Manage order attributes

Configure what attributes (input fields) orders of the specific Order type will have.

Important

Precondition 1 : You have the Supervisor role.

Precondition 2 : Sign In on Web Portal of PACE Packager Hub.

1. Go to the project settings. See manual Open project settings.
2. Open the Order attributes tab and select the Order type, attributes of which you want to review and/or edit. Click New attribute to add a new attribute (input field).

   

3. Specify the attribute details and click Save.

   • Attribute name - the name of the field, displayed to the user;

   • Identifier - an automatically generated attribute ID;

   • Hide - if selected, the field will not be displayed to the user;

   • Disable - if selected, the field will be displayed to the user as disabled;

   • Type - defines an input type of the field:

     • Text (single line) - a single-line text field;

     • Text (multiple lines) - a multiline text area;

     • Number - a single-line field that can contain only numbers;

     • Date - a single-line field that can contain only date and has the date picker control;

     • Dropdown list (single choice) - a combo box that displays and allows selecting a single item from the dropdown list;

     • Dropdown list (multiple choices) - a combo box that displays and allows selecting multiple items form the dropdown list;

     • Checkbox - a checkbox control with two states (ticked/unticked);

     • System user - a single-line text field can contain only a name of the registered user;

   • Obligatoriness - defines if the field is required or optional:

     • Optional - can be left empty;

     • Required - must be filled-in;

   • Default value - the default field value for new orders;

   • Field width - defines the width of the field to be displayed to the user:

     • 1/3 view width - takes 33% of the form width;

     • 2/3 view width - takes 66% of the form width;

     • 3/3 view width - takes 100% of the form width;

   • Description - the description text to be displayed to the user in the field tooltip.

   

4. The sequence of attributes (fields) that are displayed to the user in the form can be customized. This sequence corresponds to the sequence of attributes in the list. Use drag-n-drop to defined the required sequence.

   

5. To edit the existing attribute, click Edit in the Actions column.

   

6. Change the required details of an attribute and click Save.

   Note

   For the User-defined attributes you can change everything, except the Type.

   For the most of Pre-defined attributes only the following can be changed:

   • Hide

   • Obligatoriness

   • Default value

   • Values (available only for Dropdown list)

   • Field width

   • Description

   

7. To delete the unnecessary attribute, click Delete in the Actions column.

   Note

   Pre-defined attributes can’t be deleted.

   

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