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How to specify the attributes for a partners modules


Anindita Basu    Feedback

Partner modules consist of partner records or data which are in the form of fields. Fields are used in input forms to enter data. Each field represents an attribute for that module. Attributes might include ID, name, address, location, and other such things.

Dependencies

The partner module must exist. If it doesn't, see How to create a partners module from a template.

How to

  1. Log in to the web app and click the small gear icon near the top right.
  2. In Module Settings, click the module for which to define the fields (attributes) and then click Field Configuration.
  3. Drag the fields from the Available fields list to the centre. To rearrange the order, drag them to their new positions.
  4. When done, click Save and release the changes.

If a field you need isn't on the list, you can create the field. See Create input fields.

See also


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