Form Search Display Fields - Revision history

Philip Lacey: Redirected page to Form Search Fields

2016-03-13T20:26:49Z

Redirected page to Form Search Fields

Philip Lacey at 10:22, 8 April 2014

2014-04-08T10:22:57Z

Philip Lacey at 10:13, 8 April 2014

2014-04-08T10:13:32Z

Philip Lacey at 10:12, 8 April 2014

2014-04-08T10:12:53Z

Philip Lacey at 10:11, 8 April 2014

2014-04-08T10:11:00Z

Philip Lacey at 10:09, 8 April 2014

2014-04-08T10:09:38Z

Philip Lacey at 10:08, 8 April 2014

2014-04-08T10:08:22Z

Philip Lacey at 10:04, 8 April 2014

2014-04-08T10:04:14Z

Philip Lacey at 02:32, 22 March 2014

2014-03-22T02:32:54Z

Philip Lacey at 00:44, 30 October 2013

2013-10-30T00:44:50Z

← Older revision		Revision as of 20:26, 13 March 2016
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−	~~''Main Menu > Form Management > Form - Primary Management > Form - Displayed Search Fields > Choose your Form ''~~	+	#REDIRECT [[Form_Search_Fields]]
−
−
−	~~== Default field selected ==~~
−
−
−	When the lookup page is opened, there is special JavaScript on the lookup page to put the cursor in a specific field. The default field is always the ID field. For efficiency it is possible to get the cursor to start in a field other than the ID field. Setting the "Generic Start Point Search Field" to the field desired allows for more efficient searching.
−
−
−
−	~~== Data to display ==~~
−
−	Current Status and New Status are shown on screen. Current is what it was. New is what it will be when the record is saved. These are the fields of data that are shown to the user when a lookup is performed. If you would like to show the name of the person looked up, then set the Firstname and Surname to true. Showing too much data is not useful. Showing too little data is also counter-productive. As this option can be changes as often as you like, so it is worth experimenting with options.
−
−
−
−	~~== Search fields to display ==~~
−
−	When a user performs a lookup, the entire script is drawn on screen for the user to be able to search by any combination of fields. This can however mean that the lookup screen gets very long and has fields that are not really used all that often for doing lookups.
−
−
−	~~For tidiness sake it is possible to hide fields making the Lookup Screen far more efficient.~~
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−
−	~~This is done through a series of True \| False options of deciding to show the field or not show the field.~~
−
−
−	It is possible to quickly cycle through the options. Click the first option then by pressing the Tab Key on the keyboard and tapping the letter T for True and F for False it is possible to move down the options.
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−
−	~~For example, if you choose Name and Phone No. from the field list, when you lookup a record, those fields will appear on screen.~~
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−
−	The lookup screen can also be customised from this administration interface. It is possible to hide questions that are not needed by the user when performing a "Lookup" without the need to generate custom JavaScript.
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−
−
−
−
−	[[~~Category:Module Specific:Form Management~~]]

← Older revision		Revision as of 10:22, 8 April 2014
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−	''Main Menu > Form Management > Form - Primary Management > Form - Displayed Search Fields > Choose your Form ~~> Show on Lookup column~~''	+	''Main Menu > Form Management > Form - Primary Management > Form - Displayed Search Fields > Choose your Form ''

← Older revision		Revision as of 10:13, 8 April 2014
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		+	''Main Menu > Form Management > Form - Primary Management > Form - Displayed Search Fields > Choose your Form > Show on Lookup column''
		+
		+
	== Default field selected ==		== Default field selected ==

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	This is done through a series of True \| False options of deciding to show the field or not show the field.		This is done through a series of True \| False options of deciding to show the field or not show the field.
−
−
−	~~''Main Menu > Form Management > Form - Primary Management > Form - Displayed Search Fields > Choose your Form > Show on Lookup column''~~

← Older revision		Revision as of 10:12, 8 April 2014
Line 1:		Line 1:
		+	== Default field selected ==
		+
		+
		+	When the lookup page is opened, there is special JavaScript on the lookup page to put the cursor in a specific field. The default field is always the ID field. For efficiency it is possible to get the cursor to start in a field other than the ID field. Setting the "Generic Start Point Search Field" to the field desired allows for more efficient searching.
		+
		+
		+
	== Data to display ==		== Data to display ==

