Specify placeholders for the text fields that you want to include in the
proposal.
Select Fields to Add
This column displays the fields that are available to add to the
proposal, based on the record's specified hub and
proposal properties. As you select columns and fields, they are moved from this column to the
All Selected Fields column. You can move the fields back and forth between these columns as you add and remove them from the proposal.
| Field | Description |
|---|
| Quick Find
|
If the list of fields is extensive, use Quick Find to enter a single character, a string of characters, or a word to quickly locate the field that you want to add. The fields that match the data that was entered display in the
All Selected Fields column.
|
| Expand All/Collapse All
|
Click the
Expand All button to expand all field options on the menu tree or click
Collapse All to close all field options.
|
| Select Fields
|
The columns and fields that are available in this list are based on the record's hub. Click the
+ to expand the field options and then select the check box next to each field that you want to use.
Click
- to close the expanded fields.
|
|
Use these arrows to move fields back and forth between the
Select Fields to Add column and the
All Selected Fields column.
|
All Selected Fields
This column displays the fields that are selected for the
proposal from the
Select Fields to Add column.
The tags for the selected fields also display. For example, if using the
Firms hub with the following fields selected:
[Firms: CreateDate] [Firms: CreateUser] [Firms: ModDate] [Firms: Relationship], the proposal displays the
Creation Date,
Created By,
Modification Date, and
Relationship fields.
Continue adding fields to the
proposal. The sequence in which they are inserted is the sequence in which they display.
You can use the
to remove fields from this column.
| Field | Description |
|---|
| Expand All/Collapse All
|
Click the
Expand All button to expand all field options on the menu tree or clickCollapse All to close all field options.
|
| Selected Data
|
This column displays the fields that are selected for the
proposal.
|
| Selected Rows
|
For some
proposal properties and hub fields, you can further define the data that is selected for the
proposal. For example, if you are using the
Firms hub and the selected field is
Client Name, the Selected Rows displays a drop-down list that allows you to specify
All,
Owner,
Clients, or
Consultant
Firms. In addition, it lists any other values that are defined in the code tables. The options that display are determined by your System Administrator.
If there are fields selected that you do not want to use, select the fields and click
to move fields back to the Select Fields You Want to Add column.
|
| Format Options
|
If you select a column that is numeric, currency, date, or date/time, you can specify the format for that column. Click the link to open the Format Date/Time, Format Currency, and Format Number dialog boxes.
|
| Insert
|
Click this option to display the record with all field placeholders inserted. Placeholders displaying in red are from the hub and placeholders in blue are from a grid. Each grid will have its own section of placeholders.
|
