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. The hub displays on the Screen Designer form. You can also select Chart of Accounts from the drop-down menu to customize the screen Chart of Accounts in Settings > Accounting. 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 and only if the Accounting module or the CRM Plus module is activated. Click this option to create a user-defined hub.

Left Side of the Screen Designer Form

The left side of the Screen Designer form displays a hub's screen, including the hub's sidebar (summary pane) and all its tabs. It displays the Chart of Accounts screen if you are customizing Chart of Accounts. As you use the actions in the actions and properties pane on the right side of the Screen Designer form to add a tab, field, grid, and so on to a hub or Chart of Accounts, those elements are added to the hub or Chart of Accounts and are displayed on the left side of the Screen Designer form.

When you select (click) an element on the left side of the Screen Designer form, its properties display in the properties section of the actions and properties pane on the right side of the 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 elements (tabs, fields, grids, and so on) to a hub or Chart of Accounts.
• Properties: View or enter properties for the element that you select on the left side of the Screen Designer form. For example, you can hide or lock a field or tab from users with certain security roles.

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 on the left side of the Screen Designer 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 element that you add to a tab by hovering over the element and clicking X in the upper right corner of the element.

Field	Description
Add Tab	Click this action to add a new tab to the hub or Chart of Accounts. 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 users 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 (caption). 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 and tabs in Touch CRM for the hub. When you add a user-defined field to the Contacts, Opportunities, or Firms hub, you specify the section in Touch CRM that you want to add the field to. You can also delete a section using 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 organize elements and sections on a tab. Then in the Field Properties section of the actions and properties pane, if desired, enter caption text for the divider line, hide the divider line for certain security roles, and enter a tooltip for the divider line. Use the Level field in the properties section to specify the location of the divider line in relation to its caption text.
Add Label	Click this action to add a label—text or a block of text—to the selected tab. The text can provide on-screen instructions or information for users. (The text is not the name or label for a field.) In the Caption field in the Field Properties section, enter the text for the label. You can also hide the label for certain users based on security role if desired.
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 in the Workflow field, and optionally hide the workflow button from certain security roles.
Restore Defaults	Click this action to remove all the custom elements (tabs, fields, grids, and so on) that have been added to a hub. This restores the hub's original layout and content provided by DPS. In the Restore Defaults dialog box, click Yes to continue with the restore. All the custom elements 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 elements 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

The title of this section and the fields in it vary, based on the element (field, grid, workflow button, tab, and so on) that you select on the left side of 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."

In this section, enter the properties for new elements that you add to a hub, or view or change the properties for existing elements. Properties include things such as the element's label, a tooltip, and settings that lock or hide the element from users based on security roles.

Field	Description
Field Type	This field displays the type for the selected element 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 or Chart of Accounts and add it again with the correct type.
Database Column Name	This field displays only for fields that you select 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 that you select 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 that you select 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 field displays for any of the elements (tab, field, divider, label, and so on) that you add in Screen Designer. Enter, view, or change the name or text for the element in this field. For example, enter the name for a field. This is the name that users see for the element in the hub or Chart of Accounts and throughout DPS, such as in reports and workflows. For labels, click in the Caption field to open the Caption dialog box where you can see all 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. If you use multiple languages in DPS, you must enter the caption in each different language that you use. To do this, log in to DPS in each language that you have enabled, and in Screen Designer, enter the text in the Caption field in the language that you logged in with.
Caption Position	This field displays only for fields that you select on the Screen Designer form. Select where you want the name for the field to display in relation to field. Options are Top, Left, and None. When you select Top or Left, you will not see the field name shift to the top or left position on the Screen Designer form, but the name will display to the left or the top of the field in the hub or Chart of Accounts. When you select None, no label displays for the field on the hub tab.
Hidden	Use this field to hide an element (field, grid, tab, and so on) 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. To unhide the element from a role, click the X for the role that is selected in the Hidden field.
Locked	This field displays only for fields and grids that you select 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 security 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 (project, phase, and task 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 that you select 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 type it. This is helpful especially for larger amounts of text. If you use multiple languages in DPS, you must enter the text for a tooltip in each different language that you use. To do this, log in to DPS in each language that you have enabled, and in Screen Designer, enter the text in the Tooltip field in the language that you logged in with.
Level	This field displays for divider lines that you select on the Screen Designer form. 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 that you select on the Screen Designer form. Select the scheduled workflow to start when users click this button for a hub record. These are the scheduled workflows that you set up in Settings > Workflow > Scheduled Workflows.