a. Selecting and modifying Templates 

An Item’s Template  is designated by “Template” on the Item Page. You can click on it to see all the available Templates:

Image of Item Page with Templates opened with updated floating icon

If you have the proper user role, you can change the Template by selecting it from that dropdown. As soon as you do, a different set of attributes appears. Importantly, hidden attributes retain their data, so you don’t have to worry about changing an item accidentally. To see the hidden attributes and their values again, you can add them back to the template.

You can also change the attributes shown for that Template in three ways:

1. Change attribute list by clicking on the down arrow next to the Template field.

Image showing the Template field with dropdown arrow

Image showing the Template field with dropdown options

3. Selecting Templates from the Settings menu

Image showing Templates from the settings page

All three methods will take you to the Template page that lists the attributes for the selected Template.

Image of the Template page showing the 'Custom Attribute' section and 'Save' button at the bottom. Includes examples of fields with different states of Public Edit (enabled/disabled) and visible edit pencil icons

 

Click the checkboxes for those attributes you want to display for this Template. 

b. Reordering and Changing Attributes

Press, hold, and move attributes up and down depending on the order you’d like them to appear on the Item Page. 

c. Creating Custom Attributes

You can  define custom attributes by clicking on the "Add Custom Attribute" button on the Edit Item Template page:

Image showing Add Custom Attribute button

It will take you to the Edit Custom Attribute page.

Image of Edit Custom Attribute page. The name

The current data types are Text, Currency, Number, Date, and Dropdown. The first four are self-explanatory. “Dropdown” creates a selectable list for the user to choose from. You can add the elements of a dropdown by separating them by commas. For example, the custom attribute “color” could have the attributes “Red, White, Green, Yellow,” 

d. Making Attributes Publicly Viewable or Editable

When an item is publicly viewable, that means anyone can access them, even those who don't have an account on the system and/or do not have the app installed.  They can do so by scanning the Scanlily QR Label for the item with their phone's camera.  This will bring up a web page with the specified fields made available to them.  It is also possible for you to Share the item in several ways in the app and mobile site.  

A paying subscriber Superuser or Administrator can customize which iof the item’s attributes are publicly visible and are not by clicking on the Public View links from the Edit Item Template page and toggling between the options.  In the below example, public viewers will see the item's name (assumed), Description and Category.  They will be able to change the quantity since it has the Public Edit enabled. Perhaps the viewer is a worker who updates nothing but quantities in a warehouse.  In this example, the Cost and Address attributes are hidden.

Edit Item Template page showing Public View toggle options for different attributes