Setting Custom Properties

To set custom properties for an entity in e-automate, navigate to the entity list. For example, if you are setting custom properties on contracts, click [Contracts]. E-automate opens the Service Contracts window. This same rule applies for all entities in e-automate that can accommodate custom properties.

Double-click on an entity (Contracts, Customers, Employees, Equipment, GL Accounts, Inventory Requests, Items, Makes, Models, Purchase orders, RMAs (Returned Material Authorizations), RTV (Returned to Vendor), Sales orders, Vendors, or Warehouses) in the list to which you want to add custom property values. The Edit XXXXX window displays.

Click on the Custom Properties (or Properties) tab.

If the Configuration field is not already populated, use the lookup to select the configuration containing the attribute(s) you want to add to this entity's record.  For each attribute associated with the selected configuration, the system displays the attribute's name in the left column and an area for associating data with this attribute (which may be an entry field, a drop-down menu, or a set of Yes and No radio buttons)

For each attribute, use the entry field, drop-down menu, or radio buttons provided to specify the appropriate value for this attribute.
Note: If a drop-down menu is associated with an attribute, you will not see the drop-down menu icon until you click in the field to the right of the attribute's name.

Repeat Step 4 for each attribute for which you want to specify a value.

Click [OK]. E-automate adds the values to the custom properties.

Repeat adding values to attributes until you have populated all necessary values.