Add a Field to a Hub

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

This also applies for adding check box and memo fields in which you can enter larger amounts of text.

To add a field to a tab:

  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, or go to the Settings section and select Accounting > Chart of Accounts to customize Chart of Accounts. On the form, select Design from the Other 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 application 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 place only three elements (a combination of three fields, grids, and so on) in one "row" on a tab.
    • You can drag and drop a field from one tab to another tab.
  8. To change the width of the field, hover over it and then click and drag the resize icon in the lower right corner of the field.
  9. Click Save in the actions and properties pane.
Parent Topic: Customize Fields