Create a Field Display Policy

A Field Display Policy can be added to any of Data models, Relations and Views to modify the default form that is available for the item.

  1. Choose the relevant hierarchy level.
  2. Click Add from Customizations > Field Display Policies.
  3. Enter the Name and and optionally a Description for the Field Display Policy. If the name is ‘default’, the Field Display Policy will apply to the target model type by default.
  4. Select or verify the model reference for the Target Model Type.
  5. Click + adjacent to Groups and add a group Title. All the fields of the display policy should belong to a Group. If a group displays as a tab on the GUI, the Title is the tab title.
    • Select the Display as Fieldset chyeck box to show the group Title as a group header on the GUI and without tabs, or as a group title on a tab called Base if more than one group has this check box enabled.
    • Enter a numeric value for Number of Columns if the fields should show in columns.
  6. On the Fields transfer boxes of the Group, select the required target model type fields from the Available box and add them to the Selected box. The available fields include fields from all versions of the schema of the target model type. Refer to the Rules When Creating a Field Display Policy topic for the caveats that apply when selecting the fields.
  7. For each selected field in a Selected transfer box, its attributes can be configured in the Field Overrides group:
    • Field - Select the field to which the attributes apply.
    • Title - Select the label text to be shown for the attribute.
    • Help Text - Enter text to display as the field on-line help and form tool tip for the attribute. If no text is added, the model attribute description is shown.
    • Disabled - select the check box if the field should show as disabled.
    • Input Type - The default display of the input field can be selected. For details, refer to the Field Display Policy Input Reference topic.
  8. Click Save on the button bar to save the Field Display Policy.

The created Field Display Policy is available to be applied to the model by using it in a Menu Layout.