- 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)
Image Added
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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)
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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: |
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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
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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 Image Added |
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- Log in as Admin user
- On user’s menu panel, go to System Manager folder then
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- click Custom Fields
From Search Custom Field screen, click New toolbar button to open a new Custom Fields screen - Select values on the header fields (Screen Name, Tab Name, Layout, Description)
Image Modified Module field is automatically filled with the module parent of the selected Screen Name.
- Select/enter details on the grid (Field Name, Field Type, Field Size, Control Type,
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- and Location)
Image Modified Field Types
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- can be any of the following:
Image Modified Control Type
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- is automatically filled when
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- toolbar button once done
Info |
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Users can preview how the fields will look by going to the Preview tab Image Added |
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- Log in as Admin user
- On user’s menu panel, go to System Manager folder then click Custom Fields
From Search Custom Field screen, click New toolbar button to open a new Custom Fields screen - Select values on the header fields (Screen Name, Tab Name, Layout, Description)
Module field is automatically filled with the module of the selected Screen Name.
- Select/enter details on the grid (Field Name, Field Type, Field Size, Control Type, and Location)
Field Types can be any of the following:
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. - Click Save toolbar button once done
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Expand |
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- Log in as Admin user
- On user’s menu panel, go to System Manager folder then click Custom Fields
From Search Custom Field screen, click New toolbar button to open a new Custom Fields screen - Select values on the header fields (Screen Name, Tab Name, Layout, Description)
Module field is automatically filled with the module of the selected Screen Name.
- Select/enter details on the grid (Field Name, Field Type, Field Size, Control Type, and Location)
Field Types can be any of the following: Image Added 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. - Click Save toolbar button once done
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- Log in as Admin user
- Expand Admin folder then double click Custom fields.
- If there are existing records, Search Custom Field screen will open
- If there is no existing record, the new Custom Fields screen will open
From Search Custom Field screen, click New toolbar button to open a new Custom Fields screen Image Added - Select values on the header fields (Screen Name, Tab Name, Layout, Description)
Image Added Module field is automatically filled with the module of the selected Screen Name.
- Select/enter details on the grid (Field Name, Field Type, Field Size, Control Type, and Location)
Image Added Field Types can be any of the following: Image Added 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. - Click Save toolbar button once done
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Expand |
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- Log in as Admin user
- Expand Admin folder then double click Custom fields.
- If there are existing records, Search Custom Field screen will open
- If there is no existing record, the new Custom Fields screen will open
From Search Custom Field screen, click New toolbar button to open a new Custom Fields screen Image Added - Select values on the header fields (Screen Name, Tab Name, Layout, Description)
Image Added Module field is automatically filled with the module of the selected Screen Name.
- Select/enter details on the grid (Field Name, Field Type, Field Size, Control Type, and Location)
Image Added Field Types can be any of the following: Image Modified 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. - Click Save toolbar button once done
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