Edit Field Settings (hide fields, make fields mandatory etc.)

obligātie laiku obligātu lauku iestatīšana

Subject

How to define Field settings for a specific Access Group.

Description of solution / instructions

1. First you need to grant access to each Access Group that will need to use this function

   1. System >> Access Groups >> Add Action > Field Seettings > Full. For it to start working user has to restart SERP client.
      
      
      

2. Open the register in which you would like to make some changes. For example, Sales Ledger >> Registers >> Items
   
   

   1. File >> Edit Field Settings (it can be done form an opened Item record as well) >> Field Settings window will open. Specify the Access Group for which you would like to make the changes.
      
      
      

   2. Click on the field you would like to chage >> field settings for the specified field will open >> it is possible to change Custom Label, Mode (Show, View Only, Hide, Hide when not Empty) and Type (Default or Mandatory) there. By default it has mode "Show" and Type "Default". "View only" - possibility to only see the field, but not edit; "Hide" - field will not be visible; "Hide when not Empty" - field is visible when empty, but hidden if used. If needed, it is possible to change name of the field with "Custom Label" and make field mandatory using Type - "Mandatory" radio button.
      
      
      

   3. Make the changes  >> click OK

   4. To finish the changes, again go to File >> Edit Field Settings

   5. Changes will take effect when user has restarted the client. In the example you can see that "Base Price Changes" is changed to "Updated Base Price" and fields "Markup %" and "Bonus%" are hidden.

      Open

      

3. The same can be done in other registers, however, not the reports and matrix fields in registers (for example, Invoice rows where Items, Quantities and Prices are displayed), only record headers.

4. Defined settings can be found and changed in module Technics >> Settings >> Field Settings. If you need the same settings for other Access Groups here you can copy existing records > change Access Group > Save.
   
   

   Open

   

References

Additional information

Additional keywords

lauku iestatījumi, sistēma, personu grupas, paslēpt, system, access groups, fields, field settings, hide fields, tiesības, pieeja, mainīt nosaukumu

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