Contents of the Screen Designer Form

Use the field and options on the Screen Designer form in the browser application to customize hubs.

Contents

Screen Designer Title bar

Field	Description
Hub Drop-Down Menu	If you open Screen Designer from Settings, select the hub whose tabs, fields, or grids you want to customize. This hub now displays on the Screen Designer form. If you open Screen Designer from a hub, this field does not display.
+ New Hub	This option displays only when you open Screen Designer from Settings. Click this option to create a user-defined hub.

Hub Sidebar (Summary Pane)

The left side of the Screen Designer form displays a hub's sidebar (summary pane).

Tabs

The tabs for a hub display in the center of the Screen Designer form.

Actions and Properties Pane

This pane on the right side of the Screen Designer form contains two sections:

• Actions: Click an action to add tabs, fields, grids, workflow buttons, labels, and divider lines to a hub.
• Properties: Make entries in the property fields to further customize a field, grid, or tab. For example, you can hide or lock a field or tab from certain roles. The property fields in this section apply for element on the screen that has the focus—the new field, grid, or tab that you just added or an existing field, grid, or tab that you click and select on the screen.

Field	Description
Hub Preferences	This option displays only for user-defined hubs—after you save a user-defined hub. Click this option to open the Hub Preferences dialog box and change any of the information for a hub that you originally entered for it, such as the tab name, Help URL, and standard tabs to include on the tab. The dialog box also contains the Delete Hub option to permanently delete a user-defined hub.

Actions Section

Click an action in this section to add fields, grids, tabs, and so on to a hub. After you add one of these elements, you also do the following:

• Enter properties for the element in the properties section of the actions and properties pane on the Screen Designer form.
• Drag and drop the element to the desired location on the tab or form.
• Resize an added element by hovering over it and clicking and dragging the resizing icon in the bottom right corner of the element.

You can delete an item that you add to a tab by hovering over the item and clicking X in the upper right corner of the item.

Field	Description
Add Tab	Click this action to add a new tab to the hub. The new tab is automatically added as the right-most tab on the screen. Then in the Tab Properties section of the actions and properties pane, enter a name for the tab in the Caption field. If you want to hide this tab from certain employees based on security roles, enter those roles in the Hidden field in the Tab Properties section.
Add Field	Click this action to add a field to the selected tab. In the next dialog boxes that display, enter information for the field, such as the field type and field name. Then in the Field Properties section of the actions and properties pane, use the Hidden, Locked, Required, and Tooltip fields to customize the field further.
Add Grid	Click this action to add a grid to the selected tab. In the next dialog boxes that display, enter information for the grid, such as the grid name, grid columns and column properties. Then in the Grid Properties section of the actions and properties pane, use the Hidden and Locked fields to further customize the grid.
Manage Touch CRM Sections	This action displays when you open Screen Designer for the Contacts, Opportunities, or Firms hub. Click this action to open the Touch CRM Sections dialog box and add new sections to a tab in the Touch CRM app for the hub. When you add a new field to the Contacts, Opportunities, or Firms hub, you specify the section of a tab in the Touch CRM app that you want to add the field to. You also delete a section from the Touch CRM Sections dialog box.
Add Divider Line	Click this action to add a divider line to the selected tab. Divider lines can help you organize elements and sections on a tab. Then in the Field Properties section, you can enter caption text for the divider line, hide the line for certain security roles, enter a tooltip for the divider line, and specify the location of the divider line in relation to its caption text.
Add Label	Click this action to add text or a block of text to the selected tab. The text does not have a corresponding entry field. The text is often used to provide on-screen instructions. In the Field Properties section, enter the label text in the Caption field. Click in the Caption field to open the Caption dialog box where you can better see the text as you type it. You can also use the ENTER key on your keyboard to add a blank space between lines of text. In the Hidden field in the Field properties section, select the security roles for which to hide the label text.
Add Workflow Button	Click this action to add a workflow button to the selected tab. This allows users to initiate a scheduled workflow for a hub record. In the Field Properties section of the actions and properties pane, enter the name for the button in the Caption field, select the workflow that will be triggered when a user click the workflow button, and optionally hide the workflow button from certain roles.
Touch CRM Sections
Restore Defaults	Click this action to remove all the custom items that have been added to a hub. This restores the hub's original layout and content provided by Deltek. In the Restore Defaults dialog box, click Yes to continue with the restore. All the custom items (tabs, fields, grids, and so on) that you added are immediately removed from the hub. You must click Save at the top of the actions and properties pane of the Screen Designer form to finalize and save the restore defaults action. If you click Cancel in the actions and properties pane, the items that were removed from the hub are added back to the hub. Then click Save to save the cancel action.

