Contents of the Screen Designer Form

Use the field and options on the Screen Designer form to customize hubs and the chart of accounts.

Contents

Screen Designer Title Bar

Field	Description
Select Application	This field displays only when you open Screen Designer from Settings (Settings > General > Screen Designer). Select the application whose tabs, fields, or grids you want to customize. The application displays on the Screen Designer form.
Area	This field displays only when you open Screen Designer from Settings, and you select Projects in the Select Application field. In the Area field, select the application in the Projects hub that you want to customize in Screen Designer. Options are: Contract Management, Invoices, and Project.
+ 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 the hub or chart of accounts that you are customizing, with all it's existing tabs, fields, grids, and so on. A hub's sidebar (summary pane) is also displayed. As you use the actions in the actions bar of the Screen Designer form to add elements (tabs, fields, grids, and so on) to a hub or chart of accounts, those elements are added and displayed on the left side of the Screen Designer form. The user-defined elements that you add are displayed with beside them to indicate that they are user-defined elements, not the elements that come standard with Vantagepoint.

When you select (click) an element on the left side of the Screen Designer form, its properties display in the properties pane on the right side of the Screen Designer form.

When you create a new, user-defined hub, the left side of the Screen Designer form displays an Overview tab that is automatically added to the hub. Additionally, you see a sidebar and the following other standard Vantagepoint tabs if you chose those options on the Create a Hub dialog box that displays when you initially create a user-defined hub:

• Activities
• Files
• Links
• Files & Links

On the Activities tab, you can schedule and manage activities, such as meetings, phone calls, and other activities for a record. New activities entered here are also added to your calendar and dashboard.

The Files, Links, and Files & Links tabs allows you to upload, view, and store files (documents) that are related to the current hub record and add links to external text files, graphics files, or email messages, and so on.

You can further customize these standard tabs in a user-defined hub. You can also remove the tabs using the options on the Hub Preferences dialog box. Click Other Actions > Hub Preferences to open the dialog box.

Search Field

Field

Description

Find Field Caption/ID Search

Use this field above the properties pane to locate fields in a hub or chart of accounts on the Screen Designer form. The search looks for both the field names and database column identifiers for the Screen Designer Summary pane and tabs. The field names are the actual names that display on the Screen Designer forms. The field identifiers are the database column names for each field. In this field, enter the field name or database column identifier that you want to find and press Enter on your keyboard. Because the database column identifiers often include the hub name, entering a hub as the search criteria will result in a larger number of matches. The number of matches found displays below the Find Field Caption/ID search field. For example, Files Found: 4 indicates that 4 associated fields were located. When multiple matches are found, click or to scroll through the results on the forms and tabs. As each field is located, the Screen Designer jumps to and selects the field so that it's respective properties display in the properties pane.

Field/Grid/Tab Properties Pane

This pane is located on the right side of the Screen Designer form. The title of this pane 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 pane title is "Field Properties." When you select a tab, the pane title is "Tab Properties."

