Add a Field to a Hub

Use Screen Designer in the browser application to add user-defined fields to a hub.

This also includes adding check boxes and memo fields in which you can enter larger amounts of text.

To add a field to a tab in a hub:

  1. In the Navigation pane in the browser application, open Screen Designer in one of the following ways:
    • Go to the Hubs section and select the hub that you want to customize. On the hub form, select Design from the Actions drop-down menu.
    • Go to the Settings section and select Screen Designer. In the drop-down list in the title bar of the Screen Designer form, select the hub that you want to customize.
  2. On the Screen Designer form, click the tab that you want to add the field to.
  3. In the Actions section of the actions and properties pane on the form, click Add Field.
  4. In the Add Field dialog box, enter the field type and field name and click Continue. The field type determines the specific type of information that users must enter in the field, such as a number, a date, a record from a hub (such as a project), and so on.
  5. In the Field Settings dialog box, enter other settings for the field, such as a default value, and click Save. The fields on this dialog box differ, based on the type of field you add.
  6. Be sure that you have the new field selected and highlighted on the Screen Designer form, and in the Field Properties section in the actions and properties pane, enter other information for the new field, including the following.
    • Caption Position for the field name.
    • Hidden, Locked, and Required properties for the field.
    • Tooltips for the field.
  7. On the Screen Designer form, use your mouse to drag and drop the new field to the desired location on the tab. You can also drag and drop a field from one tab to another tab.
  8. Change the length of the field by hovering over it and clicking and dragging the resize icon to the left or right.
  9. Click Save in the actions and properties pane.
Parent Topic: Customize Fields