Screen Designer Icons

Use the icons on the toolbar of the Screen Designer form to move, resize, and change labels for the fields on screens.

You can also add group boxes, help text, and workflow buttons to screens.

Icon Description
Select All Use this icon to "lasso" (select) multiple fields at one time. For example, you can select multiple fields so that you can left-align them. Click the icon and then hold down the mouse and lasso the fields that you want to change.
Align Left Use this icon to left-align multiple selected fields. First, use the Select All icon to lasso multiple fields. Alternatively, select a field and then hold down the CTRL key to select the rest of the fields that you want to align.
Align Right Use this icon to right-align multiple selected fields. First, use the Select All icon to lasso multiple fields. Alternatively, select a field, and then hold down the CTRL key to select the rest of the fields that you want to align.
Align Top Use this icon to top-align multiple selected fields. First, use the Select All icon to lasso multiple fields. Alternatively, select a field, and then hold down the CTRL key to select the rest of the fields that you want to align.
Align Bottom Use this icon to bottom-align multiple selected fields. First, use the Select All icon to lasso multiple fields. Alternatively, select a field, and then hold down the CTRL key to select the rest of the fields that you want to align.
Same Width To make multiple fields the same width, select the fields and click this icon. The fields reset to the same width as the last field that you selected.
Same Height To make multiple fields the same height, select the fields and click this icon. The fields reset to the same height as the last field that you selected.
Bring to Front When you add or rearrange fields, grids, group boxes, and other components, there may be instances when one component overlaps another. Use the Bring to Front and Send to Back options to select the desired overlapping component so that you can edit it (for example, change the label or move it to a new location).

These are tools that allow you to set up tab components in the Screen Designer. These options do not display on the actual tabs.

Send to Back When you add or rearrange fields, grids, group boxes, and other components, there may be instances when one component overlaps another. Use the Bring to Front and Send to Back options to select the desired overlapping component so that you can edit it (for example, change the label or move it to a new location).

These are tools that allow you to set up tab components in Screen Designer. These options do not display on the actual tabs.

Restore Defaults If you want to restore tabs and fields to their original default settings, select the tab element(s) that you want to restore and click this icon.
Restore Location If you want to restore Top/Left align properties to their original location, select the fields that you want to restore and click this icon.
New Group Box Use this icon to create a new group box. A group box consists of the box around a group of fields and the label of the group box. For example, you may want to create a group box labeled Address, which surrounds Street Address, City, State, and Zip fields.
New Label Use this icon to add a new label. When you select this option, a new custom label displays in the upper left corner of the form. Move the new label to the desired location and relabel the field by entering the name in the Caption field.
New Help Text Use this feature to create user-defined help for your tabs. Unlike the Tool Tip, Help Text allows you to format the text, as well as insert links to other help areas. After you create a Help icon, a user can click the icon to view the help. You can add as many Help Text icons as you like to the tab.
New Workflow Button Use this icon to add a workflow button to a tab.

When you add a workflow button, users can click the button to initiate a scheduled workflow for a particular Info Center record. The scheduled workflows are set up in Configuration > Workflow > Scheduled Workflows.

After you click the New Workflow Button, you specify the following in the Properties pane of the Screen Designer dialog box:

  • The label for the button in the Caption field.
  • The workflow for the button in the Workflow field. Only scheduled workflows that are associated with the application to which you are adding a workflow button display in the drop-down list in this field.

Project Plans and Expense Reports

You can also set up a workflow button for a web service workflow for a project plan in Planning or an expense report in Time & Expense.

Caution: If you use an approval workflow for expense reports and you add workflow buttons to the General tab in Expense Report with Screen Designer, be sure to read important information in the following topic to prevent the approval workflow from failing: Expense Report Approvals and Workflows Added With Screen Designer

Activity Manager

The New Workflow Button toolbar icon is not available in the Activities Manager Screen Designer.

Delete Use this icon to delete a selected field. Only those field labels that you created in the Screen Designer can be deleted in the Screen Designer.
Help Use this icon to display online help.