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Element Types

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Overview

Element Types define categories for elements within your Flex system, such as Quotes, Estimates, or Event Folders. Configuring Element Types allows you to tailor the system to match your operational workflows and reporting needs. Applying Element Types will allow you to change the appearance of Elements in generated reports as the element progresses through its workflow (i.e. When you confirm a Quote, you may wish to change it from "Proposal" to "Estimate")

This article explains how to create, edit, and manage Element Types. The default Element Types are suitable for most users, but you can customize them to fit your organization’s requirements.

Adding a New Element Type

  1. On the Projects menu, select Element Types.
  2. Click the icon.
  3. Enter a Name for the new Element Type.
  4. Configure any additional properties as needed (e.g. Code, Description).
  5. Click OK.
To apply the Element Type automatically when transitioning workflow, you will need to set the "Change To Type" for the Workflow action that you wish to use the Element Type.
NOTE: When manually applying Element Types, you must ensure it's enabled as a "Permitted Element Type" on Element Definitions that you wish to use it on. This will allow you to set the element type as the "Default" for specific elements and/or permit the element type. Permitting the element type allows it to be selected for Elements when performing manual changes.

Editing Element Types

  1. On the Projects menu, select Element Types.
  2. Double-click the Element Type to open its configuration.
  3. Make edits in the Name or other property fields.
  4. Click OK.

Deleting Element Types

  1. On the Projects menu, select Element Types.
  2. Select the checkbox of the Element Type(s) you wish to delete.
  3. Click the Delete Selected Element Type(s) icon.

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