AshokGopale - Friday, January 21, 2011 6:24 AM:
Dear friends,
I want to store additional details about customer such as Customer Type, Customer Class etc.
But the Customer form in innovator does not have input box for that.
Can you help me.?
Regards
Ashok
Yoann Maingon - Friday, January 21, 2011 6:45 AM:
Hi Ashok,
I'll just show you where to find the information on that one.
Go into the online help to understand how you can manage ItemTypes properties and related forms. It is really important to learn that before trying to make changes.
Simple process for your request is:
1. Add a property to the itemtype definition
2. Edit the related form
3. Add your properties input tool which should be now listed in "unused properties".
The Aras Innovator help is very well documented to understand how the system works each section have a long description to explain the main concepts that you need to understand how the system works. Most of your answers will be there.
Best,
Yoann
Brian - Friday, January 21, 2011 6:47 AM:
Hi Ashok,
You can add as many different properties (fields) as you want to any Item Type (like Customer).
Under the Administration tab on the Table of Contents select "Item Types" Search for "Customer". Right click and select "Edit".
On the "Properties" tab (first tab on the left) you can add new properties.
Once you have done this and saved it you can add fields (input boxes) onto the form that the Item Type (Customer) uses.
Go to the "Forms" option under the Administration tab on the Table of Contents. Search for "Customer". Edit.
There is a tool bar 1/3 of the way down the form which includes an "Unused Properties" dropdown. Click this and select the Property that you want to display to the user and to collect the data for.
Drag it to where you want it on the form.
Save the form. Go to "Portfolio" on the Table of Contents menu. Select "Customers". Create a new Customer. The new fields you just put on the form should now be there.
Fill the data in and it will save when you save the new item.
Hope this helps.
Cheers,
Brian.
AshokGopale - Friday, January 21, 2011 7:01 AM:
Dear Brian,
Thank you very much. Actually what happen when i installed the Innovator yesterday. that time some of the menu items on left side tree such as change management, design, documents, portfolio, process, sourcing, templates are not showing.
only the Administration and My innovator was displaying there. so i confused and i am not able to find my way through it.
However i reinstalled the innovator and i could able to solve my problem on my self and at the same time you also replied with such a nice and helpful answer.
Anyway somebody other may help from your answer.
Regards
Ashok
