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John Cardinal
2022-10-31 23:47:27 +00:00
parent 4817593507
commit 69749ef36a
22 changed files with 461 additions and 13 deletions
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docs/8.0/ayanova/docs/tour-bizadmin-form-remove-fields.md
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@@ -20,13 +20,13 @@ If you don't already have AyaNova available to follow along, everything you need
In AyaNova a [User](adm-users.md) needs permission to view and make changes to objects, this permission is called an [Authorization role](ay-biz-admin-roles.md) in AyaNova and an administrator [grants permissions](adm-users.md#authorization-roles) to each User as required.
Only a User with the [Business administration role](ay-biz-admin-roles.md#business-administration) can remove or show form fields.
Only a User with the [Business administration role](ay-biz-admin-roles.md#business-administration) can customize forms to remove or show fields.
For this tutorial you should login as a User with one of those Roles.
If you are using generated AyaNova [sample data](ay-evaluate.md#generating-sample-data), we've provided a sample User for each type of Role so for this tour you should login as the `Business Admin` / `BizAdmin` sample User to follow along:
![login as service manager](img/tour-bizadmin-login.png)
![login as business admin user](img/tour-bizadmin-login.png)
## 2\. Open a Customer edit form
@@ -34,6 +34,8 @@ Edit forms are customized _from_ the type of form you want to edit.
When you are logged in as a BizAdmin role User a _Customize_ menu option will appear in any form that can be Customized.
The _Customize_ option is now available in new, empty records so you need to open an existing record to get to that option.
So the first step is to get to a Customer's edit form, it doesn't matter _which_ Customer, any one will do.
Navigate to an area of AyaNova where Customers are displayed in their data table. There are a few different ways to get there but we'll use the simplest one for this tutorial and open a Customer from the Customers data table list.
@@ -76,19 +78,21 @@ Click on the menu button in the top right of the form. We're logged in as a Busi
![customize menu option](img/tour-bizadmin-form-remove-fields-3.png)
If you don't see a _Customize_ menu option it means you're either not logged in as a User with the [permission](#1-login-as-a-user-with-permission-to-modify-form-fields) to customize forms or you are in a new empty record and haven't opened an existing record as [required for customization](#2-open-a-customer-edit-form).
Go ahead and click on _Customize_ now to open the [form customization interface](ay-customize.md):
![customize form](img/tour-bizadmin-form-remove-fields-4.png)
In the image above you can see boxes representing each field that _can be customized_ on this form.
The title at the top of each box shows how it displays in your current language on the form you just came from. Below that is the [translation key]()
The title at the top of each box shows how it displays in your current language on the form you just came from. Below that is the [translation key](adm-translations.md)
Fields that can _not_ be customized are not shown on this form. For example the Customer "Name" field is required so it can not be hidden and is not displayed here.
In this form you can do other things besides hide fields for example making a field required or using Custom fields which we have separate guided tours for each of those concepts.
In this form you can do other things besides hide fields for example making a field [required (tour)](tour-bizadmin-form-require-fields.md) or enabling [Custom fields (tour)](tour-bizadmin-form-custom-fields.md).
For this tour we'll remove the checkmark from the "Visible" checkbox to hide the following fields:
For this tour we'll remove the checkmark from the "Visible" property to hide the following fields:
`Account number`, `Fax`, `Home`, `Mobile`, `Pager`
@@ -108,7 +112,7 @@ As soon as you saved the customization changes they took effect for all other Us
### Oops!
You just realized you made a mistake and don't want to hide the `Fax` field as Faxes are actually used for some of your customers still (and faxes are making a comeback). No problem, no data has been lost, just click on Customize in the menu again and put a checkmark beside the _Visible_ field in the `Fax` customization box, save your changes and faxes are back!
You just realized you made a mistake and don't want to hide the `Fax` field as Faxes are actually used for some of your customers still (and faxes are making a comeback). No problem, no data has been lost, just click on Customize in the menu again and put a checkmark beside the _Visible_ property in the `Fax` customization box, save your changes and faxes are back!
## What happens to the data of a removed field?