The Master Layout is common for all apps which helps you to customize the app with the custom field according to your business needs. Text Attribute helps you to add the additional information required for your business.
Consider adding the Date Attribute in the Customers App to get the current date when a customer is created. Please follow the steps.
Steps to follow
- Log in and access the Customer App from the Navigation Menu.
- Click on the More icon (...) and select the Settings.
- Click on the Customize App dropdown from the Left Panel.
- Then, click on the Master Layout drop-down and select customers.
- Select the Date Attribute from the Right Side Palette and drop on the customer information form.
- Click on the Date Attribute, that will navigate to the Inspector Tab on the Right side.
- In the Inspector tab, you can change the attribute name in the Custom Name section. Here, we are setting the label name as Created On.
- Then, enable the Default value in the Default Behavior Section.
- From the Type Drop-down, you can view the Static and Dynamic.
- With the Static Selection, you can set the static date for Customer creation. For Example, you want to set a static date for the customer creation you can select Static in the Type and particular date in the Date Value.
- With the Dynamic Selection, you can set the custom system time. Select the Type as Dynamic. Then, click on the Custom Date button.
- In the Function Editor, Select Today so that the system date will get updated automatically. Then, click on the Create button.
- You can view the changes in the Customer Create Page.
Please note the date once added during the creation of a customer does not change automatically everyday. It will only display the date when the record was created.
