Idencia 101-10: Scenario 2-2 Create Item Custom Properties (step by step)

Step by step instructions to create item custom properties

NOTE: This lesson plan is designed for use in our Tutorial system where hands-on exercises and datasets can be created without affecting your Production Idencia system.  If you viewing this lesson plan from within your production Idencia site, please contact your customer liaison for access to our Tutorial site for hands-on learning.

Login to Idencia

If you are already logged in to Idencia, skip to the Create Custom Properties section below.

1. Click the link below to open the Idencia Tutorial site in a new browser tab.  Once a new browser tab is open and the tutorial site has been loaded, you'll need to return to this tab to finish reading your instructions. 
   
   https://tutorial.idencia.net/
   
   
2. Login to the Tutorial site using the credentials below
   
   User Name: <your email address>
   Password:  <supplied by your Idencia Customer Liaison>
   
   
3. Verify that you now have two browser tabs open for your Idencia 101 work.
   1. This page
   2. The Idencia Tutorial site

Now let's create Custom Properties for your Items

Create Item Custom Properties

1. In the Idencia Tutorial Site, select Setup->Custom Properties from the Main Menu.  The Custom Properties page will be displayed.
   
   
   
   The Custom Properties window will open with the ITEMS tab in focus. Notice that the tab in focus is underlined in blue.  You can now see a list of Item custom properties entered by other Idencia 101 participants. 
   
   
2. Click the New Custom Property button.  
   
   
   
   The Crete New Custom Property page will open. 
   
   
3. Because the Status field will be populated with words, the Status Custom Property should be text.  Leave the default Text Custom Property radio button selected. 
   
   
   
   
4. Click Next.
   
   Again, since more than one person may be using the Tutorial site, we'll need to differentiate your custom properties from theirs, so remember to prefix each of your custom property names with your first name followed by a dash.  
   
   
5. Enter <YourFirstName> - Status in the Name field like the example below. 
   
   Again, don't worry about the other options on the screen right now.  We'll circle back to those later.
   
   
6. Click Save.  
   
   The system will return to the Custom Properties screen with the Items tab in focus.
   
   Viola!  You've just created your first Item Custom Property.  Nice job!
   
   
7. Using the steps you just learned, repeat this process for the Inventory Date custom property.  
   
   Use the tips below as reminders.  When you're finished, return here and continue with the next article in the Idencia 101 Tutorial.

Remember to...

• Prefix each Custom Property name with your first name and a dash
• Be sure to select the appropriate Custom Property type (Date, Numeric, or Text) depending on the data that will be housed in that field.

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