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 or Image
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. In addition, you can lock an image to prevent users from changing the image on employee records and in the My Preference screen. - 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 or Analysis Cubes 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.
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