Screen Configuration

Modified on Thu, Aug 29 at 5:31 PM

Use the Screen Configuration feature to create screens that determine the fields/columns that appear on the Item Summary page (People, Work, Assets).

Screens are automatically available on the Item Summary pages based on the apps you link them to.

To configure screens for tickets, see Ticket Screen Configuration.

Default screens

The system provides a set of default screens for each user:

One default screen for each Item Summary page (People, Work, Assets)
One default screen for each app under each Item Summary page

Default screens can be modified, but not renamed or deleted.

Screen Summary

Screens are displayed in a list on the right of the Screen Summary.

Columns can be sorted alphabetically (A-Z or Z-A) by clicking the column headings.

To see a screen, click the screen Name in the Name column which opens the Screen Details page for that screen.

Create Screen

On the top menu bar, click System Management ( )>Administration>Work Management>Screen Configuration

On the top menu bar, click Tickets>Screen Configuration
On the Screen Summary page, in the upper-left corner, click Add a Screen
On the Add Screen page, fill in the General Info and Screen Fields sections, as below in Modify Screen, step 4

Modify Screen

On the top menu bar, click System Management ( )>Administration>Work Management>Screen Configuration

On the top menu bar, click Tickets>Screen Configuration
On the Screen Summary page, in the Name column, click the Name of the screen you want to edit
On the Screen Details page, in the Tasks column on the left, click Modify

On the Modify Screen page, modify the General Info and Screen Criteria:

4b: Screen Fields

Define the screen by adding fields. The fields are from the app you chose in the General Info section; in addition to the general fields common to all apps (see list below).

Click +Add Fields.

On the Add Fields window, check the fields you want in the screen or search within columns. Some fields need to be configured in the Description column.

General fields common to all apps (if you chose All Apps in General Info>App, above):

Field	Description
Address	The street name and address number
Assigned to	The user the item is assigned to
Category	Defined by the administrator to group apps with similar characteristics
City	The city in the address of the item
Close Date	The time when the item was first closed
Country	The country in the address of the item
County	The county in the address of the item
Created by	The user who created the item
Create Time	The time the item was created
Description	The description of the item
Due Date	The deadline for completing the item (date and time)
Due Time Status	The status of the due time of a item
First Closed By	The user who first closed the item
Folder	The folder containing the item. Folders are used to organize items
Is Past Due	Whether the item is past due
Item Closed	Indicates whether item has a status of closed
Item Valid	Items are valid when all required fields are filled in
Last Updated By	The user who most recently updated the item
Latitude	Parallels of latitude are lines parallel to the equator, measured in degrees north or south from the equator
Longitude	Lines of longitude run from the North Pole to the South Pole. Each is identified by the number of degrees it lies east or west of the prime meridian
Past Due Time	Amount of time the item is past due
Place	The official boundaries of the city
Province	A geographic and political unit (in Canada, Mexico, etc.)
Related Items	The items that are linked to this item
Related Tickets	The tickets that are linked to this ticket
Scheduled Date	The date on which work on an item is scheduled to start
State	A geographic and political unit (United States)
Status	The status of the item. The statuses Open and Closed are defaults in lists of apps (Summary pages) and in Advanced Search. Administrators can create custom statuses for each app
Total Work Time	The amount of time spent working on an item (start time minus end time per work session)
Type	The name of the app
Update Time	The date and time of the last change to the item (in item's History view)
Work Item Title	The selected Title for the item

Order fields. Click Move ( ) to drag and drop fields to put them in the order you want. The top to bottom order is the left to right order on the Summary page. Click Delete () to delete fields.
When finished, click Save (Screen Details page appears) or Cancel to discard your changes

Screen Details

Task	Description
Delete	Deletes the screen
Go to Screen Summary	Goes to Screen Summary page
Modify	Goes to Modify Screen page
Use this screen	The screen is automatically available on the Summary pages based on the apps you link it to. See Modify Screen, step 4, General Info

Delete Screen

Once a screen is used, it cannot be removed from the Screen dropdown lists on Summary pages (Tickets, People, Work, Assets) except by:

Modifying the screen so it links to a different app
Deleting the screen from the system. On the Screen Details screen, click Delete.
Change the group permissions so the group that no longer needs the screen no longer sees it. For details, see Groups