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Configuration mode

40 bytes removed, 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==
1. After accessing any record, there will be an '''Edit '''button that takes you into '''Edit Mode.'''
:: [[File:EditButton.png|150px200px|border]] 
2. Select the '''Options '''button, which will produce a drop-down menu. 
:: [[File:ConfigurationMode.png|200px|border]]
 
There will be a small tab at the top of the page to indicate you are in '''Configuration Mode''', with a Refresh and Close icon.
:: [[Image:ConfigMode4.png|800px|border]]
 
==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|200px|border]]
It includes links to many of the General Settings specific to the entity you are currently accessing.
:* 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.
Smartstaff, administrator
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