Field Display Policies

Field Display Policies are applied to certain item types in order to modify the default form that is displayed when these items are created or accessed.

With Field Display Policies, the fields on an item detail form can be grouped, disabled, and on-line help text can be added for a field. A field can be provided with a new label and its position on the form can be moved up or down.

More than one Field Display Policy can apply to a particular item type so that the selection of a particular policy will present another view of the form.

A Field Display Policy for an item type can be applied from a Menu Layout by selecting and associating it with the item on the Menu Layout. The Menu Layout is then selected to be part of a user Role so that users who have this role and log in will be able to have the item displayed according to the relevant Field Display Policy.

For example, a system may have users at Provider, Customer and Site administration hierarchy levels - all of whom may access the same items, but perhaps some item fields need to be hidden for administration users at a certain level. Field Display Policies can then be made that are applied to the Menu Layout associated with the administration users at these levels.

A quick way to add a Field Display Policy is to clone an existing Field Display Policy, modify it as required and then to select it for the model on a user’s menu layout. In this way a user’s interface can be modified from the point of user access to the model on the menu.

There is a unique constraint on the name of the Field Display Policy per hierarchy level. The same name can be used on another hierarchy, but a new name is needed at the same hierarchy.

A Field Display Policy can also be selected for a form that is part of a Wizard.

If a Field Display Policy is called ‘default’, it will apply to a model by default.