Through Onboarding setup screen, you can use this tile to create different set of fields for company. This fields created will be a criterial for a new users pass in other to be registered with the company. GZ South Africa (PTY) LTD will be use as an example.
The following steps is required to create fields for onboarding.
- Firstly, you have to select a company and to do that you click on settings.
- On-boarding.
- Select company (GZ South Africa).
image 2.1 on-boarding landing screen.
After selecting a company, you will see a list of already created onboarding field sets, and a create button that allow you to create more field sets. You will also have access to delete button that enables you to delete a created field set
- Click create field set card
image 2.2 Landing screen after selecting a company, create field set is annotated with an arrow.
- Modal for creating field sets will popup.
- Type in field name.
- Type in field label.
- Type in category.
- Input ERP key (in numbers)
- Select required using dropdown.
- Select field type using dropdown (selected item will determine what comes up net).
- Click create field.
image 2.3 popup screen for creating field.