Existing sections functionality modification

In this article we are going to show you how to add, edit, delete fields from the existing sections. 

To modify the functionality of the existing sections, use the section wizard. All modifications made to the configuration by using the section wizard, for example, adding new objects or columns to the existing objects, are applied when saving the section. To modify an existing section, open it and select the [Open section wizard] option from the [View] menu.

The section wizard consists of three setup pages:

1. Section base properties page.

2. Page designer.

3. List setup page.

To set up the page fields that will be displayed on the top of the page (above the tabs) or those page fields that will be displayed in each tab, use the fields setup area.

Managing page fields is identical to managing list columns of the section. For example, you can add or hide fields, change their width and location on the page layout. Additionally, the page designer enables you to change the field height by using the [-] and [+] buttons, and fit it in one click to all available width by using the [Autofit width] button. To add an existing column, select the [Existing column] option. To hide the field, select it and select the [Delete] option.

To add a new field to the section, from the  button menu, select the needed field type. 

Here you can read more about the field types (text, lookup and etc.): https://www.bpmonline.com/community/discussion/10371

After you have clicked on “Add new field” button, in the opened window, define the field parameters (see an example below).

The set of fields in the window used to add new columns can differ depending on the type of the added field.

COMMON PARAMETERS FOR ALL COLUMN TYPES

[Caption] – column and field caption that will be shown on the page.

[Name] – unique internal name of the column. If the column with the same name already exists, the

system will inform you by displaying a warning message.

[Is required] – checkbox indicates whether the new field is required. This checkbox is not available

when creating columns of a “Boolean” type.

[Read-only] – select the checkbox if the new field should be non-editable.

[Hide caption] – select the checkbox if you don't want the field to be displayed on the page.

[Text size] – style for displaying the field data, for example, “Caption” or “Text”.

ADDITIONAL PARAMETERS (DEPENDING ON THE COLUMN TYPE)

[String length] – maximum number of characters in the text field. Maximum number of characters can

be 50, 250 and 500. You can also add fields with unlimited number of characters. The field is available

only for the “String” field.

 [Multiline] – enable entering multiple lines of text in the field. The field is available only when creating a

“String” field.

[Decimals] – maximum number of digits after the decimal point in the decimal numeric field. The field

is available only when creating a decimal numeric field.

[Format] – data format of the field. The “Date” field can display either a date or both date and time.

The field is available only when creating a “Date” field.

Parameters for the “Lookup” column type

[Existing lookup] – select this option and in the displayed [Lookup] field, select the lookup object. Any

system object can be used as a source of values for a lookup field.

[New lookup] – select the option if you need to add a new lookup to the system. In the displayed fields,

enter the caption and name for the new lookup.

Attention! The new lookup will not be automatically registered in the system. Register it manually in the

[Lookups] section if necessary.

[Display as drop-down list] – select the checkbox if the field values must be displayed as a list.

Hope this instruction will help you to work with the section wizard. If there are any additional questions, feel free to comment on the article.

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2 comments

Anna,

Could you possibly explain 

Attention! The new lookup will not be automatically registered in the system. Register it manually in the

[Lookups] section if necessary.

Not sure I see where to find this.

Thanks.

Hi John, I answered your question within incident #0254214

Adding custom lookups after creating drop down and lookup fields to pages will be automated in bpm’online 7.7 version. But before that release users should add new lookups manually.

As I noticed you add new drop down field called “Source” to Requests page, it is linked to “Opportunity source” object

 

Now let’s create a new lookup representing content of this object, please open system designer and navigate to lookups section. Then click “Add lookup button”,  specify the name for a lookup (whatever) and the entity name it is representing.

 

 

Then click “Save” button and add items you want, after that lookup’s content will be available on all pages containing appropriate field.

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