This article explains how to use and manage the DISPLAY tab. The information includes how to control an object that appears in menus and interfaces, including its default views, assigned forms, role sets, custom permissions, labels, menu order, and icons.
For the display to activate, the settings must be set first.
How to Activate the Default View
The default view controls whether display options are enabled for the object. To activate the default view:
1. Click the Default View toggle:
- Blue to activate.
- Gray to deactivate.
2. Click SAVE or SAVE AND CLOSE.
4 STEPS
1. To activate the Default View,
remember that this controls whether display options are enabled for the object. First, click the Default View toggle.
2. A blue toggle means it’s active, while gray means it’s deactivated.
3. When you’ve set it as desired, click SAVE or SAVE AND CLOSE to apply your changes.
4. That's it. You have activated the default view.
Here's an interactive tutorial
https://www.iorad.com/player/2666334/Data---How-to-Activate-the-Default-View?iframeHash=watchsteps-1&lang=en
How to Assign a Form to an Object
To assign a form to the object, the Default View must be active. To assign a form:
1. Click the Form dropdown menu.
2. Select an existing form or click + Create New Form.
3. Click SAVE or SAVE AND CLOSE.
4 STEPS
1. To assign a form to an object,
first, make sure the Default View is active, as this is required to assign forms.
Then, click the Form dropdown menu.
2. Select an existing form, or click + Create New Form to make one.
3. When you’re ready, click SAVE or SAVE AND CLOSE to apply the form to the object.
4. That's it. You have assigned a form to an object.
Here's an interactive tutorial
https://www.iorad.com/player/2666354/Data---How-to-Assign-a-Form-to-an-Object?iframeHash=watchsteps-1&lang=en
In some contexts, only a creation form exists. For most objects, the same form is used for both creation and editing, which is configured in the Display tab.
How to Assign a Role Set
Role sets control visibility and access for this object in the user interface. To assign a role set:
1. Click the Roles set dropdown menu.
2. Select a role set.
3. Click SAVE or SAVE AND CLOSE.
4 STEPS
1. To assign a role set,
remember that role sets control visibility and access for this object in the user interface.
First, click the Roles dropdown menu.
2. Then, select the role sets you want to apply.
3. When you’re ready, click SAVE or SAVE AND CLOSE to apply the changes.
4. That's it. You have assigned role sets.
Here's an interactive tutorial
https://www.iorad.com/player/2666362/Data---How-to-Assign-a-Role-Set?iframeHash=watchsteps-1&lang=en
The fields displayed for this object depend directly on the assigned role set.
How to Select a Custom Permission
Custom Permissions further control access to the object. To assign a custom permission:
1. Click the Custom Permission dropdown menu.
2. Select a custom permission.
3. Click SAVE or SAVE AND CLOSE.
4 STEPS
1. To select a custom permission,
remember that custom permissions provide additional control over access to this object.
First, click the Custom Permissions dropdown menu.
2. Then, select the custom permissions you want to assign.
3. When you’re ready, click SAVE or SAVE AND CLOSE to apply your changes.
4. That's it. You have selected a custom permission.
Here's an interactive tutorial
https://www.iorad.com/player/2666366/Data---How-to-Select-a-Custom-Permission?iframeHash=watchsteps-1&lang=en
The fields displayed depend directly on the selected custom permission.
Changes in this section directly affect the Project menu visible to end users.
How to Enter a Menu Label
The menu label defines how the object name appears in menus. To enter a menu label:
1. Click the Label field.
2. Enter the label name.
3. Click SAVE or SAVE AND CLOSE.
4 STEPS
1. To enter a menu label,
remember that the menu label defines how the object name appears in menus.
First, click the Label field.
2. Then, enter the label name you want to display.
3. When you’re finished, click SAVE or SAVE AND CLOSE to apply the changes.
4. That's it. You have entered a menu label.
Here's an interactive tutorial
https://www.iorad.com/player/2666374/Data---How-to-Enter-a-Menu-Label?iframeHash=watchsteps-1&lang=en
How to Set the Menu Order
The menu order controls the position of the object in menus.
To set the menu order:
1. Click the Order field.
2. Enter a numeric value.
Lower numbers appear higher in the menu.
3. Click SAVE or SAVE AND CLOSE.
4 STEPS
1. To set the menu order,
remember that the menu order controls where the object appears in menus.
First, click the Order field.
2. Then, enter a numeric value.
Lower numbers place the object higher in the menu.
3. When you’re finished, click SAVE or SAVE AND CLOSE to apply the change.
4. That's it. You have set the menu order.
Here's an interactive tutorial
https://www.iorad.com/player/2666390/Data---How-to-Set-the-Menu-Order?iframeHash=watchsteps-1&lang=en
How to Assign an Icon
Icons help visually identify objects in menus. To assign an icon:
1. Click the Icon field.
2. Select an icon from the icon picker.
More than 200 icons are available to choose from.
4 STEPS
1. To assign an icon,
icons help visually identify objects in menus.
First, click the Icon field.
2. Then, select an icon from the icon picker.
With more than 200 icons available, you can choose one that best represents the object.
3. When you’re finished, click SAVE or SAVE AND CLOSE to apply the change.
4. That's it. You have assigned an icon.
Here's an interactive tutorial
https://www.iorad.com/player/2666393/Data---How-to-Assign-an-Icon?iframeHash=watchsteps-1&lang=en
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