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Difference between revisions of "Frequently Asked Questions"

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(Created page with "= Customization = == Custom modules == === I made a custom module. Why don't I see anything when I go to create/view a record? === The first step after creating a custom modu...")
 
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[[Category:Support]]
 
= Customization =
 
= Customization =
  
== Custom modules ==
+
== Custom fields ==
=== I made a custom module. Why don't I see anything when I go to create/view a record? ===
+
=== I made a custom field and it doesn't show up. Now what? ===
The first step after creating a custom module is designing a form and view for it. To do so:
+
Once you create a field, you must add it to the view and form as you see fit, as follows:
 
# Go to "Admin"
 
# Go to "Admin"
 
# Scroll down to the section "Utilities"
 
# Scroll down to the section "Utilities"
 
# Go to "Form Editor"
 
# Go to "Form Editor"
# Open the views/forms for the model corresponding to the new module by selecting it from the "Model" dropdown
+
# Open the views/forms for the model by selecting the model from the "Model" dropdown
 
# Select "Form (Default)" from the "Version" dropdown
 
# Select "Form (Default)" from the "Version" dropdown
 
# Drag and drop the custom field into the form where it is desired.
 
# Drag and drop the custom field into the form where it is desired.
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# Repeat the process with the "View" to change the record view page for the model type.
 
# Repeat the process with the "View" to change the record view page for the model type.
  
== Custom fields ==
+
== Custom modules ==
=== I made a custom field and it doesn't show up. Now what? ===
+
=== I made a custom module. Why don't I see anything when I go to create/view a record? ===
Once you create a field, you must add it to the view and form as you see fit, as follows:
+
The first step after creating a custom module is designing a form and view for it. To do so:
 
# Go to "Admin"
 
# Go to "Admin"
 
# Scroll down to the section "Utilities"
 
# Scroll down to the section "Utilities"
 
# Go to "Form Editor"
 
# Go to "Form Editor"
# Open the views/forms for the model by selecting the model from the "Model" dropdown
+
# Open the views/forms for the model corresponding to the new module by selecting it from the "Model" dropdown
 
# Select "Form (Default)" from the "Version" dropdown
 
# Select "Form (Default)" from the "Version" dropdown
 
# Drag and drop the custom field into the form where it is desired.
 
# Drag and drop the custom field into the form where it is desired.
 
# Hit "Save"
 
# Hit "Save"
 
# Repeat the process with the "View" to change the record view page for the model type.
 
# Repeat the process with the "View" to change the record view page for the model type.

Revision as of 19:09, 4 November 2013

Customization

Custom fields

I made a custom field and it doesn't show up. Now what?

Once you create a field, you must add it to the view and form as you see fit, as follows:

  1. Go to "Admin"
  2. Scroll down to the section "Utilities"
  3. Go to "Form Editor"
  4. Open the views/forms for the model by selecting the model from the "Model" dropdown
  5. Select "Form (Default)" from the "Version" dropdown
  6. Drag and drop the custom field into the form where it is desired.
  7. Hit "Save"
  8. Repeat the process with the "View" to change the record view page for the model type.

Custom modules

I made a custom module. Why don't I see anything when I go to create/view a record?

The first step after creating a custom module is designing a form and view for it. To do so:

  1. Go to "Admin"
  2. Scroll down to the section "Utilities"
  3. Go to "Form Editor"
  4. Open the views/forms for the model corresponding to the new module by selecting it from the "Model" dropdown
  5. Select "Form (Default)" from the "Version" dropdown
  6. Drag and drop the custom field into the form where it is desired.
  7. Hit "Save"
  8. Repeat the process with the "View" to change the record view page for the model type.