Creating and Amending Fields

This guide provides step-by-step instructions on how to create and amend fields in an application. It is useful for anyone who wants to customise and personalise their application by adding new fields or modifying existing ones. Follow the instructions to easily navigate through the process and make the desired changes.

Step 1: Navigate to the Buying Homepage

Step 1

Step 2: Click "Supplier" as we are going to amend a field on the Supplier Record and…

Click "Supplier" as we are going to amend a field on the Supplier Record and also add a new field

Step 2

Step 3: Open one of the Supplier Records

Step 3

Step 4: We can see this field is called "Is Transporter" and we wish to change this…

We can see this field is called "Is Transporter" and we wish to change this description. We also need to add another radio field to determine if this Supplier is a Contractor

Step 4

Step 5: Click start the customisation click this button

Step 5

Step 6: Click "Customize"

Step 6

Step 7: You will be presented with all the fields on the Supplier Record

Step 7

Step 8: Click "Is Transporter"

Step 8

Step 9: Click the "Label" field and Type "Courier" over the word Transporter

Step 9

Step 10: To add another field, click the pencil icon on the Is Transporter Line

Step 10

Step 11: Click "Insert Below"

Step 11

Step 12: In the Label Field type "Contractor"

Step 12

Step 13: Click on the Type Drop Down List as we want to change the type from Data to…

Click on the Type Drop Down List as we want to change the type from Data to Check box

Step 13

Step 14: Change the Type to "Check"

Step 14

Step 15: Click here to come out of the field

Step 15

Step 16: Click "Update"

Step 16

Step 17: Click the "Search bar and type "Supplier List"

Step 17

Step 18: Click "Supplier List"

Step 18

Step 19: Open a Supplier

Step 19

Step 20: Review the screen and the two changes have now been made to the Supplier Record

Step 20