Difference between revisions of "Configuration mode"
Nancy Sabo (talk | contribs) |
|||
| Line 1: | Line 1: | ||
| − | Configuration Mode is an option available to all Administrators within the system to provide an easier mechanism for accessing and editing fields as well as other configuration shortcuts. | + | Configuration Mode is an option available to all Administrators within the system to provide an easier mechanism for accessing and editing fields, as well as other configuration shortcuts. |
| + | |||
| + | Admins will no longer have to try and trace the field to modify its configuration, and can instead access the configuration from within a record. | ||
| − | |||
| − | |||
==Using Configuration Mode== | ==Using Configuration Mode== | ||
| − | If an Administrator accesses a record in Edit mode | + | If an Administrator accesses a record in Edit mode, there will be a '''Configuration Mode''' menu item under the Options menu. |
| − | |||
| + | :: [[Image:Config Shortcut.png|300px|border]] | ||
| − | If the Administrator clicks on | + | If the Administrator clicks on it, there will be a small tab at the top of the page to indicate they are in '''Configuration Mode''', with a Refresh and Close icon. |
| − | |||
| + | :: [[Image:ConfigMode2.png|250px|border]] | ||
| − | Then when you scroll over the fields on the record they will be highlighted and can be clicked on. | + | Then, when you scroll over the fields on the record, they will be highlighted and can be clicked on. |
| − | |||
| + | :: [[Image:ConfigMode3.png|800px|border]] | ||
| − | When clicked a modal | + | When a field is clicked, a modal window opens with the configuration page for that field. Changes can be made and saved, and will appear against the field once the page has been refreshed. |
| − | |||
| + | :: [[Image:ConfigMode4.png|800px|border]] | ||
==Configuration Shortcuts / Syntax Checker== | ==Configuration Shortcuts / Syntax Checker== | ||
| + | When the '''Configuration Mode''' icon is clicked in Edit mode, the '''Configuration Shortcuts''' section also appears on the right side of the screen. | ||
| − | + | :: [[Image:ConfigShortcut.png|border]] | |
| − | ::[[Image:ConfigShortcut.png|border]] | + | It includes links to many of the General Settings specific to the entity you are currently accessing. |
| − | It includes | + | It also includes a link to the '''Syntax Checker'''. This feature allows administrators to test [[Variables]] syntax and [[Template / Type Formula|Type Formulas]] against actual records. |
| − | + | :: [[Image:Syntax Checker.png|550px|border]] | |
| − | ::[[Image:Syntax Checker.png | ||
| − | |||
* Click on the link to the '''Syntax Checker'''. | * Click on the link to the '''Syntax Checker'''. | ||
| − | * Enter variable syntax in the panel on the left hand side of the '''Syntax Checker Tool''' page. | + | * Enter variable syntax in the panel on the left hand side of the '''Syntax Checker Tool''' page. |
| − | + | *:* '''NOTE:''' Press "Tab" key to see available keywords | |
* Press "Process Variables" button. | * Press "Process Variables" button. | ||
| − | * Results appear in the grey panel on the right hand side of the '''Syntax Checker Tool''' page. | + | * Results appear in the grey panel on the right hand side of the '''Syntax Checker Tool''' page. |
| − | |||
| − | |||
| − | |||
Revision as of 14:11, 10 September 2018
Configuration Mode is an option available to all Administrators within the system to provide an easier mechanism for accessing and editing fields, as well as other configuration shortcuts.
Admins will no longer have to try and trace the field to modify its configuration, and can instead access the configuration from within a record.
Using Configuration Mode
If an Administrator accesses a record in Edit mode, there will be a Configuration Mode menu item under the Options menu.
If the Administrator clicks on it, there will be a small tab at the top of the page to indicate they are in Configuration Mode, with a Refresh and Close icon.
Then, when you scroll over the fields on the record, they will be highlighted and can be clicked on.
When a field is clicked, a modal window opens with the configuration page for that field. Changes can be made and saved, and will appear against the field once the page has been refreshed.
Configuration Shortcuts / Syntax Checker
When the Configuration Mode icon is clicked in Edit mode, the Configuration Shortcuts section also appears on the right side of the screen.
It includes links to many of the General Settings specific to the entity you are currently accessing.
It also includes a link to the Syntax Checker. This feature allows administrators to test Variables syntax and Type Formulas against actual records.
- Click on the link to the Syntax Checker.
- Enter variable syntax in the panel on the left hand side of the Syntax Checker Tool page.
- NOTE: Press "Tab" key to see available keywords
- Press "Process Variables" button.
- Results appear in the grey panel on the right hand side of the Syntax Checker Tool page.
