
  2. Click on “More” and select “Settings” from App header bar.
    settings
  3. Click on “Customize App” drop-down and select “Master layout” from the left navigation panel.
    Note: If you are standard plan user, then you need to upgrade your account to use this master layout feature.It would be notified as below:
    plan upgrade
  4. You can view the Master layout page. Now, we can drag and drop the necessary attributes required for your business.
    master layout
  5. In Palette section, move to "Attributes" and scroll down till you reach the "File" attribute.
  6. Drag the File Attribute and drop in the section where you needed in Master layout.
    file attribute
  7. You can rename the attribute as per your wish. By clicking on the Attribute, you will be seen the Inspector tab where you can rename the attribute. For instance: Opportunity File
    inspector tab
  8. Click on "Save" button to get updated.
  9. Now move back to Opportunities home page and click on "Create" button to create a new opportunity.
    view attribute
  10. You can view the "File" attribute placed. Browse for your required file.        

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