FastTrack360 Version 12 Online Help
How to Add a Component to the Layout
- Fiona Sims
You can add system-defined components and custom components to the layout of a document format. For more information about system-defined and custom components, see Layout Components.
Add a System-defined Layout Component
To add a system-defined component to the layout of a document format, follow the procedure below.
1. | Go to Maintenance > Document Designer Section > Document Formats. The Document Format screen opens. |  |
2. | Apply the Search criterion required to find the document format you wish to edit, and click Search. Search results display. | Â |
3. | Click the view action next to the document format you wish to edit. The Edit Document Format screen displays. |  |
4. | In the left hand component panel, click in the checkbox next to the system component you wish to add. A tick is displayed in the checkbox and the component appears within the document layout. |
Add a Custom Component to the layout of a document format
1. | Follow steps 1 - 3 above to open the document format you wish to edit. | Â |
2. | At the header of the Component List, click Add. The Document Format New Component screen opens. | |
4. | In the Format Type field, select the type of custom layout component you want to add to the layout. For more information about the available layout components, see Layout Components. | |
5. | In the Name field, type a unique name that identifies the purpose of the component. | Â |
6. | Click OK. The Document Format New Component screen closes and the name of the component you have added appears in the Component List |
You can delete custom components that are no longer required by clicking on the relevant custom component within the components list, and selecting the Delete button at the header of the list.
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