Screen Profiles

Screen Profiles are used to set up what is displayed on specific screens for a specific group. Using a screen profile will ensure that the layout of certain screens will remain, in the event a user is required to delete all of their profile settings back to the default layout. Before creating a Screen Profile, there must first be at least one Function Profile created in the system.  

The following information is contained in the Screen Profiles document:

• Creating a Screen Profile

• Details

• Editing Screen Profiles

Create a Screen Profile

1. In Admin>Systems>Permissions, select Screen Profiles.
2. In the Screen Profiles main screen, click the button to create a new screen profile

3. In the New Record dialog box, from the Screen Profile Type drop-down menu, select the type of profile:
• Global - sets the screen profile settings for all users that log into the program regardless of what group they belong to.
• User Group - screen profile settings are set for the specified group.
4. Click the OK button, and then in the Screen Profiles screen, click to select screens.
5. In the Select Screen dialog box, click the Selected flag for every screen that needs to be added to the profile, and then click OK.

6. The details for each screen caption will appear with a description, label, and screen location for each.

Details

The child grid within the Screen Capture field allows additional available functions for the screen.

1. In the Screen Capture field, click the button to open the screen profile details screen.

2. All details will be displayed. Enter the Sequence for each field by entering a number for the order in which they should appear.
3. Select the different flags for each requirement:
• Visible - detail field is be visible in the screen. There is an option in Options>Select All to select all of the fields in the screen profile to be selected as visible. Alternatively, there is another option to De-Select All fields from being visible.
• Read Only - detail field is a read-only field and cannot be edited.
• Required - detail field is a required field and must be used.

Edit Screen Profiles

The most common practice is to edit the fields that are available on the screens.

1. In the transaction screen, select the Settings drop-down menu and click Edit Screen Profiles.

2. The Screen Profiles screen is split into two sections. The top section will display all available screen profiles, and the bottom section will display all available functions for the screen. Select and disable as required and then click the Save button.