Change the Properties for a Field in a Hub

Use Screen Designer in the browser application to change the properties for user-defined and standard DPS fields in a hub.

You can change a field's settings that determine whether the field is hidden, locked, or requires an entry by users based on their security role.

For user-defined fields and some standard fields, you can also change the default value for the field, the decimal places and minimum and maximum values for numeric fields, and the currency type for currency fields.

Note that for some standard fields, specifying a default value may then make other fields required fields. If you use Screen Designer to specify a default value for such a field that then makes other fields required, it is recommended that you also specify default values for those other fields. This is particularly important if you use GovWin IQ integration to import multiple opportunities at one time from GovWin IQ to create new projects in DPS. The import will fail if values are not available for all required project fields.

To change the properties for a user-defined or standard DPS fields in a hub:

  1. In the Navigation pane in the browser application, open Screen Designer in one of the following ways:
    • Go to the Hubs section and select the hub that you want to customize, or go to the Settings section and select Accounting > Chart of Accounts to customize Chart of Accounts. On the form, select Design from the Other Actions drop-down menu.
    • Go to the Settings section and select Screen Designer. In the drop-down list in the title bar of the Screen Designer form, select the application that you want to customize.
  2. On the Screen Designer form, click the tab on which the field is located.
  3. On the tab, click the field whose properties you want to change.
  4. Use the Field Properties section of the actions and properties pane of the Screen Designer form to make changes to the field:
    If you want to... Do this...
    Add a caption Enter text in the Caption field.
    Position the caption Choose a position from the Caption Position drop-down list.
    Hide or display the field for users based on their security role Click in Field Security and use the Field Security Rights dialog box to select which user roles can view the field.
    Choose which user roles can view but not edit the field Click in Locked and use the Field Edit Rights dialog box to choose which user roles can make changes to the field.
    Select whether a field entry is required Choose a selection from the Required drop-down list to select whether an entry is required in this field for employees who are specified as accounting users, CRM users, or both.
    Add a tooltip Click in Tooltip and use the Tooltip dialog box to add information for the field. For example, you may want to enter more specific instructions or information about what to enter in the field.
  5. To change the default entry that prefills for a field:
    1. In the Field Properties section of the actions and properties pane, click beside the Field Type field.
    2. On the Field Settings dialog box, change the entry in the Default Value field and click Save.
  6. In the actions and properties pane of the Screen Designer form, click Save.
Parent Topic: Customize Fields