Edit Item Fields




Edit Fields Overview

From your "My Control Panel" page, click the "Edit Fields" icon to bring you to the Edit Fields page.


The purpose of this page is to allow you to customize the way in which your Items are described and documented. Some of the Fields on the Add/Edit Item page can be removed, renamed, re-ordered, and given a drop-down list. You can even add some fields of your own. All of these actions are handled here on the Edit Fields page.



Columns

Each row in the grid on the Edit Fields page represents a Field on the Add/Edit Item page. Each row allows you to alter the properties of that field and also let's you know if can't alter them for that field.

The top of the grid contains a header telling you what each column represents (as pictured below). The columns, their purposes, and the meanings of their appearances are as follows:



Removing Fields

To remove a specific Field from the Add/Edit Item page, find the Field in the list and uncheck the "Use" checkbox for that field. The "Use" checkbox is just to the left of the Field Name of the Field you wish to remove. If a specific Field's "Use" checkbox is greyed out and you cannot remove the check from it, this means you cannot remove that particicular Field from the Add/Edit Item page. See Standard Fields

When you are finished making changes, click the "Save" button at the top of the page.



Renaming Fields

To rename a specific Field on the Add/Edit Item page, find the Field in the list and simply type a new name into the "Field Name" input field. Please make sure not to name it the same name as another Field. If the input field containing the Field Name of the Field you wish to rename is greyed out and you cannot type in it, this means you cannot rename that particular Field. See Standard Fields

* Note * - The "Estimated Value" Field can be renamed but it is a special column in that it is used in calculations and it will alway represent an Item's estimated value. Please Standard Fields for more details about this Field and its behavior.

When you are finished making changes, click the "Save" button at the top of the page.



Re-Ordering Fields

If you wish to change the order in which Fields are displayed on the Add/Edit Item page, you can do so by grabbing the handle and dragging and dropping the Field in the correct place. If a specific column doesn't have a handle icon, then that Field's display order cannot be changed.

When you are finished making changes, click the "Save" button at the top of the page.



Adding/Removing Lists

To specify whether a specific Field uses a drop-down list of optional values or just a simple input field, place or remove a check in the appropriate Field's "Uses List" checkbox. If a specific Field does not have a "Uses List" checkbox, then that field simply cannot have a list.

When you are finished making changes, click the "Save" button at the top of the page.



Add A New Field

1. Click the "Add New Field" button at the top of the page to open the "Add New Field" dialog box.


2. Type a name for your new Field. Please make certain to not name your Field something that already exists on the page.

3. Place a check mark in the checkbox if you wish this new Field to use a drop-down list, or leave the checkbox unchecked if you wish to use a simple input field.

4. Finally, open the "Type of Data" drop-down list and select the appropriate data type for the type of information you intend to enter into this field. The "Type" options are defined as follows:


5. Click the "Add" button when finished and your new Field will be added to the bottom of the list on the page where you can then grab its handle and move it into the desired order position.


When you are finished making changes, click the "Save" button at the top of the page.