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Memo

To add a memo custom attribute:

  1. Select Memo from the Type drop-down field.

  2. Select the Use Rich Text Editor checkbox (optional).

    Selecting this checkbox:

    • Sets the free text entry field to rich text, allowing end users to format the text they enter.
    • Allows a default value to be set for the text entry field. This default value displays in the field to the end user and could be used as a prompt or example answer. To set a default value:

      1. Enter the required text in the Default Value field.

      2. Use the formatting options above the field to format the entered default value text as required.

    • Allows a limit to be placed on the number of words the end user can enter. To set a word limit:

      1. Enter the maximum number of words allowed into the Word Limit field.

      2. Alternatively, select the Up or Down arrows to increase or decrease the number in the field.

  3. Select the Linked Objects expandable section and then complete the following for each place the custom attribute needs to display:

    1. Select the system object from the Object drop-down field. This is where the memo free text entry field will display for end users.
    2. Enter text into the Caption field. This text will be the label for the memo free text entry field.
    3. Enter text into the Hint Text field (optional). This will provide the end user with a hint when they hover over the Hint question mark icon next to the custom attribute.
    4. Select the Mandatory checkbox to set the memo free text entry field as an item that must be completed (optional).
    5. Select the Inactive checkbox next to a linked system object (optional). This will set the link as inactive and the memo free text entry field will not be shown to end users in this location.

    6. To remove a link between a system object and the custom attribute, select the Remove icon next to it.

  4. Select Save Custom Attribute.

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