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Adding a custom field to a panel
A District Administrator can add fields to custom or built-in pages and specify how the field will appear on the page [see Supported field data type/control type combinations >>]. The administrator must first configure the field at the schema level before he or she can add it to the panel on a page [see Configuring fields in a schema >>].
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On the home page, in the control bar under ADMIN, click District Setup.The District Setup page appears. |
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Under cTools, click Manage Pages. The cTools Manage Pages page appears. |
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Click the relevant feature area [>>]. The Manage Page Details page appears. |
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Under Custom Pages, click the page to which the field will be added. The Add/Edit Page page appears. |
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Under Panel Selection, click the panel to which you want to add the field. |
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On the Add/Edit Panel page, in the Actions menu, click Add/Remove Field. |
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To edit a field's properties, under Panel Fields, click the field. The Edit Field page appears. |
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To remove a field from a panel without deleting it from the schema, select the field and in the Actions menu click Add/Remove field. |
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To delete a field from the schema, select it and in the Actions menu, click Delete Field/Object. When you delete a field, you permanently delete all data entered in that field. |
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On the Add/Remove Field page, In the Available list, double-click the field. The field moves tot he Selected list. |
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To remove a field, double-click it in the Selected list. The field moves to the Available list. |
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Click OK. The Add/Edit Panel page appears. |
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Under Panel Fields, click the field. The Edit Field page appears. |
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Enter or change information, which includes: |
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Label: The name as it appears next to the field. |
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Control type [Table 77]: Determines how the field will appear on the page. |
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Publish: The field is visible on the associated panel. As long as the panel is not published, the Field option can be set to Publish without affecting users [see >>]. |
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Unpublish: The field is not visible on the associated panel [see >>]. |
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Read only: The field cannot be edited by users. |
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Show Add/Delete action menu items: This option appears for grid pages only and enables you to display Add and Delete in the Actions menu of the grid page. |
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Click OK. The Add/Edit Panel page appears. |
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To change the order in which multiple fields appear in the panel, in the Edit menu, click Change Field Order. On the Change Order page, select the field and use the up and down arrows to change the display order |
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Add objects if required [>>]. |
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To see the new field, stop Chancery SMS Task Manager [see >>], click Apply Pending Changes [see >>], and then reset IIS [see >>]. |
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[You can do this if your role is District Administrator.DA]: