Page Configuration Settings

Page Configuration Settings

You can customize certain modules and pages in your application to suit the needs of your organizational process. You can choose the fields which are essential for your process, set their properties, and placement in the module or page.

To customize the module or page:
  1. Navigate to Setup > Customization > Modules and Fields.
  2. Hover over the name of the module or page you want to customize.
  3. Click on the more options [] icon and click Layout. Click Rename to edit the module name.



  4. In the page builder page, drag and drop the fields you want from the New Fields tray. You can also drag and drop a new section, provide a name for the section and add fields to the section. and click Save.



    You can view the options available for modifying the properties of a field by clicking on the more options [] icon for a field.
Notes
  1. Choose Requests, Estimates, Work Orders, Contacts, Companies, Services And Products, and Assets to customize the layout of the respective modules.
  2. Choose Service Resources to customize the overlay that displays the details of a service resource.
  3. The Services And Products module builder has two layouts, Parts and Services.

Section Properties

The following are the actions that can be performed for each section:
  1. Add sections: Add a new section by dragging and dropping the New Section tile from the Fields tray. You can add fields to the section thus newly added. Fields can be added only inside a section.



  2. Reposition sections: You can move a section by hovering over the section header and dragging it (see screenshot below) to the desired location within the page. The fields can be moved within a section as well as between sections. A field that is greyed out cannot be moved.



  3. Rename labels: The section and field name labels are editable.
  4. Delete: You can remove a section by clicking the Delete [] icon.
    If a section has mandatory or system-configured fields, then the section cannot be deleted.

Field Properties

Besides the modification options mentioned above, there are others which can be viewed by clicking on the more options [] icon for a field.
  1. Edit: You can set certain properties for the field. The details for the lookup fields can be viewed here.



  2. Remove: You can delete the field.
    You can either delete the fields permanently or opt to move it to the Unused fields section. The fields from the Unused fields section can also be used in the layout.
  3. Info: You can view the details of the field such as enumeration properties.

Edit Properties

The Edit property for a field will one or more of the following options:
  1. Mandatory: Whether a value is required for the field or not
  2. Character Limit: Maximum number of characters to be allowed in a text area field
  3. Length: Maximum number of characters to be allowed in a text field
  4. Pick list Options: Values in a dropdown can be added [  ] or removed [  ]



  5. Date Format: Select how the date needs to be displayed
  6. Date Range: Select the date range you want enabled in the calendar widget
  7. Default value: Choose whether you want the checkbox field to be selected by default or not.
  8. Do not allow duplicate value: Ensure unique values in fields of type Phone, and Email
  9. Number of characters allowed: Specify the length allowed for entries in Phone field

Lookup Properties

The following properties can be set for a lookup field:


Mandatory: Whether a value is required for the field or not.
Search By: Select the criteria based on which the field value should be searched.



Enable Quick Create: Selecting this check box will enable the user to create a new field value if one doesn't exist.



Search Results: Select what values you want to see in the search results. For instance, you can specify whether you to see the search result for a contact with values First Name Last Name Email or First Name Last Name.