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Form1

182 bytes added, 18:12, 1 October 2018

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Within the Types menu, click the “+” New Type button to create a new L2 Type. Within the “Name:” field input “Form 1". Click “Save”.

 

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'''Naming Convention'''<br /> Ensure a naming convention is used on your '''Type''' fields. This will ensure consistency and will make it easier to find a specific Type when looking for it.

 

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<strong>Naming Convention</strong><br/>Ensure a naming convention is used on your <strong>Type</strong> fields. This will ensure consistency and will make it easier to find a specific Type when looking for it.

{||-||''' <strong>Permission & Availability'''</strong><br /> It is always a good idea to set the''' Available to ____ Types''' under the '''<strong> Available to ____ Types</strong> under the <strong>Permissions & Availability '''Availability </strong>tab of the Form 1 Activities to allow the necessary L2 types to have access to the Form 1 Activities. |}  

==Step 6: Map the new L3 type custom fields to the appropriate XML==

The Advanced Data Table (XML) must be created using the section builder within the “Line_Item_Creation” custom field. In order to do this, we must first navigate to the list of Level 2 “Types” and select “Form 1”.

==Level 2 Fields Import Code==

Select all (Ctrl+A) of the code below and Paste into the text field of the Form 1 Type Import window.

 

 

==Line_Item_Creation XML Select One Combo Box Content==

Select all (Ctrl+A) of the code below and Paste into the text field of the Form 1 Type Import window.

 

<span style="font-family: Verdana, Arial, Helvetica, sans-serif;"> </span>

 

<span style="font-family: Verdana, Arial, Helvetica, sans-serif;"> </span>

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Josh Wybrow

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