Path: Setup > File Layout > Add a New File Layout > Manually

This section explains how to manually create a new file layout. This offers greater flexibility than using a template, allowing you to define every aspect of the layout.

Steps to Add a New File Layout Manually

1. Click on Add a New File Layout.
2. Select the Manually option.
3. Complete the following fields:
   • Description: Provide a clear description or name for the file layout. This is a required field.
   • Enabled: Select this checkbox if the file layout should be active and available for use.
   • Link Detail Entries to: Choose how the detail entries in the file should be linked. Your options are Client Number, Client ID Number, Client Bank Account Number, or Loan Number.
   • Use Record Identifier: Select this checkbox if your file includes a Record ID.
   • Additional Header: Specify the number of header lines present in your file.
   • Additional Trailer: Specify the number of trailer lines present in your file.
   • Format: Select the file format. This is a required field. Options include CSV, XLS (Excel 2003), or XLSX (Excel 2007+).
   • Column Separator: If the file format is CSV, specify the character used to separate columns (e.g., comma, semicolon).
   • Use Transaction Counter: Select this checkbox if the file format is CSV and you need to include a transaction counter.

Buttons

After making all your changes:

• Save: Click this button to save the information to the database.
• Cancel: Click this button if you do not want to save the information to the database.