Difference between revisions of "Form Search Display Fields"

Revision as of 11:09, 8 April 2014

1 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.

2 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.

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

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.

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.