Customise Field Settings
Location in standard build: Administration > Security > Customisable Tab Settings
The Customisable Tab Settings page allows you to control which fields appear on Organisation/People "Details" pages.
Contents
For example, as standard the Client Details screen has various fields on the "General Details" tab, and various fields on the "Personal Details" tab. The Customisable Tab Settings page lets you control whether fields appear at all, and which of these two tabs each field appears on. In addition, you can control whether each field is to be available as a search field.
Clicking on the Customisable Tab Settings menu item (Administration > Security > Customisable Tab Settings) will bring you to a page with a tab for each organisation/person type on your system.
You can now select the type of organisation/person you want to work on (Client shown).
Options for fields
Showing/hiding fields
For each field in the system, the first drop-down box gives the following options -
- Show On General Tab
- Show On Personal Tab
- Hide
Using these options, you can reconfigure how the General and Personal tabs appear.
Display Order On Screen
Options with a larger display order number will be displayed below options with smaller numbers. Think of the number as a "weight" - options with a bigger weight sink to the bottom, options with a smaller weight rise to the top. By using this option you can rearrange the fields on each tab to suit your needs.
Search Field?
Any fields that have this option ticked will appear on the search page for that organisation/person type. Removing fields you don't need makes the search page easier for users.
Examples of use
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.
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.
Rob Kay - manual author (talk) 13:00, 13 May 2015 (BST)
