Administrator Guide

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Customizing Partner Information

This section explains how to customize the Additional Information form of the Partner screen. It explains how to add and delete attributes and how to save the design of the form. Grouping attributes and arranging them on the form are covered in the Forms Designer documentation. For more information on the Forms Designer, see the

B2B Data Exchange Developer Guide

When attributes are added to the Additional Information form, they apply to all partners.

In the Navigator, click Administration > Partner Attributes >Designer.

The Forms Designer screen opens.

This screen contains the list of attributes that are displayed in the Update Partner Screen > Additional Information tab. The System Administrator is responsible for populating this list. By default, it is empty.

The forms contains the following actions:

Action	Description
Edit	Edit the attribute properties.
Create Attribute	Create an attribute.
Delete Attribute	Delete an attribute.
Create Tab	Create a tab.
Create Column	Create a column.
Create Header	Create a header.
Create Disclosure	Create a disclosure group.
Delete Group	Delete the selected tab, column, header, or disclosure.
Move to Group	Move the selected attribute to a group.

To add an attribute to the form:

Click Actions > Create Attribute.

Enter the Id of the attribute.

Enter the label of the attribute.

Enter the description of the attribute.

If the attribute is mandatory, check the box.

If the attribute is read-only, check the box.

Select the attribute type from the list.

Select the representation of the attribute from the list.

Enter any default value of the attribute.

If the representation of the attribute is a drop-down list, a radio button, a list, or a checkbox, enter the possible values that the attribute can have in the Values box. Enter one value per line and press Enter to go to the next line.

If the attribute has the Entry Field representation, you can enter optional minimum and maximum values.

To define a relationship between two attributes, check the box labelled "This group/field should be." Select enabled/disabled. Select a field from the list that controls the behavior of this field. Select specific/any value and fill in a specific value.

An example of a relationship is: This group/field should be enabled
when parameter Test
has specific
value yes
.

Other actions can be performed on the form. For more information about the Forms Designer, see the

B2B Data Exchange Developer Guide

Click Preview to see a preview of the form.

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Table of Contents

Administrator Guide

Administrator Guide

Customizing Partner Information

Customizing Partner Information