The basic HRBC design settings are done on the customize "Screen".
From "Details View & Items", the display settings, layout change, create new item for details screen can be created.
List screen item display setting and layout change can be done from "List View".
When creating an item, please click the "New" button displayed on the right side of "Item" in "Details View & Items".
Items can not be created from "List screen".
The screen for selecting the item type will be displayed, so select which item type to create.
Please note that you can not change the item type of the item once created
For each item type features, please refer to item types and features.
However, the setting contents differ depending on the item type.
|Setting Contents||Item Type||
This is the item name displayed on the add new screen, details screen, etc.
In the Add New, Edit screen, you can list the annotations with gray letters under the entry frame of the item.
Single-line text type
You can set the maximum number of characters that can be entered.
Multi-line text type
You can set the height of the input box for the case of multi-line text type, and the height of the image, in the case of image type, when displaying.
You can set the maximum value that can be entered.
You can set the minimum value that can be entered.
|Number of decimal places||
You can select the number of decimal places that can be entered from "0" "1" "2".
|Option Schema||Option type||
Choose the option master to apply to the item.
Choose the format of the option when inputing data.
Please set it when you want to input values and characters from the beginning when opening the Add New screen.
You can set whether or not to make an entry mandatory input field.
You can set whether or not to display on the search screen.
If you want to copy registered data and register new data, you can set whether to copy the value of the corresponding item.
You can display green (web items) or grey (pdf items) mark on the Add New screen or Edit screen.
It is like an ID for the system to distinguish each item and can not set arbitrarily when creating the item, but cannot be duplicated.
When the item edit screen opens, make settings as necessary.
For item types other than option, you can simply create items by just naming them.
When creating an option type item, you need to create an option master in advance or create an option master when creating the item.
If you are going to use the option master you created in earlier, please select the title of the option master to be used from the "option" drop down menu.
To create a new option master click on the "+" button on the right side of the drop down menu.
If you click the "+" button, the screen for creating the option master will open.
First of all, give an easy to understand title to the master for internal management purposes and click "Save".
A screen for creating the contents of the option opens, and the name given earlier is displayed on the title.
To create the first option, click the "Add new" button on the upper right side.
Enter the name that reflects the contents of the options and save.
Return to the option Edit screen and after confirming that the first option is displayed, click the "Add New" button to continue making the second choice.
In the same way, enter the name that reflects the contents of the options and save.
Return to the option Edit screen and confirm that the two options you created are displayed, create all necessary options, and click "Save".
You will return to the item edit screen.
When you open the "Option Schema" drop down menu, the title of the option master you just created is displayed at the bottom, so select it.
When you make the required settings such as format and initial value, click "Save".
Since it is hidden at the time of creation, drag and drop to the place you want to place it and click "Save Layout".
When processing is completed, a message is displayed.
If you wish to edit the created items, please use the pencil button on the right side of each item, if you want to delete, hide the item first and click the trash can button.
※ If you delete an item, you will not be able to check the information that was entered in that item, so please be careful.
※You can not recover deleted items or restore data registered in those items.
On the system, items that cause problems when deleted can not be deleted or hidden.
Since there are items that can be hidden even if they can not be deleted, please hide such items from the screen.
In case of hidden items, if data is entered in corresponding item, the input data will be displayed when the item is displayed again.
In addition, when hiding an item, please make sure that the corresponding item is not used in pdf template, mail template, import / export setting etc.
If you want to exclude from the screen items that can not be deleted or hidden, if you create groups such as "unnecessary items" and place them under the corresponding group, when opening detailed screens etc. it is possible to fold the items in the corresponding group.
In addition, if you want to change the contents of the option of the created item or add contents please refer to Customization: Options.