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- Log in as Admin user
- On user’s menu panel, go to System Manager folder then click Custom Tab Designer
From Search Custom Field screen, click New toolbar button to open a new Custom Tab Designer screen
Select values on the header fields (Screen Name, Tab Name, Layout, Description)
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- Field NameDescription
Screen Name A combo box that will list all the screens in i21. Module A read-only field displaying the module the selected Screen belongs to. Tab Name The name of the Tab where the custom fields will be displayed. Layout A combo box displaying 3 layout options (1 Column, 2 Columns or 3 Columns). This will determine the number of columns the Tab will display. Description A detailed description of the custom fields.
Module field is automatically filled with the module parent of the selected Screen Name. Select/enter details on the grid (Control Name, Type, Action, Flex, and Location)
Control Type is automatically filled when a Field Type is selected. A Text type can be a Text Box, Text Area, or a Combo box.
Control Name The name of the custom field that will be displayed as the label.
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Type A combo box displaying a list of Field Types to choose from. This list should include the following: - Text Box
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- Text Area
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The field size will vary depending on the selected Field Type
- Text fields = numeric value of the maximum number of characters for that field.
- Integer = numeric value displaying the maximum number of digits for that field.
- Decimal = numeric value displaying the maximum number of decimal places for that field.
- Date = None
- Bit = None
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- Text Box
- Text Area
- Checkbox
- Combo Box
- Date
- Numeric
- Combo box
- Grid
- Integer
- Decimal
- Date
- Checkbox
Action Shows Create/Edit button for combo box and grid types
Flex Defines how much space the control will take up Location A combo box displaying the Layout options. For example, if they user selected 2 Columns layout then the Location combo should list (Column 1 and Column 2).
This will determine which column the selected field will be displayed on the tab.
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- Click Save toolbar button once done
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Users can preview how the fields will look by going to the Preview tab |
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