Details folder - Personalize View

Index
Adding Sections

The Details page for any view includes three standard subviews: Key, Main Context and Main. The content and layout of these subviews can be manipulated using the Details tab.

The Details folder contains the following elements:

  • Drop List - the drop list below the Personalize Details heading allows you to select the subview that you want to manipulate. Valid options include:

    • Key - reserved for future use
    • Main Context
    • Main

    Note: Fields that have been selected for the Main Context section will not be available for selection for the Main section.

  • Show Only Fields Containing - this text box allows you to filter the information displayed in the Available Fields list box. The Available Fields list box has the potential to display hundreds of fields. Enter the text you are looking for in the 'Show Only Fields Containing' text box and the Available Fields list box displays only those fields (and associated table names, if applicable) containing the information entered. For example, if you are personalizing the Customer Master and you enter the word 'terms', all of the fields and table names with the word 'terms' display in the 'Available Fields' list box:

    Show Only Fields e.g.

  • Exclude Related Fields - select this check box to display the fields that are assigned to the base table for the selected view in the Available Fields list box.

  • Available Fields - the Available Fields list box includes the criteria data elements that are available for the view. It includes the data elements from the base table and other tables that relate to the current view. Fields that belong to the base table do not display the Description of the table name, however fields from related tables include the related Description table name in brackets beside the field name.

    • Once a field is selected from the Available Fields list box, it is removed from this list.

    You can add single fields to the Show These Fields in this Order list box by the following methods:

    1. Double click on the selected field.

    2. Select the field and click the Add icon Add.

    You can also move multiple fields to the Show These Fields in this Order list box by either of the following methods:

    1. You can select groups of fields by holding down your Shift key and selecting a first and last field from the list and then clicking on the Add icon. All fields between the first and last field selected are moved to the Show These Fields list box.

    2. You can select multiple individual fields by holding down the Ctrl key and using your mouse to select fields (not sequential) and then clicking the Add icon. These individual fields are all moved to the Show These Fields list box.

    Note: To place the fields in a particular spot in the Show These Fields list box, highlight the field in the Show These Fields list box that you want the selected field(s) to follow, and when you add the fields, they will be inserted after this highlighted field. Otherwise, the fields being added are added to the bottom of the list of fields in the Show These Fields list box.

  • Show These Fields In This Order - only fields in this list box will appear on the Details page of the view, in the order in which they are displayed here. You can also re-order these fields:

    • To Move Up a single field, highlight the field and click Up Move Up to move this field up one level. You can also move up a group of fields by using the Shift key to select a group of consecutive fields or the Ctrl key to select several individual fields and then click Move Up.

    • To Move Down a single field, highlight the field and click Down Move Down to move this field down one level. You can also move down a group of fields by using the Shift key to select a group of consecutive fields or the Ctrl key to select several individual fields and then click Move Down.

    • To Remove a field, highlight the field and click Remove Remove to move this field from the 'Show These Fields in This Order' list box back into the 'Available Fields' list box, or double click on the field name and it is automatically returned to the other list box.

  • Detail Section Description - enter a Section Description for a group of fields. Section Descriptions are used to group the fields entered in the 'Show These Fields in This Order' list box together on the Detail Results page. The Section Description is also used to create Section Hyperlinks on the Detail Results Page. For more information on Section Hyperlinks on the Details Result Page, click here.

  • Add Section Title - once the 'Detail Section Description' is entered, click on the 'Add Section Title' action to add the section title to the 'Show These Fields in This Order' list box. At least one Section Description must be present when fields have been added to the 'Show These Fields in This Order' list box. Section Descriptions can be removed by double clicking the Section Description or moved by highlighting the Description and using the Move Up or Down arrows as required.

    • Note: Section titles or descriptions appear flush to the left of the list box, and all fields that are part of the section appear indented beneath it.

Depending on the type of field you select in the 'Show These Fields in This Order' list box, the following options in the Field Options section may display:

  • Keep With Next Visible - this option is available when a field or section title is selected in the Show These Fields in This Order list box. Select this check box when you want to force a field or section to appear alongside another field or section on the Detail Results page of a given view. For step-by-step instruction on rendering detail sections side by side, click here

  • Show Label - this option is available when a field is selected in the Show These Fields in This Order list box. This option is not available for section titles. Select this check box to have the Label display for a specific field on the Detail Results page of a given view. By default, this check box is selected.

  • Display On New Page - this option is only available when you have selected a section title in the Show These Fields in This Order list box. This option is not available for individual fields. Select this check box to display the section on a separate detail page. Note: This option is not available for the first section in the Main sub-view or for any sections in the Main Context and Key sub-views.

    • When this checkbox is selected, a page selection drop list and a Continue button are added to the Detail page. You access a specific additional detail page by selecting a page from the drop list, or by clicking on the Continue button.

    • Here is an example of a Detail page with a page selection drop list and a Continue button:

Display on New Page

    • For more information on Adding Sections, click here.

  • Display - this field works with the Keep With Next Visible check box. Select one of the following options:

    • Visible - when this option is selected and the Keep with Next Visible check box is selected, the section displays normally.

    • Hidden - when this option is selected, the Keep with Next Visible check box is automatically deselected. The section is hidden on the details page, but can be viewed by clicking on the View More label, and selecting the section. Here is an example from the details page:

    • When you click on the View More option, the information displays as a pop up window. Here is an example of the General information section from the Invoice History Sample 4 details page:

For information on the functionality of each button on the Details folder in the Personalization section, click here.

 
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