The Custom List portion of the proposal allows you to track information that doesn’t have an existing field available in iPoint.
The image to the right displays the settings portion, on the top in black, and how the Custom List looks on a proposal, on the bottom in blue.
Custom Data List
You can have multiple Custom Lists. This is helpful if you have a different set of questions for your primary location and a separate set for your secondary location. Or maybe you have a New Sales list and a Retro Sales list.
In Settings, create a new Custom Data List by typing the title in the Data List section.
Then, click the blue arrow to display the associated fields on the right. To edit a different list, click the arrow next to the Custom Data List you want to view.
Obviously, the trash can icon will delete the specific list.
On the Proposal, you can click the Reload Custom Data Lists button to open a pop-over where you can select the appropriate Custom Data List for this particular proposal.
When a Data List is loaded, it comes with the default lines defined by your system administrator. If you want to add a list item, click the New Custom Data List Item button to add another line to this particular list on this particular proposal. This does not update the master list.
Custom Data List Elements
There are several list elements to choose from and these elements are selected by the Field Type.
Header creates a black divider bar or header for the information being captured.
- Description / Question – text entered here becomes the name of the header. In our illustration, “Construction Details” is displayed in the black header of the example.
The Text field type creates a freeform text box where users can enter any characters they want.
- Description / Question – this is the prompt to describe the information being requested. In our example, we are asking for a “General Description” of the construction details. The user would simply type in the details.
Drop Down field type allows you to create a list of options that user can select. Set up these fields:
- Description / Question – the prompt for what options to choose.
- Data List – this is where you create the drop down options. Type each option on separate lines. In our example, you would type:
New Residential New Commercial Retrofit Residential Retrofit Commerical
Pop Up fields function similarly to Drop Down fields.
- Description / Question – the prompt for the option being selected.
- Data List – enter the options on separate lines. Our example uses:
Date field will prompt users to enter a date. This field type displays a button users can click to pick a date from a calendar.
URL field type is where you can capture web addresses. The button displayed on this field will automatically open the user’s default browser with the web page entered, as long as the entry starts with http:// or www.
Each field type has the following options:
- Sample Response Field – this gives you a chance to test the field element created to see how it will respond on the proposal.
- Required Before – filling in a value here will force users to enter the requested information before moving forward to various aspects of the Proposal or Sales Order.
- Sort – changing the number in this field will reposition the field type on the list. Change the number to either a whole number or a single decimal number. iPoint will reorder the list based on the numeric value of each row.
- Blue X – click the button to delete the field from the list.