Add an entry layout

You cannot change the supplied entry layouts, but you can copy an entry layout and change it subsequently. You do not create an entry layout from scratch, but use another entry layout as basis.

The entry layouts supplied with Profit are identified by the addition of (Profit) to the name.

To copy an entry layout:

  1. Go to: General / Management / Entry layout.
  2. Select the entry layout.
  3. Click on the action: Copy.

    You open the wizard for adding an entry layout.

  4. Enter a name for the entry layout.
  5. Check the other data. This is important for the authorisation.
  6. Click on: Finish.

    Profit opens the entry layout so that you can change it right away.

To add an entry layout:

  1. Go to: General / Management / Entry layout.
  2. Click on: New.
  3. Select the entry layout.
  4. Enter a description and check the properties of the entry layout. This is important for the authorisation.
  5. Click on: Finish.

    Profit opens the entry layout so that you can change it right away.

Directly to

  1. Entry layout
  2. Add an entry layout
  3. Add a field to the entry layout
  4. Specify preferred values for fields
  5. Configure header and footer
  6. General settings in an entry layout
  7. Configure actions
  8. Configure lines
  9. Add images to entry layout header
  10. View which entry layout is valid
  11. Block entry layout
  12. Add custom fields to an entry layout
  13. custom configuration