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Configuration mode

1,437 bytes added, 17:15, 3 June 2019
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==Overview==Configuration Mode is an option available to all [[Global User Administrator|Administrators ]] within the system to provide . 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.
Admins will no longer have ==Configuration Checklist==The following checklist defines a sequence that you should consider when setting up your copy of [[SmartSimple]] prior to try giving people access to the system: * Configure Organization Settings - set [[Branding#Colors_.26_Styles|colour scheme]], [[License Definition|licensing]], [[Backup Server and Testing Instances|backup]] and trace [[Organization terminology|terminology]]. * If required, define the [[Custom Fields|custom fields]] required for organisations – add the field fields you need to modify its configuration, accurately reflect your business.* Create or upload organisation information for both [[Internal|internal]] and can instead access [[External|external]] organisations – add organisation information to the system.* Define [[Role|roles]] for people – add the [[Role|roles]] people play in the business to accurately reflect your business.* Define any [[Custom Fields|custom fields]] for [[Role|roles]] – add the fields you need to accurately reflect the [[Role|roles]] people play in business.* Define or upload "people" - [[Internal|internal]] or [[External|external]] organisations – add people to the system.* Subscribe to [[SmartSimple]] [[Applications|applications]] – determine the configuration from within a record[[Applications|applications]] required by each group of people.* Give Manager Permission to specific [[Role|roles]] – determine which groups of people are responsible for each application and feature[[Category:Global Settings]][[Category:System Management]]
==Using Configuration Mode==
:: [[Image:Config Shortcut.png|300px|border]]
 
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.
:: [[Image:ConfigMode3.png|800px|border]]
 
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==
When the '''Configuration Mode''' icon is clicked in Edit mode, the '''Configuration Shortcuts''' section also appears on the right side of the screen.
:: [[Image:Syntax Checker.png|550px|border]]
: :* 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.  
:* Press "Process Variables" button.
:* Results appear in the grey panel on the right hand side of the '''Syntax Checker Tool''' page.
[[Category:Custom Fields]] [[Category:Standard Fields]] [[Category:Universal Tracking Application]][[Category:UTA Settings]]
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