Differences

This shows you the differences between two versions of the page.

--- design_custom_info [2021/09/06 09:37] – created darryl
+++ design_custom_info [2021/09/06 09:59] (current) – external edit 127.0.0.1
@@ Line 1: / Line 1: @@
 ====== Design Custom Info ======
-The Design Custom Info screen is used to create your 'Extra Info' tabs which appear against the [[Customer]], [[Site]], [[Equipment]] and [[Quote]] screens.
+The Design Custom Info screen is used to create your 'Extra Info' tabs which appear against the [[Customer]], [[Site]], [[Equipment]] and [[Quote]] screens. When you open this screen, you can use the dropdown field at the top to pick which of these screen types you wish to create/edit.
+{{ :designcustominfo.png?800 |}}
+You can add individual Tabs which can be used for different purposes & made specific to certain Products/Groups. Within these tabs, you can then use the 'Add Field' button to add individual fields.
+Enter the label text and pick an answer type (these are detailed below)
+{{ :designcustominfoaddfield.png?500 |}}
+Once you have created your Custom Info page, this will then appear as a tab against the screen you chose (e.g. Customer).
 ----
+==== Answer Types ====
+There are six Answer Types which can be chosen - these are detailed below:
+^Answer Type^Description^Extra Options^
+|Text|Text field|Can be set as multiple lines|
+|Number|Numeric field|Can set a minimum or maximum number, and/or allow decimals|
+|Date|Date field with calendar-style dropdown|Can set whether to include time, and whether to allow past/future dates|
+|Dropdown|Custom dropdown field with user's input as choices|Can allow multiple answers|
+|Heading|A label to display a heading on the page|No extra options|
+|Checkbox|a tickable box|No extra options|