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Customizing the Credit Request Screen

Overview

 

Use the View Designer feature to customize the display of the Credit Request Details screen in the Automated Decisions module.

Certain fields are locked. These fields are marked with a lock icon to indicate that they cannot be edited or hidden from view. For these fields, you can change only the position of the field on the screen.

You can make the following changes for fields:

  • Move fields only within their section. This applies to all fields on the screen.

  • If a field is not locked or user-defined, you can edit the following:

    • The display label

    • Whether the field is mandatory

    • Whether the field is read-only

    • A default value for the field

  • You can hide any field except locked fields.

Click here for instructions to customize fields on the Credit Request Details screen.

Screen section customization

Screens are divided into sections that are identified by green title bars. On the Credit Request Details screen, all sections are locked meaning that you cannot add or remove fields from them.

You can customize the following for screen sections:

  • The section title

  • Position of the section on the screen

  • Set the default display of the section as minimized or maximized. When a section is minimized only the section header appears until you click the down arrow next to the title. Minimizing a section provides more space on the screen to view other data.

  • Hide the Contact Information, Bank Reference, Trade Reference, and Guarantor Information sections so that they are not displayed. You can hide only sections that do not include a locked field.

Screen table customization

The following sections on the Credit Request Details screen include a table that lists records that you can select to view or edit:

  • Address

  • Contact Information

  • Trade Reference

  • Bank Reference

  • Guarantor Information

Each record has fields arranged in columns that summarize the record and help identify it Screen tables are identified by a table icon . View a table.

You can customize the following for these tables:

  • Add or remove table columns to determine the summary information that appears for the record

  • Change the display order of columns

  • Change the display labels for column headers

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