Centerbase now offers separate form layouts for Activity sub types!
This allows you to separate what the forms look like and what fields are available on an Appointment versus a Task.
- When creating or saving a form layout for an Object Type that has subtypes, the user will be prompted to enter desired subtype (e.g. Activities will allow user to select Appointment or Task).
- The ‘Select Subtype:’ drop down will autofill when saving but will be left blank by default when creating a new form layout for Activities.
- If the user clicks the options button, a dialog will pop up and allow the user to rename and set the currently edited template as the default for the templates Object and subtype.
- Tasks and Appointments will have distinct default layouts.