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Maintaining layouts: Inserting database fields

Menu path

System ➔ General ➔ Settings

Introduction

When you are creating layouts for documents used in your administration, you need to insert database fields in the layouts. Database fields are fields used to enter information from your database, such as item data or customer information, in the layouts.

What version are you using?

The information in this document is applicable to product update 410 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I insert database fields?

  1. On the Settings page, click Document settings on the left menu.
  2. Click the Select button next to the respective field. The Layout screen is displayed.
  3. Select an existing layout, and then click Edit. Alternatively, click New to create a layout. This will open an existing layout for you to edit or a blank layout if you want to create a new one.
  4. Right-click on the layout, and then click Insert.
  5. Click Database field. The Database field screen will be displayed.
  6. At Block, select the relevant block containing the database field to be inserted.
  7. Select the required database field at Field.
  8. Click OK.

Fields

Buttons

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