by Variance InfoTech Pvt Ltd

The Multiple Fields add-on for SuiteCRM allows you to add dynamic fields and panels on the fly when adding records to a form, while working in any module.

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User Guide

Steps For Using Multiple Fields 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 Multiple Fields from the “Other” section.

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Step 3

To enable Multiple Fields Feature, click on the “Activate Multiple Fields Feature” as shown in below screenshot.

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Step 4

After changes in the Configuration, Click on the “SAVE” button to save Multiple Fields Configuration.

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Step 5

To Add Subpanel Module configuration, click on “ADD SUBPANEL MODULE” button as shown in the below screenshot.

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To Edit Subpanel Module configuration, click on the pencil icon as shown in the below screenshot.

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To Delete Subpanel Module configuration, click on the delete icon as shown in the below screenshot.

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Step 6

To see previews of Multiple Fields, click on the Preview Icon at top right corner as shown in the below screenshot.

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Step 7

To see previews of Subpanel Module Multiple Fields, click on the Preview Icon at top right corner as shown in the below screenshot.

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Step 8

Open Account Module Editview & Multiple Fields Shown as defined in Configuration Page.

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Step 9

To add Multiple Fields for the “Name” field click on the “+” icon button as shown in below screenshot.

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Step 10

To remove Multiple Fields for the “Name” field, Click on the “-” icon button as shown in below screenshot.

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Step 11

To Copy Existing “MORE INFORMATION” Panel, Click on the “+ ADD NEW ENTRY” button as shown in below the screenshot.

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Step 12

To Remove the Copied Existing Panel, Click on the “X” icon as shown in below the screenshot.

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Step 13

Open Detail View of Account Module to show Multiple Fields and Copied Existing Panel as shown in the below the screenshot.

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Step 14

Open Contacts Module Subpanel from Detail View of Account Module for adding Multiple Fields. As per subpanel module configuration, Multiple Fields feature apply to the fields which are configured in configuration.

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