Item Options and Dynamic Templates provide a powerful system for creating customizable, interactive forms that adapt to user input. This feature allows you to define complex data collection interfaces without requiring programming knowledge.
Item Options
Item Options are customizable properties that can be attached to items in your inventory system. They allow you to:
- Extend Standard Properties: Add custom fields beyond the default item attributes.
- Capture Specialized Data: Collect industry-specific or business-specific information.
- Create Variant Options: Define variations of products (size, color, material, etc.).
- Support Complex Pricing: Enable price adjustments based on selected options.
Dynamic Templates
Dynamic Templates are the design blueprints for how Item Options are presented and collected. They offer:
- Visual Form Builder: Drag-and-drop interface to design forms without coding.
- Responsive Layouts: Create forms that work across different screen sizes.
- Conditional Logic: Show/hide fields based on user selections.
- Data Validation: Ensure collected information meets required formats and constraints.
- Real-time Updates: Fields can update dynamically as users make selections.
Key Benefits
| Benefit | Description |
|---|
| Flexibility | Create exactly the data collection interface your business needs, without being limited to predefined fields |
| Consistency | Ensure data is collected in a standardized format across your organization |
| User Experience | Guide users through complex data entry with intuitive forms that only show relevant fields |
| Data Quality | Improve data accuracy with validation rules and constraints |
| Business Logic | Embed business rules directly into your forms with conditional logic |
Common Use Cases
| Industry | Use Case |
|---|
| Manufacturing | Collect specifications, materials, and production details |
| Retail | Define product variations like size, color, and style |
| Food Service | Specify ingredients, preparation instructions, and nutritional information |
| Healthcare | Record specialized equipment details and maintenance requirements |
| Construction | Document materials, dimensions, and installation specifications |
How It Works
- Create a Template: Design your form layout using the Options Builder.
- Assign to Items: Link the template to relevant items in your inventory.
- Collect Data: When users interact with these items, they'll see your custom form.
- Process Information: The collected data becomes part of the item's properties.
Component Field Instructions for Item Option Template Editor
A reference for each field in the Item Options Builder — its purpose, how to use it, and anything worth knowing before you set it.
Basic Fields
| Field | Purpose | Usage | Note |
|---|
| Type | Defines the type of component to be rendered | Select from dropdown | Options: Text, Box, TextInput, NumberInput, DateInput, Switch, Chip, CheckBox, Select, NumberSelect, MultiSelect, AutoComplete, List |
| Label | The text displayed as the component's label or content | Enter descriptive text identifying the field's purpose | For display components like Text, this is the actual content shown |
| Show Label | Controls whether the label displays alongside the component | Toggle on/off | Useful when the field's purpose is self-explanatory or space is limited |
Positioning and Sizing
| Field | Purpose | Usage | Note |
|---|
| X Position | Horizontal position from the left edge | Numeric value in pixels | Use arrow keys for fine adjustments when selected |
| Y Position | Vertical position from the top edge | Numeric value in pixels | Use arrow keys for fine adjustments when selected |
| Width | Horizontal size of the component | Numeric value in pixels | Some components have minimum width requirements |
| Height | Vertical size of the component | Numeric value in pixels | Some components have minimum height requirements |
| Z Index | Controls stacking order of overlapping components | Higher values appear on top | Default: 0 |
Behavior Settings
| Field | Purpose | Usage | Note |
|---|
| Required | Makes the field mandatory for form submission | Toggle on/off | Required fields are marked with an asterisk (*) |
| Omit JSON | Excludes the field's value from the final JSON data | Toggle on/off | Useful for display-only or helper fields |
| Default Value | Pre-fills the component with an initial value | Enter the value shown on first load | Format depends on component type (text, number, boolean, etc.) |
| Tab Index | Controls focus order when using the Tab key | Set numerically in the Component Order modal | Lower numbers are focused first |
Validation and Constraints
| Field | Purpose | Usage | Note |
|---|
| Min Value | Sets the minimum allowed value for NumberInput | Numeric value, or blank for no minimum | Only available for NumberInput components |
| Max Value | Sets the maximum allowed value for NumberInput | Numeric value, or blank for no maximum | Only available for NumberInput components |
Styling
| Field | Purpose | Usage | Note |
|---|
| Z Index | Controls stacking order of overlapping components | Numeric value | Higher values sit on top |
| Style | Custom appearance for the component's container | Enter a JSON style object, e.g. {"color": "#228be6", "textAlign": "center"} | Applied directly to the field container |
Remove Component deletes the selected field from the template.
Related Features
For more detailed information on building item option templates, please refer to the specific sections in this documentation.