From the View Designer feature, you can make the following
changes for the Credit Line detail screen fields:
Move any field except user-defined fields to any section.
Move user-defined
fields within their section.
If a field is not locked or user-defined you can
edit the following:
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.
Note:
To change
display labels for fields on the Credit Line details screen, use the Customize
Package feature.
To customize fields on the Credit Line details screen:
Select Admin.
The Admin Home Page appears.
From the View
Designer tab, select Edit Credit Line.
The View Designer screen to customize the Credit Line detail screen
appears.
To edit any
field that is not locked or user-defined:
Click
the field.
The Edit icon appears.
Click
the Edit icon.
The pop-up screen to edit the field appears.
You can
make the following edits:
To save
these entries, click the save icon .
Note:
To exit the pop-up screen without saving entries, click the cancel icon
.
To change the
position of the field on the screen
Tip: You
cannot move a field to the first position. To move a field to the first
position, move it to the second position and then move the first field
to the second position.
Click
the field without releasing the mouse.
A dotted black box containing the name of the field appears. This
dotted black box moves with the mouse pointer.
Note:
If you
need to scroll the screen to position the field, click the down arrow
on your keyboard and the field at the same time. You can then use the
keyboard up and down arrows to scroll the screen as you move the mouse.
Move
the mouse pointer to the target location. A dotted black box appears next
to each field on the screen marking a position to which you can move the
field. When you move the mouse over a dotted rectangle it becomes black
to indicate that releasing the mouse will position the field in that location.
To hide/restore
fields that are not locked:
Click
the field without releasing the mouse.
A dotted black box containing the name of the field appears.
Drag
the dotted black box to the Recycle Bin on the side of the View Designer
screen.
When the field is in the Recycle Bin it does not display on the
screen for any customers.
You can
restore the field by clicking and dragging it from the Recycle Bin to
any section of the View Designer screen.
When you have
completed making changes for the screen, click Save at the bottom of the
View Designer screen.
Note: If you
exit the screen without clicking the Save button, none of the changes
you have made are saved. |