Difference between revisions of "UTA Standard Field Settings"

From SmartWiki
Jump to: navigation, search
(→‎Settings)
m (Reverted edits by Arthur (Talk) to last revision by Cameron)
Line 1: Line 1:
 
=UTA Standard Fields=
 
=UTA Standard Fields=
−
The following describes the settings for the [[Standard Field]]s found on the UTA Level 1, Level 2 and Level 3. These can be configured via the [[UTA Settings - Entity|Entity tab]] of the [[UTA Settings Page]].
+
The following describes the settings for the [[Standard Field]]s found on the UTA Level 1, Level 2 and Level 3. These can be configured via the '''Application Configuration''' page of your [[UTA]].
−
 
+
[[Image:StandardFieldSettings.PNG]]
−
*On the [[UTA Settings - Entity|Entity tab]], click on the link for "Standard Fields" in the section Level 1, Level 2 or Level 3 sections.
 
−
*The following page will be displayed ''(example shown is Level 1 standard fields)'':
 
−
{{StandardFieldEditPage}}
 
  
 
===Adding a field===
 
===Adding a field===
−
* In the left hand list of standard fields, click on the name of the standard field you wish to add.
+
* Click the right arrow next to the field name and the field name will be copied to the '''Label''' box.
−
* In the right hand standard field detail frame, enter text into the "Caption" field.
+
* You can also type directly into the '''Label''' field and provide any field name you wish.
−
* Scroll to the bottom of the right hand frame and click the Save button.
+
* All fields that have a name in the '''Label''' field have been added.
−
* The standard field will now be displayed in your UTA, using the nomenclature you have defined.
 
  
 
===Removing a field===
 
===Removing a field===
−
* In the left hand list of standard fields, click on the name of the standard field you wish to delete.
+
* Click the left arrow next to the field name, or select and delete the field name from the label box.
−
* Scroll to the bottom of the right hand frame and click the Delete button.
+
* Any fields that do not have a name in the '''Label''' section will not be used.
−
* You will be prompted with "Are you sure to delete the current field settings?" Click "Yes" if you are sure.
+
 
 +
===Mandatory===
 +
* The Mandatory check box will ensure that a value has been input into the field before the record can be saved.
 +
* This validation is not performed when if the '''Save Draft''' button (if enabled) is used to save the record.
 +
::* ''See [[Statuses]] for details.''
 +
 
 +
===Read Only===
 +
* The Read Only check box prevents the value in the field from being changed by the user.  
 +
* The field can still be updated programmatically through the use of [[Template / Type Formula]] or [[Custom Field Type: Special – Browser Script|Browser Scripts]]
 +
 
 +
===Track Changes===
 +
* The Track Changes check box enables tracking of any changes made to the standard field.
 +
::* ''Fields that have "Track Changes" enabled will be displayed with a sundial next to the field name.''
 +
::* ''Users that have been given the relevant [[Manager Permissions|Manager Permission]] will be able to view the field history.''
  
−
==Settings==
+
===Label===
 +
* All fields with a name in this field have been enabled.
  
−
The following settings are available for each standard field.
+
===Instruction===
 +
* Entry into this text box is used to provide ''mouse over'' help on a field.
 +
* Type the help in the instruction box to the right of the label box. When completing a form if the user hovers their mouse of the field the instruction will be displayed.
  
−
{{StandardFieldSettings}}
+
===Validation Message===
 +
* This box is used to control the message that is displayed when the user does not complete a '''Mandatory''' field and attempts to save the record.
 +
::* ''See [[Validation Message]] for more information.''
  
−
===[[Status Field Permissions|Status - Field Permissions]]===
+
===Visibility Condition===
−
These [[Status Field Permissions|settings]] allow you to control by the [[Status]] of the record whether or not the field can be viewed and/or modified.
+
* Whether or not the Standard Field is visible can be controlled using conditional statements in this box.
 +
::* ''See [[Visibility Condition]] for more information.''
 +
 
 +
===Edit Condition===
 +
* Whether or not the Standard Field is shown as read-only or not can be controlled using conditional statements in this box.
 +
::* ''See [[Edit Condition]] for more information.''
  
 
==See Also==
 
==See Also==
 
* [[Visibility Condition]]
 
* [[Visibility Condition]]
 
* [[Edit Condition]]
 
* [[Edit Condition]]
−
* [[UTA Settings - Entity]]
 
−
 
−
{{PrevNextStart}}[[Standard Level 1 Field List]]
 
−
{{PrevNextMid}}[[Status Field Permissions]]
 
−
{{PrevNextEnd}}
 
  
−
[[Category:Universal Tracking Application]][[Category:UTA Settings]]
+
[[Category:Universal Tracking Application]]

Revision as of 14:07, 15 July 2013

UTA Standard Fields

The following describes the settings for the Standard Fields found on the UTA Level 1, Level 2 and Level 3. These can be configured via the Application Configuration page of your UTA. StandardFieldSettings.PNG

Adding a field

  • Click the right arrow next to the field name and the field name will be copied to the Label box.
  • You can also type directly into the Label field and provide any field name you wish.
  • All fields that have a name in the Label field have been added.

Removing a field

  • Click the left arrow next to the field name, or select and delete the field name from the label box.
  • Any fields that do not have a name in the Label section will not be used.

Mandatory

  • The Mandatory check box will ensure that a value has been input into the field before the record can be saved.
  • This validation is not performed when if the Save Draft button (if enabled) is used to save the record.

Read Only

  • The Read Only check box prevents the value in the field from being changed by the user.
  • The field can still be updated programmatically through the use of Template / Type Formula or Browser Scripts

Track Changes

  • The Track Changes check box enables tracking of any changes made to the standard field.
  • Fields that have "Track Changes" enabled will be displayed with a sundial next to the field name.
  • Users that have been given the relevant Manager Permission will be able to view the field history.

Label

  • All fields with a name in this field have been enabled.

Instruction

  • Entry into this text box is used to provide mouse over help on a field.
  • Type the help in the instruction box to the right of the label box. When completing a form if the user hovers their mouse of the field the instruction will be displayed.

Validation Message

  • This box is used to control the message that is displayed when the user does not complete a Mandatory field and attempts to save the record.

Visibility Condition

  • Whether or not the Standard Field is visible can be controlled using conditional statements in this box.

Edit Condition

  • Whether or not the Standard Field is shown as read-only or not can be controlled using conditional statements in this box.

See Also

Retrieved from ‘https://wiki.smartsimple.com/index.php?title=UTA_Standard_Field_Settings&oldid=16696’