Creating user attributes, forms and templates
Posted: Wed May 19, 2021 11:04 pm
Having used Milenix MyInfo products for the past 12 years -- from version 4 through version 7, I can safely say that I am not proficient.
I have used MyInfo knowledge bases in what I describe as a freeform manner. Using terminology that pertains to version 7, I work mainly with plain Notes. I also know that each Note has default attributes that fill in automatically.
But I would like to become better in using this program. For example, I would like to create a new type of note for my Contacts. It would have to contain new user attributes such as First Name, Last Name, Company, Address, Mobile phone number, Work phone number, Home phone number, etc. I would also like to create a form called Contact. And I would like a new template called Contact.
What do I do first?
Do I create new user attributes first?
If so, in which Category do I place the new user attributes: Common, Template or Task?
Can I ever create a new Category?
Do I then create the Contact form before creating the new Contact template?
Etc., etc.
Perhaps others on this forum have developed a logical approach that could be standardized and shared with less knowledgeable users such as myself. It would then be beneficial if the Help manual could incorporate such a step-by-step guide as to how accomplish these tasks.
Thanks in advance for any suggestions and input from those more in the know.
I have used MyInfo knowledge bases in what I describe as a freeform manner. Using terminology that pertains to version 7, I work mainly with plain Notes. I also know that each Note has default attributes that fill in automatically.
But I would like to become better in using this program. For example, I would like to create a new type of note for my Contacts. It would have to contain new user attributes such as First Name, Last Name, Company, Address, Mobile phone number, Work phone number, Home phone number, etc. I would also like to create a form called Contact. And I would like a new template called Contact.
What do I do first?
Do I create new user attributes first?
If so, in which Category do I place the new user attributes: Common, Template or Task?
Can I ever create a new Category?
Do I then create the Contact form before creating the new Contact template?
Etc., etc.
Perhaps others on this forum have developed a logical approach that could be standardized and shared with less knowledgeable users such as myself. It would then be beneficial if the Help manual could incorporate such a step-by-step guide as to how accomplish these tasks.
Thanks in advance for any suggestions and input from those more in the know.