How to Customize Screen Sections on the Decision Screen

Procedure

To customize screen sections on the Decision screen:

  1. Select Admin.
    The Admin Home Page appears.

  2. From the View Designer tab, select Credit Line.
    The View Designer screen to customize Credit Line details screen appears.

  3. Use the following table to customize the Credit Line details screen:

To..

Do this..

Change the display label for a section title

  1. Click the section title.
    The Edit icon appears.

  1. Click the Edit icon.
    The pop-up screen to edit the section title appears.

  2. In the Label text box, type the label for the section title and click the save icon .

Note: To exit the pop-up screen without saving changes, click the cancel icon .

Change the position of the section on the screen

  1. Without releasing the mouse, click the section title bar you want to move.
    A dotted black box containing the name of the section appears. This dotted black box moves with the mouse pointer.

Note:  If you need to scroll the screen to position the section, click one of the arrows on your keyboard and the section header at the same time. You can then use the keyboard up and down arrows to scroll the screen as you move the mouse.

  1. Move the dotted black box with the section name to the target location and release it. Rectangles outlined with dotted lines mark the possible target locations. When you move the mouse over a dotted rectangle it becomes black to indicate that releasing the mouse will position the section in that location.

Set the default display for a section as minimized (all fields initially do not display)

Click the downward facing arrow .
The arrow now points right and only the section title initially displays on the View Designer screen. Users can click the arrow to maximize the section.

Set the default display as maximized (all fields initially showing),

Click the right pointing arrow .
The arrow now points downward and the fields for the section display on the View Designer screen. This is how the section will initially display when users access the screen, but they can use the arrows to minimize the section.

Hide a section so that it does not display

Click the section title bar and drag it to the Recycle Bin. You can restore the section by dragging it back to the target location.

Note: You cannot hide sections if the section contains any locked fields.

  1. To save the changes you have made, 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.