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How To

How to set a field as Single Line Text?

1. "Drag and Drop" the desired field into the layout creation area.
2. Select "Single Line Text" field type from the Drop-Down menu.
3. To set Security, check against "Mandatory" or "Read only".
4. Set Character Length.
5. Set Appearance
• Initial Value (Provide input that will appear as default text).
• Help Card(Text you enter acts as a tooltip, when the end user moves the mouse on the icon).
6. Click on Done.

How to set a field as Multi Line Text?

1. "Drag and Drop" the desired field into the layout creation area.
2. Select "Multi Line Text" field type from the Drop-Down menu.
3. To set Security, check against "Mandatory" or "Read only".
4. Set Appearance
• Initial Value (Provide input that will appear as default text).
• Help Card(Text you enter acts as a tooltip, when the end user moves the mouse on the icon).
5. Click on Done.

How to set a field as Drop-Down Box?

1. "Drag and Drop" the desired field into the layout creation area.
2. Select "Drop-Down Box" field type from the Drop-Down box.
3. Enter your options in "Enter Choices" field.
4. To set Security, check against "Mandatory" or "Read only".
5. Set Appearance
• Help Card(Text you enter acts as a tooltip, when the end user moves the mouse on the icon).
6. Click on Done.

How to set a field as Check Box?



1. "Drag and Drop" the desired field into the layout creation area.
2. Select "Check Box" field type from the Drop-Down menu.
3. Enter your options in "Enter Choices" field.
4. To set Security, check against "Mandatory" or "Read only".
5. Set Appearance
• Help Card(Text you enter acts as a tooltip, when the end user moves the mouse on the icon).
6. Click on Done.

How to set a field as Radio Button?



1. "Drag and Drop" the desired field into the layout creation area.
2. Select "Radio Button" field type from the Drop-Down menu.
3. Enter your options in "Enter Choices" field.
4. To set Security, check against "Mandatory" or "Read only".
5. Set Appearance
• Help Card(Text you enter acts as a tooltip, when the end user moves the mouse on the icon).
6. Click on Done.

Example to Customize the Title Attribute



1. "Drag and Drop" the Title attribute into the layout creation area.
2. Select "Radio Button" field type from the Drop-Down menu.
3. Enter your options in the "Enter Choices" field (as shown in the above figure).
4. To set Security, check against "Mandatory" or "Read only".
5. Set Appearance
• Help Card(Text you enter acts as a tooltip, when the end user moves the mouse on the icon).
6. Click on Done.

Example to Customize the Department Attribute



1. "Drag and Drop" the Department attribute into the layout creation area.
2. Select "Drop Down Box" field type from the Drop-Down menu.
3. Enter your options in the "Enter Choices" field (as shown in the above figure).
4. To set Security, check against "Mandatory" or "Read only".
5. Set Appearance
• Help Card(Text you enter acts as a tooltip, when the end user moves the mouse on the icon).
6. Click on Done.

Example to Customize the Manager Attribute

Default Field Type:



1. "Drag and Drop" the Manager attribute into the layout creation area.
2. "Default Field Type" option is preselected in the Drop Down menu.
3. To set Security, check against "Mandatory" or "Read only".
4. Set Appearance
• Initial Value (Provide input that will appear as default text).
• Help Card(Text you enter acts as a tooltip, when the end user moves the mouse on the icon).
5. Click on Done.

Drop Down Box:



1. "Drag and Drop" the Manager attribute into the layout creation area.
2. Select "Drop Down Box" field type from the Drop-Down menu.
3. Enter your options in the "Enter Choices" field (as shown in the above figure).
4. To set Security, check against "Mandatory" or "Read only".
5. Set Appearance
• Help Card(Text you enter acts as a tooltip, when the end user moves the mouse on the icon).
6. Click on Done.
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