Use custom summary views to create the layout for item request pages. Item request pages are very similar to summary views.
To add an item request page from the View Designer
- From the top-level navigation, open the Admin module.
- Select Customization.
- Select the View Designer tab.
-
Under View Layout, define the view: from the Investment list, select the item
type that the summary view will be associated with, from the Views list, select a
view, and from the Forms list, select an existing form or click New
to create a new
form. If you select an existing form, you can click the Script button to display
the Code Editor dialog box, which can be used to insert blocks of JavaScript code into
the form.
- Under Attributes, left-click and drag an attribute onto the layout pane, and position it as desired.
- Under Properties, set or modify the properties for the attribute. You can make different types of modifications, such as selecting a color or opening a text editor.
- Under Controls, left-click and drag a control onto the layout pane.
- Under Properties, set and modify the properties for the control. Set the properties in the Properties box for each element. If you put an item dependency into the form, you must configure the dependency.
-
Click Save
.