	Current Status and New Status are shown on screen. Current is what it was. New is what it will be when the record is saved. These are the fields of data that are shown to the user when a lookup is performed. If you would like to show the name of the person looked up, then set the Firstname and Surname to true. Showing too much data is not useful. Showing too little data is also counter-productive. As this option can be changes as often as you like, so it is worth experimenting with options.		Current Status and New Status are shown on screen. Current is what it was. New is what it will be when the record is saved. These are the fields of data that are shown to the user when a lookup is performed. If you would like to show the name of the person looked up, then set the Firstname and Surname to true. Showing too much data is not useful. Showing too little data is also counter-productive. As this option can be changes as often as you like, so it is worth experimenting with options.
		+

← Older revision		Revision as of 10:11, 8 April 2014
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	== Data to display ==		== Data to display ==

−	Current Status and New Status are shown on screen ~~also~~. These are the fields of data that are shown to the user when a lookup is performed. If you would like to show the name of the person looked up, then set the Firstname and Surname to true. Showing too much data is not useful ~~for the agent~~. Showing too little data is also counter-productive.	+	Current Status and New Status are shown on screen. Current is what it was. New is what it will be when the record is saved. These are the fields of data that are shown to the user when a lookup is performed. If you would like to show the name of the person looked up, then set the Firstname and Surname to true. Showing too much data is not useful. Showing too little data is also counter-productive. As this option can be changes as often as you like, so it is worth experimenting with options.

← Older revision		Revision as of 10:09, 8 April 2014
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		+	== Data to display ==
		+
		+	Current Status and New Status are shown on screen also. These are the fields of data that are shown to the user when a lookup is performed. If you would like to show the name of the person looked up, then set the Firstname and Surname to true. Showing too much data is not useful for the agent. Showing too little data is also counter-productive.
		+
		+
		+	== Search fields to display ==
		+
	When a user performs a lookup, the entire script is drawn on screen for the user to be able to search by any combination of fields. This can however mean that the lookup screen gets very long and has fields that are not really used all that often for doing lookups.		When a user performs a lookup, the entire script is drawn on screen for the user to be able to search by any combination of fields. This can however mean that the lookup screen gets very long and has fields that are not really used all that often for doing lookups.

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	The lookup screen can also be customised from this administration interface. It is possible to hide questions that are not needed by the user when performing a "Lookup" without the need to generate custom JavaScript.		The lookup screen can also be customised from this administration interface. It is possible to hide questions that are not needed by the user when performing a "Lookup" without the need to generate custom JavaScript.
−
−
−	Current Status and New Status are shown on screen also. These are the fields of data that are shown to the user when a lookup is performed. If you would like to show the name of the person looked up, then set the Firstname and Surname to true. Showing too much data is not useful for the agent. Showing too little data is also counter-productive.
−
−
−

@@ Line 14: / Line 14: @@
-*For example, if you choose Name and Phone No. from the field list, when you lookup a record, those fields will appear on screen.
+For example, if you choose Name and Phone No. from the field list, when you lookup a record, those fields will appear on screen.
 The lookup screen can also be customised from this administration interface.  It is possible to hide questions that are not needed by the user when performing a "Lookup" without the need to generate custom JavaScript.
 [[Category:Module Specific:Form Management]]

@@ Line 1: / Line 1: @@
-Form - Search Display fields
+When a user performs a lookup, the entire script is drawn on screen for the user to be able to search by any combination of fields.  This can however mean that the lookup screen gets very long and has fields that are not really used all that often for doing lookups.
-*Choose the form you wish to display fields.
+For tidiness sake it is possible to hide fields making the Lookup Screen far more efficient.
-*The fields you choose, will determine what will appear when you lookup a record.
+This is done through a series of True | False options of deciding to show the field or not show the field.
 *For example, if you choose Name and Phone No. from the field list, when you lookup a record, those fields will appear on screen.

← Older revision		Revision as of 02:32, 22 March 2014
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	The lookup screen can also be customised from this administration interface. It is possible to hide questions that are not needed by the user when performing a "Lookup" without the need to generate custom JavaScript.		The lookup screen can also be customised from this administration interface. It is possible to hide questions that are not needed by the user when performing a "Lookup" without the need to generate custom JavaScript.
		+
		+
		+
		+	[[Category:Module Specific:Form Management]]