Product Documentation

ExtraView is unique in that it is easily configured to reflect your company’s terminology, data hierarchies, and is able to provide extensive validation for data that describes your organization, products, and services. Listed here are some common basic changes that users make to their system. If you need more detail about any of these options, or would like to create more complex changes, please refer to our Administration Guide. If you would like more information on having ExtraView's Professional Services help configure your system please click here.

Adding a new field to a layout

• First add the field into the Data Dictionary
  • Go to the Admin Menu Site Configuration Tab, then click on the Data Dictionary link.

    
    Data Dictionary

  • Click on the Add button

    
    Adding a new field

  • Fill out the required information as well as any attributes and permissions for the field.
  • For more detailed information about adding fields to the Data Dictionary, please click here
• Once the field is created, place it upon the layout you wish to see it on. Under the Site Configuration Tab, click on the link titled Design Center

  
  Design Center

• Navigate to the particular layout that you wish to add the field. Please note that you will need to carefully select the correct business area/project combination. EVStarter as a default has three separate business areas configured, therefore making changes in the Global Area would not show up on a Bugs Add screen.

  
  Design Center Layouts

• Edit the layout that you wish to see your new field

  
  Edit a Layout

• Insert new rows or columns as needed by clicking on the arrows on the design center layout. Select the cell in which you wish to insert a new field.

  
  Edit a Layout

• Drag and drop the field into the cell location

  
  Drag and Drop the field onto the layout

• Save Layout

Removing a field from a layout

• Navigate to the layout that you wish to remove the field from.
• Select the cell that contains the undesired field
• Right click on the selected field and choose the option Delete FIELD_NAME

  
  Right Click on the Cell to delete

• Save Layout

Changing a title to a field

• Enter into the Data Dictionary from the Site Configuration Tab in the Admin menu
• Edit the field that you are changing the title to
• Change the Title to display to your new text

  
  Change the Title to display

• Update

Making a field required or not required

• Navigate to the layout in the Design Center that you want to change the title to a field on. Ensure you are changing the correct Area and Project combination.
• Highlight the field by clicking on it
• Click on the Add button for the Cell Attribute

  
  Click to add a new cell attribute

• Select either FIELD REQUIRED IF or FIELD NOT REQUIRED IF from the drop down list

  
  Field attribute selection

• As part of the filtering process users have the option of selecting the Equivalence field to either equals, greater than, less than, does not equal, or is not null
• If the dependent field is a list value, select a field value from the drop down list
• Update
• Save the main layout to reflect your changes