Creating on/off switches

Introduction

The following document will explain how to enter on/off switches or checkbox attributes in Paragon.

Find out more about what attributes are and how they can be used.

Note that there isn't a limitation on the number of attributes you can create in Paragon.

Open attribute setup

From any screen, hit the settings button. This will bring you to the settings page.

Under the attributes card, click on attribute setup to access the attributes setup module.

Create a new attribute

To add an attribute, hit the create new attribute button.

Name your attribute

First, enter the attribute name. Then, hit the next button.

When you hit the next button, certain conditions will be validated:

The name must begin with a non-space character
The attribute name must be unique

Note that once you've completed setting up your attribute, the name of the attribute cannot be changed.

Choose the attribute type

Now, choose the type of attribute you want. You can select from:

Freeflow text or number entry
List to choose from
Money and currency
On/Off
Date picker

In this case we want to select on/off and then hit the next button.

The system will now allow you to choose whether you want the on/off box to be checked, or left blank by default. (Blank means that the switch will be off and will have to be checked on manually each time it is encountered on a screen.) Once you've chosen your option, hit next.

Once you've hit next, the system will once again show you the preview of your attribute, as well as an optional description of your attribute, and a list of categories to choose from (accounting, manufacturing, sales, etc.).

Once you're happy with the final changes, save your changes and your attribute will be ready to use.

What's next?

Once you've created all your attributes, the next step will be to associate them to reference modules or transaction modules