Use the fields on this dialog box to create a new hub. After you enter the information for a new hub, you can add tabs, grids, and fields to the hub.
After you save a new hub, you can access the information that you originally entered on this dialog box. To do so, select the hub in Screen Designer, in Settings, and click
Hub Preferences in the actions and properties pane on the Screen Designer form.
Contents
| Field | Description |
|---|
| Singular Name
|
Enter the singular form of the name for the hub. This is the system label that is used throughout
DPS when the singular form of the hub name is needed, such as in reports.
|
| Plural Name
|
Enter the plural form of the name for the hub. This is the name that you see for the hub in the Hubs section of the Navigation pane. It is the system label that is used throughout
DPS when the plural form of the hub name is needed.
|
| Help URL
|
Enter a URL that links to a custom help file that you created for this hub. The help file launches when users click the Help
 icon at the top of the hub's screen.
|
| Automatically include
|
Select the check box for the standard
DPS grids and panels that you want to add to the hub. Check boxes are:
- Activities Grid: This check box is available if you have the CRM or CRM Plus application activated. This adds an Activities tab to the hub. The tab has an Activities grid in which you can schedule and manage activities, such as meetings, phone calls, and other tasks for hub records.
- Files Grid: This check box is available only if you have FILESTREAM is enabled. This adds a Files grid for attaching files to hub records. The Files grid is added to a Files tab in the hub if you select this check box and you do not select the
Links Grid check box. If select both of these check boxes, the Files grid is added to a Files & Links tab. In the Files grid you can upload files for hub records for easy access and viewing. You can upload various file types, such as image files, Microsoft document files, word processing files, drawing files, spreadsheets, and so on. A copy of the file is stored in the FILESTREAM database.
- Links Grid: This adds a Links grid for adding hyperlinks that open external text and graphic files, web sites, email addresses, and so on for hub records. The Links grid is added to a Links tab if you select this check box and you do not select the
Files Grid check box. If select both of these check boxes, the Links grid is added to a Files & Links tab.
- Summary Panel with image: This adds a summary panel on the left side of the hub form. The panel contains a
Number field and a
Name field for entering the number and name for each new record that you add to the hub. You can also upload an image for a hub record in this pane.
If you choose
not to add the summary panel to the hub, the
Number and
Name fields are added to the Overview tab that is always added to a new hub. The Overview tab is blank if you select the
Summary Panel with image check box. You can add fields to the Overview tab or delete the tab.
You cannot delete the
Number and
Name fields in the Summary panel or the Overview tab. However, you can hide the fields, if needed, using the
Hidden field in the Field Properties section of the actions and properties pane on the Screen Designer form.
After you add and save a new hub, you can clear any of these check boxes on the Hub Preferences dialog box at any time to remove the grids and summary panel from the hub as needed.
|
| Database Table Name
|
This field prefills with the singular name that you entered for the hub in the
Singular Name field, preceded with UDIC_. This is the internal database table name that is assigned to the hub. You use this name for creating custom reports or advanced workflows for the hub.
|
| Display in Page Title
|
Select whether you want the name or number that was entered for a hub record to display at the top of the hub form to identify the record that you have open in the hub.
This setting also determines how the name and number display in the hub's search results list:
- If you select
Name for the
Display in Page Title setting, the hub record's name displays first, in larger text, above the hub record's number (in smaller text) in the search results list.
- If you select
Number for the
Display in Page Title setting, the hub record's number displays first, in larger text, above the hub record's name (in smaller text) in the search results list.
You can delete a user-defined hub's name or number field, but not both, from the hub. When you delete one of the fields, the remaining field is automatically selected for the
Display in Page Title setting, and you cannot change it.
If you select
Name and you add three name fields to the hub, all three names display at the top of the hub form. (You can add up to three name fields for a hub record.) The order in which you place the name fields in the hub determines the order in which they appear, concatenated, at the top of the hub form.
DPS looks at the order of the name fields from top to bottom if the name fields are all on the summary panel; from left to right and then top to bottom if the name fields are all on one tab; and from tabs left to right if the name fields are on different tabs.
|
| Done
|
Click this button to save the entries on the dialog box and return to the Screen Designer form where you now see the new hub displayed in Screen Designer. You can begin adding tabs, grids, and fields to the hub. Clicking this button does
not save the new hub.
To save the hub, you must click
Save at the top of the actions and properties pane on the Screen Designer form.
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