CobbleStone Documentation Wiki Welcome Guest: 11/21/2024 6:29:46 AM
 
View for Version
 
 
Contract Insight Version:
select
Version Released On:
Friday, October 8, 2021
 
   
 
Search
 
 

search text
Search 
 
   
 
Navigation
 
 
 
   
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
  Generate Manual Print View
 
Page Content
 
 

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.


 
   
 
Related Wiki Video Tutorials
 
 
 
   
 
Page Tags (Keywords)
 
 
 
   
 
Files & Attachments
 
  
   
 
CobbleStone Software |  Contract Insight Wiki |  version: 17.1.1.171020
CobbleStone Software is developed in the U.S.A.