Lines are a super-sized enhancement to your Apps that will allow you to give them a boost of capabilities. With them, you can create invoices or quotes fairly easily without having to use other systems.
Edition Qualifier: This feature is available in all FreeAgent Editions.
User Permissions: Only the Administrator can customize Lines.
In this tutorial, we will cover the following topics:
- Navigate to Lines
- Create Lines for your App
- App with Lines Example (Quote App)
Navigate to Lines
Open the menu and go to 'Admin Settings' to display the available options, then click App Setup to display even more options. Then select your desired app and click on 'Lines'. You can also use the search function to get there faster, just start typing 'Lines'.
Create Lines for your App
To create a Line, simply click the 'Add New Line' button. Here you will need to add the name of your Line. You also have the option to select a unique icon for your Line. There are a few options for you to choose from. Quick Tip: think of the Lines as a "child-app" of your main app.
As soon as you click the 'Save' button the Line will be created and it will be available right next to Lines in the top menu. Click the name of your New Line to start adding fields to your Line.
Create Fields for your Line
Configuring your Lines is very similar to how you add Fields to your Apps. Then just click the 'Add Field' button to get started. To learn how to create fields and what type of fields you have available, we recommend the following tutorial:
Use Reference Join Fields Where Possible
Lines are mostly used to create a dependency relationship between your apps, as a parent-child relationship. Because of this, it is a good idea to identify those elements that you already have within your Apps and create a Reference Join field to get that existing data instead of having to input it manually.
For example, if you are looking to create an Invoice App, and you need to have the Account Name and Address, instead of creating Text fields to manually input them, you can get this information from the Account App. Just create a Reference field to select the Account and then a Reference Join to get its address.
Create Field Sections to Keep your Forms Nice and Clean
If you are planning on adding multiple fields to your Line, we recommend that you create Form Sections to divide them. To learn more about them, we recommend the following tutorial:
Configure your Card
You can change the configuration of the cards for your Lines as well. To learn more about Card Configuration, please visit the following tutorial:
Identify which Elements Should be Part of the App, and Those that Should be Added to the Line
To explain this, let's use an Invoice as an example. There are elements in the invoice that are part of the high-level information (1), meaning the App, while there are others that belong to the table (2) inside the invoice, those correspond to the Line.