by Variance InfoTech Pvt Ltd

Configure specific fields from specific modules and set formats like character limit, numeric, or alphanumeric and more for certain fields using Format Builder.

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User Guide

Steps For Using Format Builder Features :

Step 1:

To open the Administration Page, Click on the Admin tab, as shown in below screenshot.

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Step 2:

Open Administration page, Click on Format Builder from the Other section.

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Step 3:

On click of link, Format Builder listview page will be open. (Note: If there is no record, then it will show the message “No record found.” as shown in the below screenshot.

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Step 4:

To add new custom format click on “+ CREATE CUSTOM FORMAT” button.

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Step 5:

On click of “+ CREATE CUSTOM FORMAT ” open popup, as shown in the below screenshot.

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Step 6:

Enter all values and click on “SAVE” button to save custom format record.

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Step 7:

To update custom format record, click on the pencil icon as shown in the below screenshot.

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Step 8:

To delete custom format record, click on the delete icon as shown in the below screenshot.

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Step 9:

When you Click on the Delete icon, Alert Box should be displayed. Once you click on the OK button from Alert Box, the record should be deleted.

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Step 10:

To assign new format to a field click on “+ ADD NEW FIELD” button.

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Step 11:

On click of “+ ADD NEW Field ” ,open Format Builder Configuration page as shown in the below screenshot.

Setup Format Builder:

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Add Condition:

Step 12:

Enter all values and click on “SAVE” button to assign new format to a field.

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Step 13:

To update record, click on the pencil icon as shown in the below screenshot.

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Step 14:

To delete the record, click on the delete icon as shown in the below screenshot.

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Step 15:

When you Click on the Delete icon, Alert Box should be displayed. Once you click on the OK button from Alert Box, the record should be deleted.

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Step 16:

As we mentioned in configuration step-1(Setup Format Builder), When you click on configured field it shows the field format as configured. If incomplete, the configured error display as notifications, as shown in the below screenshots.

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Step 17:

As we mentioned in configuration step-2(Add Condition), When you change field value and it’s matched with configuration, that time the format should be changed which is configured in Step2(Add Condition).

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Step 18:

As we mentioned in configuration step-2(Add Condition), When you change field value and it’s not matched with configuration, that time the default format should be displayed which is configured in Step1(Setup Format Builder).

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