ClearPoint Setup - Customizing HTML Tables | Scribe

    ClearPoint Setup - Customizing HTML Tables

    • Fernando Montenegro |
    • 0 step |
    • 7 minutes
    Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)

    Pre-requisites

    Create a Custom Field

    The following steps will guide you in the creation of a Custom Field.
    - From the Control Panel click on **System Settings** - Select **System Setup** - Click on **Custom Fields** under Standard Features
    - Each custom field can be associated with only one type of element, in this example we are going to use a **Measure** - Click on the **Measure tab** - Click on the **Plus icon**
    - Under **Custom Field Name**, enter the name of the new custom field, in this example, ‘Custom HTML Tables’. - Choose **HTML Text** as the **Field Type** - Once you are done with your changes, click **Save**

    Add a Custom Field to an Element Detail Page

    In this example, we are going to add the Custom field created above to a Measure Detail Page.
    - Select **Scorecards & Elements** from the Control Panel - Choose **Manage Elements** - Open **Measures** - Click on the **Measure** you are going to be working with, in this example, ‘Expenses’.
    - From the Detail Page click on the **dropdown menu** next to the edit - Choose **Edit Layout** - Locate the **Custom Field** on the left panel, in this example, ‘Custom HTML Tables’. - Click on the **Plus icon**
    - **Drag and drop** the Custom Field to the desired location - Once you are done with your changes, click **Save** - The custom field will be part of the **Measure Detail page** moving forward

    Inserting tables

    - Select **Scorecards & Elements** from the Control Panel - Choose **Manage Elements** - Open **Measures** - Click on the **Measure** you are going to be working with, in this example, ‘Expenses’.
    - Double-click on the **Custom Field** where you want to insert a table, in this example, ‘Custom HTML Field’. - Click on the **Addition toolbar items** icon - Click on the **Table icon** - Insert a **Table**, we are going to choose 3x2
    - You can enter content into the **table cells** - Click on the **Green checkmark** at the top of the screen to **Save** your changes - You will find your newly added table on the **Measure Detail page**

    Adding or deleting rows or columns

    We are going to go over two methods to add or delete rows or columns.
    **From the Additional toolbar items icon**
    - Select **Scorecards & Elements** from the Control Panel - Choose **Manage Elements** - Open **Measures** - Click on the **Measure** you are going to be working with, in this example, ‘Expenses’.
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