Allows for customization of the primary panel of data entry forms by enabling or disabling the display of form fields.
Navigation:
Navigate to the specific data area
Applies To: Enterprise Plus Basic
Details
- The customization options do not change data that may be recorded in the fields that have display disabled.
- Field displays can be enabled to display on the main panel at any time. However, the field still displays on the subpanel regardless of the custom setting. Fields cannot be entirely disabled from view. Users may need to log off and back in again to view field display changes.
- Not all fields are available to customize. The display for some specific and required fields cannot be disabled such as name and ID fields.
- When a field from a subpanel is also displayed in the primary panel, the data is the same in both. It is not two different fields. The display is the same field in two locations.
- System Administrators should communicate with users before making field display changes and inform users when changes are made to prevent users from believing missing fields are a system error rather than a system option.
- Field display options only affect the data entry form and do not affect the display of fields in reports and report searches.
- Field customization is per Branch Unit.
- Optional required fields set as Display as Required = Yes is restricted if the existing records contain one or more records where the required field is currently blank. In this case, a value must be entered into all existing records in order to make the field required. This restriction is enforced only when the field is a linked field with another table.
Forms With Custom Field Options
- Calendar
- Client
- Client Intake/Exit
- Company
- Course
- Facility
- Funding Source
- Location
- Program Group
- Section
- Section Fees
- Sessions
- Staff
To Customize a Data Entry Form
- Go to the desired data area.
- Click the [More] option in the header.
- Click the [Settings] option.
- Click the [Edit] button for any existing field in the list of fields or click the [Add Field Setting] to add a new one.
- Field Label: Use the default value or enter a custom value.
- Display: Choose one of the three options.
- Save the changes or Cancel.
- Click the [Delete] button (trash can icon) to delete one of the settings from the list.
Note: Some fields on some forms may not be removed if they are minimally required for the record. However, the label and required settings may still be available.
Rick Stern
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