The fields in this pane vary, based on the element you select on the right side of the Screen Designer form. In this pane, enter or change the properties for the elements that you add to a hub or chart of accounts. 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 field types for tabs, grids, workflow buttons, labels, and divider lines are: Tab, Grid, Button, Label, and Divider. The field type for a field 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, Drop Down, Currency, <Hub> Lookup, 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. If a field has the wrong field type, you must delete the field and add it again with the correct field type.
	This icon displays to the right of the Field Type field name when you select one of the following items on the Screen Designer form: a user-defined field, a standard Vantagepoint field in the Projects hub that supports a default value, a user-defined or standard grid, or a compound field. A compound field is a field such as the Location field for a project in the Projects hub or the Home Address field for an employee in the Employees hub. These compound (parent) fields are comprised of multiple child fields, such as Address 1, Address 2, City, Country, and so on. Click to open the Field Settings dialog box for a field or open the Grid Settings dialog box for a grid, 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, values for a drop-down field, and so on.
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	Enter, view, or change the name for the element, such as a field. The caption is the element's name that users see in the hub or Chart of Accounts and wherever that field displays through Vantagepoint, such as in searches, reports, and workflows. For labels (blocks of text), click in the Caption field to open the Caption dialog box where you can see all the text as you type it in a large text box. Use the ENTER key on your keyboard to add text in a new row. Click in the text box toolbar to display the text editor tools for formatting the text. You can change font style and size of the text, add bulleting, and so on. If you use multiple languages in Vantagepoint, you must enter the caption in each different language that you use. To do this, log in to Vantagepoint separately in each language, 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 and not for other types of elements such as grids and tabs. Additionally, it does not apply for check box type fields. 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.
Alternate Caption	Enter an alternative caption to make a field's caption easier to distinguish when the field is also located in other applications in Vantagepoint in a different context, such as in searches, workflows, proposals, list view column headings, and the Search and Replace utility. For example, the Accounting tab in the Projects hub has three different Apply Rate Method at This Level fields, one for cross charges, one for intercompany labor billing, and one for intercompany expense billing. You could enter the following entries in the Alternate Caption field for each of these same-named fields so users can clearly identify the field when they see it in a location in Vantagepoint other than on the Accounting tab in the Projects hub: Cross charges - Apply Rate Method at This Level, Intercompany labor billing - Apply Rate Method at This Level, and Intercompany expense billing - Apply Rate Method at This Level. The Alternate Caption field applies for fields and the child fields of compound (parent) fields. A compound (parent) field is made up of multiple related child fields. Examples of a compound parent field are the Location field for a project in the Projects hub and the Home Address field for an employee in the Employees hub. These compound (parent) fields have multiple child fields, such as Address 1, Address 2, City, Country, and so on. To access the Alternative Caption field for the child fields of a compound field, select the compound field, and then click beside the Field Type field in the Field Properties section on the Screen Designer form. On the Field Settings dialog box, select a child field, and then enter an alternate caption for it in the Field Properties pane.
Field Security	This field displays when you select fields, grids, divider lines, labels, and workflow buttons on the Screen Designer form. When you click the Field Security field, it opens the Field Security Rights dialog box, which you use to specify the following security rights for the selected element for security roles: You can hide, display, lock, unlock, or secure the field, grid, or grid column. You can hide or display divider lines, labels (screen text), and workflow buttons. After you specify the field security for an element for a role on the dialog box, <Roles Selected> displays in the Field Security field in the Field Properties pane to indicate that field security settings have been applied. The Field Security field is also available on the Grid Settings dialog box for grids. This lets you open the Field Security Rights dialog box and secure, hide, display, lock, or unlock a grid column.
Tab Security	This field displays when you select a tab on the Screen Designer form. Click in the Tab Security field to open the Tab Security Rights dialog box. In the dialog box, specify whether to hide or display the tab for a role. After you specify the tab security for a role in the dialog box, <Roles Selected> displays in the Tab Security field in the Tab Properties pane to indicate that tab security settings have been applied.
Required	Select whether an entry is required in this field for security roles that are specified as accounting, CRM , or both types in the Type of Role section on the Overview tab in Settings > Security > Roles. Leave the Required field blank to not require an entry in this field for any users. This field does not display for compound components (grids or fields that are made up of multiple fields, such as the Full Name field for employees). You cannot set a compound component to be required. However, you may be able to set the individual fields that make up a compound component to be required if the compound component supports the ability to set properties at the individual field level. For more information, see Screen Designer and Compound Components.
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 instructions 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 Vantagepoint, you must enter the text for a tooltip in each different language that you use. To do this, log in to Vantagepoint 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. Note that some fields and divider lines have tooltips that come with Vantagepoint. The text of these system tooltips does not display in the Tooltip field in Screen Designer because you cannot change or delete them. You can, however, use the Tooltip field to enter additional tooltip text for such fields. When a user displays the tooltip in the Vantagepoint user interface, your tooltip text displays below the system tooltip text.
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: The caption text is displayed as bolded text, and the divider line is omitted. 4: The caption text is displayed as unbolded text, and the divider line is omitted. 5: The caption text is displayed in a smaller font size, 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.