Add or Edit a Field Display Policy

A Field Display Policy can be added or edited.

1. Login as provider administrator or higher.

2. Choose the desired hierarchy.

3. Choose Customizations > Field Display Policies to show the list of existing Field Display Policies.

4. Click Add on the button bar to create a new Field Display Policy and enter a new name in the Name field. Alternatively, you can edit an existing Field Display Policy by clicking on it and editing the fields as described below.

   If the name is default, the Field Display Policy is applied by default. There is a unique constraint on the name of the Field Display Policy per hierarchy level, so the same name as the original can be used on another hierarchy, but a new name is needed at the same hierarchy.

5. Complete the following field display policy details:

   1. Optionally enter a Description for the Field Display Policy.

   2. Choose the model reference for the Target Model Type from the drop-down list.

   3. Click Add next to Groups, and complete the following:

      • Title - Enter the label text to be shown for the attribute. This is mandatory, and is the name that will be shown on the created tab.
      • Display as Fieldset - Select this check box to make sure that all fields are shown on the same page instead of a separate tab.
      • Number of Columns - Enter the required number of columns. The fields in the ‘Selected’ area (see Fields below) will be displayed in the number of columns specified in this field. The default is to display the fields in a single column.
      • Fields - Configure the fields that will be displayed on the tab. Choose the fields in the ‘Available’ area of the screen and click Select to move them to the ‘Selected’ area of the screen. Fields displayed in the ‘Available’ area are determined by selected Target Model Type. To adjust the position of a field in relation to the other fields, click on a field and use the Move Up and Move Down buttons.

   4. Click Add next to Field Overrides and complete the following:

      • Field - Choose the field name from the drop-down for which you want to create override text (a different label).

      • Title - Enter the required label text.

        If the field display policy is called default at a hierarchy, the list view column header will also show this title if the field belongs to the list of summary attributes.

      • 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 Disabled check box if you want to hide the field (grey it out).

      • Input Type - Choose the required option from the drop-down to determined how the input field is displayed.

6. Click Save on the button bar to save the Field Display Policy.

The created Field Display Policy is available to be applied to the item by selecting it in a Menu Layout that is available to a Role.