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.

You can do the following in Screen Designer in the browser application for hubs and the chart of accounts:

• Manage the layout of fields and grids on tabs, such as moving fields around, resizing fields, changing the order of tabs.
• Change the name of a tab, field, or grid.
• Add user-defined tabs, fields, grids, workflow buttons, and hubs.
• Add tooltips to provide more information for fields.
• Insert labels (text) or divider lines on a tab.
• Add and manage user-defined fields and sections for Mobile CRM (mobile).

In Screen Designer, you can also do the following to limit what users see or enter on a screen, based on their security role:

• Secure, hide, display, lock, or unlock fields, grids, or grid columns.
• Hide tabs or workflow buttons.
• Require an entry in fields.

In the browser application, you access Screen Designer in two ways:

• Open a hub or the chart of accounts in Settings > General Ledger > Chart of Accounts and then select Other Actions > Design on the Actions bar.
• In the Navigation pane, select Settings > General > Screen Designer. On the Screen Designer form, select a hub or the chart of accounts in the Application field.

  You can create new hubs only from Screen Designer in Settings, and only if you have the Accounting or CRM Plus application activated.

To customize the Equipment hub, see Screen Designer in the Desktop Application.