Item Options and Dynamic Templates
Overview
Item Options and Dynamic Templates provide a powerful system for creating customizable, interactive forms that adapt to user input. This feature allows you to define complex data collection interfaces without requiring programming knowledge.
Item Options
Item Options are customizable properties that can be attached to items in your inventory system. They allow you to:
- Extend Standard Properties: Add custom fields beyond the default item attributes.
- Capture Specialized Data: Collect industry-specific or business-specific information.
- Create Variant Options: Define variations of products (size, color, material, etc.).
- Support Complex Pricing: Enable price adjustments based on selected options.
Dynamic Templates
Dynamic Templates are the design blueprints for how Item Options are presented and collected. They offer:
- Visual Form Builder: Drag-and-drop interface to design forms without coding.
- Responsive Layouts: Create forms that work across different screen sizes.
- Conditional Logic: Show/hide fields based on user selections.
- Data Validation: Ensure collected information meets required formats and constraints.
- Real-time Updates: Fields can update dynamically as users make selections.
Key Benefits
Flexibility
Create exactly the data collection interface your business needs without being limited to predefined fields.
Consistency
Ensure data is collected in a standardized format across your organization.
User Experience
Guide users through complex data entry with intuitive forms that only show relevant fields.
Data Quality
Improve data accuracy with validation rules and constraints.
Business Logic
Embed business rules directly into your forms with conditional logic.
Common Use Cases
- Manufacturing: Collect specifications, materials, and production details.
- Retail: Define product variations like size, color, and style.
- Food Service: Specify ingredients, preparation instructions, and nutritional information.
- Healthcare: Record specialized equipment details and maintenance requirements.
- Construction: Document materials, dimensions, and installation specifications.
How It Works
- Create a Template: Design your form layout using the Options Builder.
- Assign to Items: Link the template to relevant items in your inventory.
- Collect Data: When users interact with these items, they'll see your custom form.
- Process Information: The collected data becomes part of the item's properties.
Component Field Instructions for Item Option Template Editor
Below is a comprehensive guide for each component field in the Item Options Builder. This documentation explains the purpose and usage of each field to help users create effective form components.
Basic Fields
Type
- Purpose: Defines the type of component to be rendered.
- Usage: Select from dropdown menu. Each type has different properties and behaviors.
- Options: Text, Box, TextInput, NumberInput, DateInput, Switch, Chip, CheckBox, Select, NumberSelect, MultiSelect, AutoComplete, List
Label
- Purpose: The text displayed as the component's label or content.
- Usage: Enter descriptive text that identifies the purpose of the field.
- Note: For display components like Text, this is the actual content shown.
Show Label
- Purpose: Controls whether the label is displayed alongside the component.
- Usage: Toggle on to show the label, off to hide it.
- Note: Useful when the field's purpose is self-explanatory or when space is limited.