How do I create custom attributes in kit orders app?

Updated on October 13, 2020 07:11AM by Admin

Kit Orders App allows you to add any custom fields that aren't provided on the creation page by default. These are like business attributes that support you to customize your business with the custom fields. They can be quickly and easily added for customization. You can load your creation page with new sections and fill them up with your own text fields, radio buttons, dropdowns, etc.

Steps to create custom attributes

  • Log in and access the Kit Orders App from your universal navigation menu.
  • Click on the “More → Settings” icon located at the app header bar.
Kit Orders

  • Click on "Customize App → Master layout" from the left navigation panel.
Master Layout

  • If you are a standard plan user, then you need to upgrade your account to use this feature.
Plan Upgrade

  • You can view the custom attributes dashboard with the following fields:
  • Sections: Click on the “One Column” or “Two Column section to create custom sections.
  • Reference Section to create a reference or share sections with other Apptivo Apps.
  • Table Section to create a section in table format.

  • Attributes: Drag and drop attributes in sections.
    • Text - Text field for entering text values.
    • Date - Date field for choosing a date.
    • Number - Number field for entering a number.
    • Currency - Currency field for entering currency values.
    • Radio - Radio fields for opting for the values.
    • Checkbox - Checkbox field for choosing multiple values.
    • Dropdown - Drop downfield for choosing a specific value from a list.
    • Link - Link field for entering URL.
    • Text area - The text area field provides a description field for entering text.
    • Address - Address field for providing an address.
    • Spacer - Spacer field for providing space.
    • Function - Function field provides various functions.
    • Ref App - Ref app provides a reference for various apps.
    • Ref App field - Ref app field provides a drop-down of various reference fields.
    • Phone - Phone field for entering a phone number.
    • Email - Email field for entering an email.
    • Finkey - Finkey field helps in financial accounting.
    • Account - The account field helps in providing an account.
    • Conkey - Conkey field helps in financial accounting.
  • You can Drag and drop the necessary attributes in the sections and save it to make completed.

  • For instance: Consider an employee, who wants to add a custom section “Detailed Information” with the custom fields “Description” and “Category”. In that case, you can add these additional attributes by customizing the master layout.
  • Drag the “Two Column” section from the “Palette” and drop it on the specified location.
Two Column

  • Click on the section name and rename it as “Detailed Information” in the “Inspector” tab.
Inspector Tab

  • Now, to insert attributes, drag and drop the attributes from the “Attributes” section under “Palette”.
  • Click on the “Save” button to make the custom fields to be saved in the Master layout.
Drag and Drop

  • You can view the custom fields in the Kit Orders Creation page.
Create Kit Order

Related Links