Creating a new register form

A user with administrator rights can create register forms for any objects. For example, by power of attorney, patent or company property.

 

  1. Open the ADMINISTRATION section in the main menu.
  2. In the sidebar on the left, select REGISTER FORMS — a list of all created registers will open.
  3. Click the Plus button in the lower right corner of the page and click Create register.
  4. Specify the name.
  5. If necessary, add a description.
  6. Click the Add button — the object card and table builder will open.
  7. From the left panel Blocks /Fields, drag the necessary blocks from the Blocks tab to the object card using the Drag & Drop method.
  8. After adding a block, you can change its settings: name, type (normal or multiblock) and description → to save the changes, click the Apply button.
  9. Similarly, drag the required fields from the Fields tab to the object card.
  10. To change the order of the blocks, use the Drag & Drop method — just drag the name of the block while holding down the left mouse button.
  11. After creating the object card, go to the Table tab at the top of the page to customize the display of the created registry.
  12. Select the key field from the objects added to the card.
  13. Specify additional columns.

    Note: at the bottom of the page you can see a preview of the register form you are creating.

  14. To save the registry, click the Save button in the lower right corner of the page.

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