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Form Search Display Fields

357 bytes added, 11:08, 8 April 2014

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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.

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.

 

 

 

 

 

[[Category:Module Specific:Form Management]]

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Philip Lacey

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