How to create a custom table attribute in the Requirements app?

Updated on October 11, 2022 07:35AM by Admin

Requirements App assists you with the capability needed to complete a specific process or an entire work process. Using the Apptivo Requirements App, create a requirement with the necessary details and convert it to a project. The Requirements App allows you to create a custom table that is not provided by default through Master Layout. These are business attributes that support you to customize your business with the custom fields.

Steps to create a custom table attribute:

  • Log in and access the Requirements App from the universal menu bar.
  • Click on More(...) icon and select Settings from the app header.
 
Requirements - Settings
 
  • On the Settings page, go to Customize app → Master Layout.
  • Drag and drop the Table section which is under the Palette tab.
 
Requirements - ML Table Sec
 
  • In the table section, you can drag and drop your own custom attributes with text, drop-down, etc.
 
Requirements - Text Attributes
 
  • The Inspector tab allows you to enter the details of the selected specific field and also with more functionality to enhance the workflow.
 
Requirements - Ins Table Name
 
  • Similarly, you can customize the table with the Form Layout, Default State, Numbering, Visibility, Actions, Security, and Background under the Inspector tab.
  • You can change the attribute name and the properties of the attributes as per your business preferences.
 
Requirements - Tab Col Name
 
  • Follow the same procedure for all the attributes.
  • Once the custom table is customized, click on the Save button to update the changes.
 
Requirements - ML Save
 
  • Now the table will be available on the Requirement overview page.
 
Requirements - Final SS