How do I add custom items

Owned by Support (Unlicensed), created
Feb 19, 2021
1 min read

Custom items can be added the to the application when adding new items to a project item list or through administration.

Instructions

To add through Administration:

  1. Go to Administration

  2. Select ‘OneOffice’ under Zone and select ‘Item’ under Table

  3. Click on ‘Add’ and fill out the required fields to add new items

To add when creating a Project Item List:

  1. When creating the project item list, click on ‘Lookup Item’

  2. At the top, select ‘Add an Item’. This will change the view from searching for an item to an item form entry.

  3. Fill out the form and click on ‘OK’.

  4. This will then add the new item to the project and also add the new item to the database for future use. (Unless temporary item is selected). 

To search for items, you can also follow the above instructions, but instead of adding a new record (item), you will want to click on the three dots at the right of the table and fill out the query options to search for a specific item.