Fixed Fields


 
The Fixed Fields configuration screen enables administrators to change the names and other attributes of fixed issue fields.

  1. From the Issue Tracker, click one of the binders Then, click Admin on the button bar. Click Edit Fixed Fields on the button bar of the Admin menu.
  2. To edit a fixed field, click the edit icon in the Function column on the right side. From this screen, administrators can configure the field using both checkboxes and by clicking the icon under the Function column.
  3. Certain facets of the fixed field can be edited, including: Display Name, Field Type, Administrator Edit, Mandatory, Color-Coded, Style-Coded, Functions, which are further explained below.

    Display Name

  • To alter the display name, simply type the field names in the Display Name column of the grid.

    Field Type

  • Note: the field type can not be changed in fixed fields, only in user-defined fields.

    Mandatory Fields

  • If you wish to make certain fields mandatory to enter data when information is entered either for a new contact or an existing contact, check the field in the Mandatory column corresponding to the field you wish to make mandatory. The fields will appear with an asteriks next to them in the contact entry/edit screen.

    Administrator Edit

  • You may wish to make certain fields editable by only certain roles in your group. By checking the Administrator Edit box, administrators will be granted edit privileges

    Color and Style Code

  • Color Coding and Style Coding can be enabled by clicking the appropriate checkbox. The colors (for color coding) and fonts (for style coding) can be set by clicking the edit icon in the Functions column.

    Configuring List Fields

  1. A "List" field is a dropdown box with a list of available choices relative to the field. To edit dropdown list items, click the "Configure Items" icon Function column on the right side. A window pops up (see below). This allows you to add or remove list items, select the default list item to be initially displayed, and change the order in which they appear in the list.
  2. To add an item, type the name in the Add New field and click Save.
  3. To delete an item, click the Remove button next to the field you wish to remove.
  4. To change the position of an item as it appears in the list, click the up and down arrows.
  5. To select a default value, select a value from the Default Value dropdown.
  6. Color Coding and Style Coding can be enabled by clicking the appropriate checkbox. The colors (for color coding) and fonts (for style coding) can be set. Click Save.
  7. Click the Close button to save settings.

 


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