17.7 Layout editor

Add Fields   Move Fields      Visualize Field Move Blocks

The layout editor allows you to:

  • add a custom field within a block
  • change the positioning of a field
  • edit properties of the field
  • display the list of hidden fields, with the option of restoring them
  • move fields in other blocks into one block
  • add new blocks to the tab (a block is a set of fields, useful for keeping the tab tidy)
  • block operations: move above/below, delete (only allowed if the block does not contain fields)
  • sort the relationships (serves to define which relationships to keep in the single tab configurator)
  • add a new tab with relative blocks and fields

Versioning: all settings for the modules can be saved, generating a version (e.g. v.1.0). Versions can be exported or imported to ensure a higher level of security during setup.

Custom field types
The following are the specifications of the fields available during creation:

Text

It is a field that can contain from 1 to 255 characters (letters and numbers). The desired length and the name to be given therefore need to be defined.

Text Area

Text field with pre-set dimensions, visual width equal to the card and with a maximum number of characters of 66,000 (letters and numbers)

Number

It is a field that can contain from 1 to 64 numbers (including decimals). The desired length, the name to be given and how many decimal places to enter and display therefore need to be defined.

Percentage

The name to be given to the field needs to be defined (it is recommended to insert the % symbol in the label, as a reminder). The field is purely numeric with the impossibility of exceeding 100%

Currency

The name to be given, the desired length and how many decimal places to enter and display need to be defined

Date

The name to be given needs to be defined. Activate the datapicker and autocomplete with today's date in the entity creation phase

Email

The name to be given needs to be defined. Once the email address is saved, if clicked, it will open the predefined composer window to create a new message

Phone

The name to be given needs to be defined. Once the number is saved, if the switchboard is configured, you will be able to use click-to-call

URL

The name to be given to the field needs to be defined. Once saved, the URL address allows you to open it in a new tab

Check Box

This is a YES/ NO flag field. The name to be given needs to be defined

Picklist

To create a drop-down menu with the fields of your interest.
The name to be given to the field and to the values (one below the other) of the list needs to be defined
Skype

 

Define the name to be attributed. Once the Skype ID is saved, it will open the chat directly with the ID setted.

Combo multisection box

To create a drop-down menu where, using the CTRL key, you can select multiple values. The name to be given to the field and to the values (one below the other) of the list needs to be defined

Multilanguage Picklist

To create drop-down menus, whose values will be available for translation into other languages. The name to be given to the field needs to be defined and then the values (with related translations) created through SETTINGS > MULTI-LANGUAGE PICKLIST EDITOR

User

The name to be given needs to be defined. It is used to insert an additional link to the entity with a user

User without filtering permits

The name to be given needs to be defined. It is used to add a link between the entity and a user by bypassing roles and permissions

User from filtered list

The name to be given needs to be defined. It is used to add a link between the entity and one of the users defined upstream

Group

The name to be given needs to be defined. It will provide a drop-down menu with any available groups

Button

Allows you to create a button that recalls a custom function. You need to enter the code during creation

Table Field

It allows you to create table fields, which permit you to insert lines with values of choice, recalling them from the modules or creating them specifically

Attach documents

It allows you create a field for adding documents at the same time as creating an entity
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