How do I create Custom Attributes in Distributors App?

Updated on July 27, 2017 11:40PM by Admin

Custom attributes

Custom attributes or the Master layout are the common features for all apps. These are like business attributes which support you to customize your business with the custom fields. They can be quickly and easily added for customization. Distributors app allows you to add any custom fields that aren't provided on the creation page by default. You can load your creation page with new sections and fill them up with your own text fields, radio buttons, drop downs, etc.

Steps to create custom attributes

  1. Log in and access Distributors app from your universal navigation menu bar.
  2. Click on “More -> Settings” icon located at the app header bar.

  3. Click on "Customize App -> Master layout" from the left navigation panel.
    master layout

  4. If you are standard plan user, then you need to upgrade your account to use this feature. It would be notified as below:

    upgrade plan 
  5. You can view custom attributes dashboard with following fields:
    1. Sections: Click on “One Column” or “Two Column” section to create custom sections.
    2. Attributes: Drag and drop attributes in sections.
      • Text - Text field for entering text values.
      • Date - Date field for choosing date.
      • Number - Number field for entering number.
      • Currency - Currency field for entering currency values.
      • Radio - Radio fields for opting the values.
      • Check box - Check box field for choosing multiple values.
      • Drop down - Drop down field for choosing a specific value from a list.
      • Link - Link field for entering URL’s.
      • Text area - Text area field provides description field for entering text.
      • Address - Address field for entering address.
      • File - File field for attaching documents or files.
      • Spacer - Spacer field for providing space. 
      • Function - Function field provides with various functions. 
      • Ref app - Ref app provides reference for various apps.
      • Ref app field - Ref app field provides drop down of various reference field.
      • Phone - Phone field for entering a phone number.
      • Email - Email field for entering the email.
      • Finkey - Finkey field helps in financial accounting. 
      • Account - Account field helps in accounting.
      • Conkey - Conkey field helps in financial accounting.master layout
  6. Drag and drop necessary attributes in the sections.
  7. Click on “Save” button to update changes.

Related Links

Read more about: