Setting the Field Attributes for a Template Section

Prerequisites

To set the field attributes for a template section, you should have:

  • Template pages and sections associated with the template category

  • Fields for the sections defined in the application

Procedure

To set the field attributes for a template section:

  1. Ensure that the Template Pages section is expanded when you are defining, editing, or copying a customer registration template.

    The Template Pages section contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Template Page Used to indicate the page which you want to add in a customer registration template for a particular template category. Yes (Conditional)
    Note: This field is required while adding pages and sections in a customer registration template.
    Template Section Used to indicate the section and its field attributes which you want to define for a particular page in a customer registration template.
    Note: On clicking the Add (The Add Icon) icon, the following columns appear:
    Column Name Column Description
    Template Section Used to indicate the section for a particular page.
    Field Attributes Used to define the field attributes of a section.
    Note: On clicking the Add (The Add Icon) icon, you can define the field attributes for the section.
    		Yes (Conditional)
    Note: This field is required while adding pages and sections in a customer registration template.
  2. Select the template page and template section from the respective columns.
  3. Click the Add (The Add Icon) icon in the Field Attributes column corresponding to the template section whose field attributes you want to set.

    It contains the following fields in a grid:

    Field Name Field Description Mandatory (Yes or No)
    Sequence Used to specify the sequence of the field attribute. Yes (Conditional)
    Note: This field is required while setting the field attributes for a template section.
    Field Used to indicate the field for which you want to set attributes.
    Note:

    The Search (The Search Icon) icon appears corresponding to this field. On clicking the Search icon, the Field Search window appears.

    On specifying the field, the description of the field appears corresponding to the field.

    		 Yes (Conditional)
    Note: This field is required while setting the field attributes for a template section.
    Default Field Value Used to indicate the default value for the field in the template section.
    Note:

    On specifying a field, the Search (The Search Icon) icon appears corresponding to the Default Field Value field. On clicking the Search icon, a window appears depending on the field that you have selected.

    On specifying the default field value, the description of the default field value appears corresponding to the default field value.

    		 Yes (Conditional)
    Note: This field is required while setting the field attributes for a template section.
    Required Used to indicate whether the field is mandatory in the template section.
    Note: By default, the check box in the Required column is disabled. It is enabled when you specify the field in the Field column.
    		 Yes (Conditional)
    Note: This field is required while setting the field attributes for a template section.
    Disable Field Value Used to indicate whether the field is disabled in the template section.
    Note: By default, the check box in the Disable Field Value column is disabled. It is enabled when you specify the field in the Field column.
    		 Yes (Conditional)
    Note: This field is required while setting the field attributes for a template section.
    Identifier Type Used to indicate the type of identifier for which you want to set attributes.
    Note:

    On specifying a field, the Search (The Search Icon) icon appears corresponding to the Identifier Type field. On clicking the Search icon, the Search Zone for Person Identifier window appears.

    On specifying the identifier type, the description of the identifier type appears corresponding to the Identifier Type field.

    		 Yes (Conditional)
    Note: This field is required while setting the field attributes for a template section.
    Identifier Value Used to specify the value for the identifier type for which you want to set attributes.
    Note: By default, this field is disabled. It is enabled when you specify the identifier type in the Identifier Type column.
    		 Yes (Conditional)
    Note: This field is required while setting the field attributes for a template section.
    Primary ID Used to indicate whether the identifier type and identifier value are primary or not.
    Note: By default, the check box in the Primary ID field is disabled. It is enabled when you specify the identifier type in the Identifier Type column.
    		 Yes (Conditional)
    Note: This field is required while setting the field attributes for a template section.
    Disable Identifier Type Used to indicate whether the identifier type is disabled in the template section.
    Note: By default, the check box in the Disable Identifier Type column is disabled. It is enabled when you specify the identifier type in the Identifier Type column.
    		 Yes (Conditional)
    Note: This field is required while setting the field attributes for a template section.
    Disable Identifier Value Used to indicate whether the identifier value is disabled in the template section.
    Note: By default, the check box in the Disable Identifier Value column is disabled. It is enabled when you specify the identifier value in the Identifier Value column.
    		 Yes (Conditional)
    Note: This field is required while setting the field attributes for a template section.
    Name Type Used to indicate the type of name for which you want to set attributes.
    Note:

    On specifying a field, the Search (The Search Icon) icon appears corresponding to the Name Type field. On clicking the Search icon, the Search Zone for Person Name Type window appears.

    On specifying the name type, the description of the name type appears corresponding to the Name Type field.

    		 Yes (Conditional)
    Note: This field is required while setting the field attributes for a template section.
    Name Used to specify the name of the person.
    Note: By default, this field is disabled. It is enabled when you specify the name type in the Name Type column.
    		 Yes (Conditional)
    Note: This field is required while setting the field attributes for a template section.
    Disable Name Type Used to indicate whether the name type is disabled in the template section.
    Note: By default, the check box in the Disable Name Type column is disabled. It is enabled only when you specify the name type in the Name Type column.
    		 Yes (Conditional)
    Note: This field is required while setting the field attributes for a template section.
    Disable Name Used to indicate whether the specified name of the person is disabled in the template section.
    Note: By default, the check box in the Disable Name column is disabled. It is enabled when you specify the name in the Name column.
    		 Yes (Conditional)
    Note: This field is required while setting the field attributes for a template section.
    Phone Type Used to specify the type of phone for which you want to set attributes.
    Note:

    On specifying a field, theSearch (The Search Icon) icon appears corresponding to the Phone Type field. On clicking the Search icon, the Search Zone for Phone Type window appears.

    On specifying the phone type, the description of the phone type appears corresponding to the Phone Type field.

    		 Yes (Conditional)
    Note: This field is required while setting the field attributes for a template section.
    Phone Number Used to specify the phone number.
    Note: By default, this field is disabled. It is enabled when you specify the phone type in the Phone Type column.
    		 Yes (Conditional)
    Note: This field is required while setting the field attributes for a template section.
    Disable Phone Type Used to indicate whether the phone type is disabled in the template section.
    Note: By default, the check box in the Disable Phone Type column is disabled. It is enabled when you specify the phone type in the Phone Type column.
    		 Yes (Conditional)
    Note: This field is required while setting the field attributes for a template section.
    Disable Phone Number Used to indicate whether the specified phone number is disabled in the template section.
    Note: By default, the check box in the Disable Phone Number column is disabled. It is enabled when you specify the phone number in the Phone Number column.
    		 Yes (Conditional)
    Note: This field is required while setting the field attributes for a template section.
    Characteristic Information Used to indicate the characteristic type and characteristic value for which you want to set attributes.
    Note:

    On specifying the characteristic type, the characteristic value field appears in the Characteristic Information column.

    On specifying a predefined characteristic type, theSearch (The Search Icon) icon appears corresponding to the characteristic value field. On clicking the Search icon, the Predefined Characteristic Search window appears.

    On specifying the value for a predefined characteristic type, the description of the characteristic value appears corresponding to the characteristic value field..

    		 Yes (Conditional)
    Note: This field is required while setting the field attributes for a template section.
    Disable Characteristic Type Used to indicate whether the characteristic type is disabled in the template section.
    Note: By default, the check box in the Disable Characteristic Type column is disabled. It is enabled when you specify the characteristic type in the Characteristic Type column.
    		 Yes (Conditional)
    Note: This field is required while setting the field attributes for a template section.
    Disable Characteristic Value Used to indicate whether the characteristic is disabled in the template section.
    Note: By default, the check box in the Disable Characteristic Value column is disabled. It is enabled when you specify the characteristic value in the Characteristic Value column.
    		 Yes (Conditional)
    Note: This field is required while setting the field attributes for a template section.
  4. Enter the required details in the Template Pages section.
  5. If you want to set more than one field attribute for the template section, click the Add (The Add Icon) icon and then repeat step 2.
    Note: However, if you want to remove a field attribute from the template section, click the Delete (The Delete Icon) icon corresponding to the field.
  6. Click Save.
    The field attributes are set for the template section.

Related Topics

For more information on... See...
Customer Registration Template screen Customer Registration Template
How to define a customer registration template Defining a Customer Registration Template
How to edit a customer registration template Editing a Customer Registration Template
How to copy a customer registration template Copying a Customer Registration Template