Customize Fields
You customize fields for hubs or Chart of Accounts in Screen Designer. You can add or remove fields, change a field name, hide or secure a field, and more.
- Related Topics:
- Add a Field to a Hub
Use Screen Designer in the browser application to add user-defined fields to a hub or Chart of Accounts. This includes adding checkboxes, drop-down fields, or memo fields in which you can enter larger amounts of text. - Remove a User-Defined Field from a Hub
When you remove a user-defined field from a hub, it is permanently removed from the hub. All the data that is entered in a user-defined field for all the records in the hub is permanently removed from the Vantagepoint database, along with all audit trail data. - Change the Name of a Field in a Hub
Use Screen Designer in the browser application to change the name of a field in a user-defined or standard hub. - Move a User-Defined Field
You can move a user-defined field to another tab or to another area within an application (for example, from the Project area to the Invoices area in the Projects hub) . You can also move multiple user-defined fields at the same time. - Enter an Alternative Caption for a Field
Enter an alternative caption for a field to make it easier to distinguish when it is viewed in other area of Vantagepoint, such as in searches, workflows, proposals, and the Search and Replace utility. - Add a Tooltip for a Field
You can add tooltips to fields and divider lines in a hub or in Chart of Accounts. - Require an Entry in a Field
Use Screen Designer to require an entry in a field in a hub or Chart of Accounts. - Lock or Unlock a Field
In Screen Designer, you can lock a field in a hub or Chart of Accounts to allow users to see the field, but not make an entry in it. - Hide a Field
In Screen Designer, you can hide a field or element in a hub or Chart of Accounts from users based on their security role. - Secure a Field
Use Screen Designer to secure a field in a hub or Chart of Accounts from users, based on their security role. - Make a User-Defined Field Available in Analysis Cubes
If the Vantagepoint Intelligence module is activated, you can make user-defined fields that you have added to some hubs available in Analysis Cubes for use on Vantagepoint Intelligence dashboards. - Change the Properties for a Field in a Hub
Use Screen Designer in the browser application to change the properties for user-defined and standard fields in a hub.
Parent Topic: How to ...