Field/Grid/Tab Properties Section

In this section, enter properties for a new hub item (field, grid, workflow button, tab, and so on), or view or change the properties for an existing hub item. Properties include the item's label that users see in the hub, settings that lock, hide, or require an entry by certain users, and so on.

This section displays the properties for the item on the Screen Designer form that is highlighted and has the focus, such as a new hub item that you just added or an existing item that you clicked and selected on the form.

The title of this section and the fields in it change to apply for the item that you select on the Screen Designer form. For example, when you select a field, the section title is "Field Properties." When you select a tab, the section title is "Tab Properties."

Field	Description
Field Type	This field displays the type for the selected item on the Screen Designer form, which you cannot change. The types for tabs, grids, and workflow buttons are Tab, Grid, and Button. The type for fields is more specific and identifies the type of information that users are required to enter in the field. Field types for fields are Character, Numeric, Checkbox, Date, Dropdown, Currency, and so on. You specify the field type for a user-defined field on the Add Field dialog box when you initially create the field.
	When you select a user-defined field or a user-defined or standard grid on a tab on the Screen Designer form, displays to the right of the Field Type label. Click to open the Field Settings dialog box or Grid Settings dialog box, and edit settings for the selected field or grid. You can change things such as the default value for the field, the decimal places for a numeric field, the hidden and required settings for a grid column, and so on. You cannot change the field type for a field. If a field has the wrong field type, you must delete it from the hub and add it again with the correct type.
Database Column Name	This field displays only for fields on the Screen Designer form. It displays the database name for a field. You cannot change it.
Database Table Name	This field displays only for grids on the Screen Designer form. It displays the database table name for a grid. You cannot change it.
Field ID	This field displays only for workflow buttons on the Screen Designer form. It displays the workflow button's field ID, which you cannot change.
Tab ID	This field displays only for tabs on the Screen Designer form. It displays the tab's ID, which you cannot change.
Caption	This displays for any of the elements (tab, field, label, and so on) that you add to a hub in Screen Designer. Enter, view, or change the name or text for the element. This is the name that users see for the element in the hub and throughout Deltek, such as in reports and workflows. For labels, you can click in the Caption field to open the Caption dialog box where you can better see the text as you type it. You can also use the ENTER key on your keyboard to add a blank space between lines of text.
Caption Position	This displays only for fields on the Screen Designer form. Select where you want the name for the field to display in relation to the box in which you make the entry for the field. Options are Top, Left, and None.
Hidden	If you want to hide an element (field, tab, and so on) in a hub from certain users based on a user's security role, select the element on the Screen Designer form, and then in the Hidden field, select one role, multiple roles, or [All Roles] to hide the element from.
Locked	This field displays only for fields and grids on the Screen Designer form. If you want certain users to see but not make changes to the field or grid, select one role, multiple roles, or [All Roles] in this field to prevent the users with these roles from editing the field or entries in the grid.
Required	This field displays only for fields on the Screen Designer form. Select whether an entry is required in this field for employees who are specified as accounting users, CRM users, or both on the Overview tab in the Employees hub.
Required Level	This field displays only for the Projects hub. The field is enabled for a user-defined field that has an entry in the Required field. In the Required Level field, select the work breakdown structure level (project, phase, or task) for which the users who are specified in the Required field must make an entry in the user-defined field. Options in the Required Level field are: All Levels: The users must make an entry in the field at all levels of the project's work breakdown structure (WBS1, WBS2, and WBS3 if you have all three levels). Project: The users must make an entry in the field at the project level (WBS1). Lowest: The users must make an entry in the field at the lowest work breakdown structure set up for a company. For example if you have WBS1 and WBS2 for a company, the lowest level is WBS2.
Tooltip	This field displays for fields and divider lines on the Screen Designer form. Enter the text that you want users to view when they click beside a field or divider line. For example, you may want to enter more specific instruction or information about what to enter in the field. Click in the Tooltip field to expand and display the field in the Tooltip dialog box. This allows you to easily see all the tooltip text as you enter it, especially for larger amounts of text. You can also create paragraphs in the dialog box, which you cannot do directly in the Tooltip field.
Level	This field displays for divider lines. The options in this field control where the divider line is placed in relation to the divider line caption text that you enter in the Caption field in the Field Properties section. Select one of the following options: 1: This places the divider line below the caption text. 2: This places the divider line at the same level as the caption text. 3: Only the caption text displays and the divider line is omitted.
Workflow	This field displays only for workflow buttons on the Screen Designer form. Select the scheduled workflow that starts when users click this button for a hub record.