Difference between revisions of "Customise Field Settings"

Revision as of 13:11, 10 February 2017

Location in standard build: accessed by clicking the "Edit Fields" button on the Customise Orgs & People page

The Customise Field Settings page allows you to control which fields appear on Organisation/People "Details" pages, and also where those fields appear.

Showing/hiding fields

• The "Show On Screen?" drop-down allows you to choose whether a field should be displayed, and if displayed, on which tab.
• The "Display Order On Screen" column allows you to control the order of fields. The bigger the Display Order number, the lower that option will go (think of it like a weighting for each option - heavier ones sink to the bottom, lighter ones rise to the top).
• The "System Search" column allows you to choose whether a field should be one of the ones that you can filter the main search for that Type by. For example, if you want to be able to search the list of Clients for all clients in a certain Postal District, then the "Search Fields" check box should be ticked for the Postal District line.
• The "Results Fields" column is reserved for future use. A future release will include the capability to decide which pieces of information should be shown on the search results list.

Access control

By moving fields from one tab to another, and controlling whether the users can view personal tabs, you can hide certain groups of details (for example, you might wish to hide staff address details) from users.

The image below shows the address fields, moved to the Personal Details tab.

File:Cl CFS 2.png

Reducing visible fields, to make the screens easier on the eye for the end user

If you are not using certain fields, why not hide them? By hiding unused fields, end users are only presented with the ones that they need, making the display simpler.

The image below shows the General Details tab, with all but a minimum of fields removed.

790px

Rob Kay - manual author (talk) 13:09, 10 February 2017 (GMT)