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.

Click the "Enabling the Wizard" tab at the top of this page to learn more.

Enabling the Wizard

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

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

• Open any Contact 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 'Contact New Wizard [pba__ContactNewWizard]' for the Visualforce Page.

• Click Save.

Done! You just enabled the custom creation wizard for new Contact 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. Remember if you don't see the setting, you need to add the setting.

IMPORTANT - If you make a field Required within the contact object, the field will always display and default to the top of the wizard and will not follow the order indicated within the setting!

Click here to view an example setting entry and click here to view the result. The Setting Values need to have the API Name of the field.

Settings for Company Wizard

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

Settings for Contact Wizard

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

Settings for Listing Wizard

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

Classic Documentation

The custom record creation wizards are great tools to get the fields you want filled out when creating a record, while also checking for duplicates! You are able to edit these wizards for the Company, Contact and Listing Objects. These wizards appear when clicking on the "New" button to create new Company, Contact or Listing records.

You need only go the Settings tab to add or eliminate the fields in the wizard settings. 

• If Settings is not an option in the displayed tabs. Lightning: Click the dial pad next to Home. Classic:Click on the + sign at the end of your Tab menu
• Select 'Settings' tab

Lightning

Classic

How To Modify Settings

How To Modify Settings (example: Contact)

Now that you have located the Settings tab, practice adding some fields to the contact wizard.

* original Classic image *

* Lightning Experience image * 

•  From Settings, click New to create a new setting
• Name the setting as you find appropriate, e.g. New Contact Form; New Contact Wizard
• Copy to Key field: contactNewWizard_contactFields
• Enter values using the Field Name/API Name of the field (see examples below) and should be separated by a semicolon (;). For instance (you can simply copy/paste this) Email;MobilePhone;Birthdate;Spouse__c;Spouse_Email__c;RecordTypeID
• NOTE: Salutation, First Name, Last Name and Company will always appear on the contact wizard

Field Name on Standard Fields 

Additional Customizing Settings