Screen Designer
Administrators use Screen Designer to customize hubs and the chart of accounts. This includes adding user-defined tabs, fields, and grids, setting field security, and adding new hubs.
Screen Designer options in the browser application and desktop application are similar but have key differences.
Screen Designer in the Browser Application
Screen Designer in the browser application applies for the chart of accounts in
and for all hubs except the Equipment hub.In Screen Designer in the browser application, you:
- Manage the layout of the screens, such as the tab order, field and grid placement on a tab, and so on.
- Add user-defined tabs, fields, grids, and hubs.
- Set security for individual fields, grids, and grid columns based on role security. This allows you to secure, hide, display, lock, or unlock these individual elements.
- Hide tabs and workflow buttons.
- Require an entry in a field.
Screen Designer in the Desktop Application
In the desktop application, use Screen Designer in conjunction with User Defined Components to customize the Equipment hub:
- In User Defined Components, you add new tabs, fields, and grids to the Equipment hub.
- In Screen Designer, you manage the layout for fields, grids, and tabs, and you can also set field security for the Equipment hub.
Screen Designer Help
Separate help topics cover how to use Screen Designer in the browser and desktop applications.
- Related Topics:
- Screen Designer in the Browser Application
Administrators use Screen Designer in the browser application to customize hubs and the chart of accounts, and to create user-defined hubs. - Screen Designer in the Desktop Application
In the desktop application, you use Screen Designer in conjunction with User Defined Components to customize tabs, fields, and grids in the Equipment hub.
Parent Topic: General Settings