Using Creation Wizard with Companies, Contacts and Listings

Interested in customizing the fields that display when creating a new record? You're in luck! The creation wizard allows you to include (or exclude) specific fields when creating new records - as well as check for potential duplicates.

Overview

Out of the box Propertybase uses the default creation wizard for creating new Company, Contact and Listing records. However, by using the custom creation wizard you can specify exactly what fields to include.

To get started with the creation wizard you need to enable it in the setup menu. Once enabled, you can add or remove fields through Propertybase settings.

Default Creation Wizard
Custom Creation Wizard

Enabling the Wizard

To enable the custom creation wizard, follow the configuration steps below.

Note: In this example we are editing the Company object, however the same steps apply for the Contact and Listing object as well. Simply start the steps below on a Contact or Listing record instead.

  • Open any Company record.
  • Click the gear icon at the top of the page, next click Edit Object.
  • On the following page, click Buttons, Links, and Actions.
  • Scroll down and click the arrow next to "New", then click Edit.
  • On the following page, select 'AccountNewWizard [pba__AccountNewWizard]' for the Visualforce Page.
  • Click Save.

Done! You just enabled the custom creation wizard for new Company records.

Modifying Fields

Once you've enabled the custom creation wizard, you can use Propertybase settings to modify the fields that are displayed. Use the tables below to add, remove or modify settings for the creation wizard. Multiple fields should be seperated by a semicolon ";". Click here to learn how to add settings in Propertybase.

Click here to view an example setting entry and click here to view the result.


Settings for Company Wizard

Note: "Company Name" field will always display regardless of settings.

Description Setting Name & Key
Using this setting will replace the default fields with ones that you specify. accountNewWizard_accountFields
Using this setting will tell the system which fields should be used to check for duplicate entries. accountDuplicateFinder_compareFields

Settings for Contact Wizard

Note: "Salutation, First Name, Last Name, Company" fields will always display regardless of settings.

Description Setting Name & Key
Using this setting will replace the default fields with ones that you specify. contactNewWizard_contactFields
Using this setting will tell the system which fields should be used to check for duplicate entries. contactDuplicateFinder_compareFields

Settings for Listing Wizard

Note: "Record Type, Title (Name), Address" fields will always display regardless of settings.

Description Setting Name & Key
Using this setting will replace the default fields with ones that you specify. listingNewWizard_listingFields
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