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Creating a New Block

Before designing a custom screen, users should select the Object for which they'd like to add new blocks. Select Objects from the tab at the top of the Screen Designer application. Object blocks will automatically populate in the left pane Object Blocks section. The following procedural outlines a typical process featuring the custom fields created in the Custom Field Creation Example of this section.

Create a New Block

  1. Open and run the Screen Designer application.
  2. Click the Objects tab and select the desired object to add blocks. For this example, we will be using Contact.
  3. After opening up the Contact object, click File>New Block from the top menu.
  4. After creating the block, click File>Save Block.

Adding Fields

Users are able to add system/custom fields from the right pane of the application. However, custom fields must be created in TeamConnect Setup before they can be used in screen designer. For more information on creating custom fields, please see Custom Fields in the TeamConnect Setup and Development guide.

  1. Add a row from the Elements tab to the canvas.
    Note: The canvas will begin with one row after creating a new block.
  2. Drag in the fields from the System Fields and Custom Fields tabs on the right of the Screen Designer application.
    • For this example we will add multiple rows containing: Discount Eligible, Discount Eligible Amount, an empty row for spacing, First Name, Last Name, and Driver's License fields.
      Note: All fields must be placed into row elements to fit onto the canvas.
  3. Adjust the row properties. Adjusting the numberOfColumns property will allow users to further customize the appearance of these rows. Users can select the width of these columns to occupy either 20, 25, 33, 50, 75, 100 percent of the row. This value will default to the Block-level setting for numberOfColumns.

Additional elements are available for users to design more complex, customized screens. For more detail on how these elements function within Screen Designer, please see Elements and Reports and the List of Elements pages within the Screen Designer help.

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