User Defined Field Templates

Administration > Maintenance > User Defined Field Templates

This feature allows the System Administrator to specify, by WorkPlace user, fields with default input, required fields, hidden fields and/or read only fields.  On this maintenance form a template that defines these criteria and attributes by field is created.  Once created the template can then be assigned and inherited by any user within the system.  

A User Defined Field Template is assigned to the user in Security under the Other heading.

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Entry Field columns

Template ID

Enter an identifiable name for the Template in this field or select an existing Template ID from the zoom window

Description

Enter the corresponding description for the Template ID.

Hidden

Check this box to hide the associated field on all processing forms.

Read Only

Check this box to mark as read-only the associated field on all processing forms.

Required

Check this box to make date entry required for the associated field on all processing forms.

Default

Check this box to use Default Values for the associated field on all processing forms.

Default Value

Enter or select a default value from the zoom window for the associated field on all processing forms.

Restrict by

Enter or select a list or individual for the associated field on all processing forms.

 

Tabs displayed here and the fields available are dependent on system configuration and active WorkPlace Solutions and modules.

 

General Tab

Maximum Zoom Records

Enter the number of results to display on the page when records are returned from zoom searches.  WorkPlace ships with a default of 25 rows to return on zoom.  

During field level searches the user may change the value manually for the selected search.  The default level can also be managed per User with User Defined Field Templates.

Default Paging Size

Default maximum number of records to appear on approval or review session pages.  WorkPlace ships with a default of 100 records per page.