Manage Field Sequence

Introduction

You use the Manage Field Sequence screen to work with existing fields and to add custom fields. You can add or remove fields, change the order of fields, and add or edit screen sections (group fields into individual panels on a screen). When working with screen sections you can add columns and rows and specify display options such as backgrounds, borders and alignment.

How to Access the Screen

1. In the Global Toolbar, display the Settings menu and select Settings.

2. Select the System Configuration tab, if necessary, to display system configuration options.

3. Display the Show drop-down list and select Field Sequence. The Manage Field Sequence screen displays.

Tasks You Can Do on This Screen

• 

  - Add, move, or reorder fields on a screen; add or edit sections and save the changes.

Field Descriptions on This Screen

Adding, Removing and Reordering Fields

Abstract

You can add fields to a selected page by dragging them from the list pane into the work pane. Likewise, you can remove fields from a page by dragging them from the work pane into the list pane.

You can reorder fields on the page by dragging them to new locations within the work pane. If there are multiple sections on a page, you can drag fields between sections.

Note: Changes you make are global and effective whenever a screen is accessed in edit mode. For example, if you add a field to the Construct Job screen, the field is added to all existing job templates and is effective the next time a job is created using a template. Likewise, if a job is in the Construction or Selection phase, the field is added to the Job Details page but is not effective until the user views the page in edit mode.

As you drag fields between panes or sections, a movement icon displays with your mouse pointer to indicate when you can release the mouse button to place the field. When the icon displays as , the field is in a transient location, and releasing the mouse button does not place the field. When the icon displays as , the field is in an acceptable location, and releasing the mouse button places the field at the location of the mouse pointer. When the icon displays as , the field is in an unacceptable location and releasing the mouse button does not place the field.

Note: Some fields or sections cannot be modified. There is nothing on screen that indicates whether you can modifiy a field or section. If you try to modify a restricted field or section, your changes is not saved.

1. Display the Manage Field Sequence screen.

2. In the list pane, display the Page drop-down list and then select the page with which you want to work.

3. To add a field, expand the node for the appropriate entity in the list pane, drag the field from the list pane to the target location and then release the mouse button. Tip: When you release the mouse button, the field is placed at the location of the mouse pointer. If you are having difficulty placing a field in a precise location, use the tip of the mouse pointer as a guide to the target location.

4. To remove a field, drag the field from the screen into the list pane and release the mouse button. Note: You do not need to expand the node to which the field belongs. You can drag the field to any area in the list pane and the system places the field with the correct entity.

5. To move a field to another location on the screen, drag the field to a new location and release the mouse button.

6. Select the Save icon .

Modifying a Section

Abstract

Sections provide a way to group related fields and arrange them in an orderly fashion.

Using section settings you can specify where sections are located on the page, how many columns they can contain, and whether they display borders and background colors.

1. Display the Manage Field Sequence screen.

2. In the list pane, display the Page drop-down list and then select the page with which you want to work.

3. Select the Add/Edit Section link to display section settings.

4. Display the Select Section drop-down list and select the section for which you want to modify settings. Note: If there is only one section on the page, the section is selected by default.

5. To make the section a sub section, display the Parent Section drop-down list and select a parent section.

6. To change the name of the section, enter a new name in the Name text box.

7. To change the vertical or horizontal placement of the section, enter new values in the Vertical Ordering and/or Horizontal Ordering text boxes. Note: If there is only one section on the page, the vertical and horizontal ordering each default to 1.

8. Select the Apply button to apply the changes.

9. To modify advanced section settings:

   • Select the Advance Settings link to display advanced settings.

   • Make your modifications.

   • Select the Apply button to apply the changes.

Adding a New Section

Abstract

When you add a new section to a page, the Parent Section, Name and Vertical Ordering fields are blank and you can specify information as needed.

The advanced settings fields display default values, which you can change as needed.

1. Display the Manage Field Sequence screen.

2. In the list pane, display the Page drop-down list and then select the page to which you add the section.

3. Select the Add/Edit Section link to display section settings.

4. Select the Add button to refresh the page and display empty fields for the new section.

5. If you want to designate a parent section, display the Parent Section drop-down list and select a section.

6. Enter a name for the section in the Name text box.

7. If you want to change the default advanced settings, select the Advance Settings link to display the advanced settings fields.

8. Make your changes as needed.

9. Select the Apply button to add the new section to the page.

10. Add fields to the new section.

11. Select the Save icon .

Deleting a Section

Abstract

You can delete a section.

Note: If you need to delete a section, remove the fields in the section and then select the Delete Section icon . Keep in mind the deletion is permanent, and the section cannot be recovered. If you simply do not want a section to appear, you can delete the fields from the section without deleting the section.

IMPORTANT: You should NEVER delete the Compensation section on the Construct Job screen. If you do not want the section to appear, remove all the fields for the section, but do not delete the section.

1. Remove the fields in the section.

2. Select the Delete Section icon .