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Sub-Tables on Add Screen   
Page last modified on Tuesday, June 2, 2020 11:27 AM (by Nash DeVita) (initially created on Tuesday, June 2, 2020 11:14 AM)
Assigned to: Field Manager
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Field Manager: Assign Sub-Tables to Record Add Screens

Contract Insight allows Application Administrators to assign sub-tables to an add screen. This allows users to enter sub-table data before navigating to the details screen.

Assign Fields by Contract Type

1. Log into the system as an Application Administrator.

2. Select Manage Fields from the Manage/Setup menu

 

3. The Manage Fields screen appears.

4. From the Select a Table To Manage menu, select the table for which the sub-table(s) are to appear on the add screen for that record type.

5. Scroll down the page to the Sub-Table Management area.

   

 

6. Mark the tick-box for each table to appear on the add screen for records of that type.


Note: Sub-tables with rules applied to them cannot be selected and appear grey.

Note: Sub-tables selected for an add screen cannot have rules/conditions applied to them after their selection here.

Note: Not all out-of-the-box sub-tables can be selected for inclusion on the add screen.


 
   
 
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