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.
To add a field to a tab in a hub:
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In the Navigation pane in the browser application, open Screen Designer in one of the following ways:
- Select the hub that you want to customize or select
to customize the Chart of Accounts. On the form that displays, set
Other Actions to
Design.
- Select
. In the
Application field at the top of the Screen Designer form, select the application that you want to customize.
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On the Screen Designer form, click the tab to which you are adding the field.
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On the Actions bar, click
Add Field.
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On the Add Field dialog box, enter the field type, caption, and database column name, and then click
Continue.
The field type determines the specific type of information that users must enter in the field, such as a number, a date, a record from a hub (such as a project), and so on.
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On the Field Settings dialog box, enter other settings for the field, such as a default value, and click
Continue.
The fields on this dialog box differ, based on the type of field that you add.
CAUTION: When you create a drop-down type field, you specify valid values for that list. You can use the
Limit Entry to Values List checkbox on the Field Settings dialog box to limit users to select only from those values when using that field. However, if you do not select this checkbox, users can either select a value from the drop-down list or enter a value of their own choosing. After you click
Continue on the Field Settings dialog box and then click
Save on the Actions bar of the Screen Designer form, you
cannot change the setting for the
Limit Entry to Values List checkbox.
When you click
Continue on the Field Settings dialog box, the field is added to the tab on the Screen Designer form.
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Select (highlight) the new field on the Screen Designer form, and in the Field Properties section of the actions and properties pane, enter other information for the new field, including the following.
-
Caption Position for the field name
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Field Security,
Locked, and
Required properties for the field
-
Tooltip for the field
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On the Screen Designer form, drag and drop the new field to the desired location on the tab.
- You can place only three elements (a combination of three fields, grids, and so on) in one "row" on a tab.
- You can drag and drop a field from one tab to another tab.
-
To change the width of the field, hover over it and then click and drag the resize icon
in the lower right corner of the field.
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On the Actions bar of the Screen Designer form, click
Save.