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Configuration mode

363 bytes added, 18:17, 27 November 2019
Overview
==Overview==
'''Configuration Mode ''' is an option available to all [[Global User Administrator|Administrators]] within the system. Configuration Mode provides an easier mechanism for accessing and editing fields, as well as other configuration shortcuts. Admins can access the configuration from within a record. Users without an [[Global User Administrator|Administrator]] role are unable to use Configuration Mode.
==Configuration Checklist==
==Using Configuration Mode==
If an To get into Configuration Mode, the Administrator accesses a record must first be in Edit mode, there will be a '''Configuration Edit Mode''' menu item under the Options menu.
1. After accessing any record, there will be an '''Edit '''button that takes you into '''Edit Mode.''' :: [[ImageFile:Config ShortcutEditButton.png|300px200px|border]]If the Administrator clicks on it2. Select the '''Options '''button, which will produce a drop-down menu.  3. Under '''Settings, there  '''select '''Configuration Mode. ''' :: [[File:ConfigurationMode.png|200px|border]]There will be a small tab at the top of the page to indicate they you are in '''Configuration Mode''', with a Refresh and Close icon.
:: [[Image:ConfigMode2.png|250px|border]]
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|200px|border]]
It includes links to many of the General Settings specific to the entity you are currently accessing.
:* Press "Process Variables" button.
:* Results appear in the grey panel on the right hand side of the '''Syntax Checker Tool''' page.
 
==See Also==
* [[Configuring a SmartSimple Instance]]
* [[Custom fields]]
[[Category:Custom Fields]] [[Category:Standard Fields]] [[Category:Universal Tracking Application]][[Category:UTA Settings]]
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