You are here: Chapter 7: Configuration and Administration > Workspace Administration > Fields > Single-line Character

Single-line Character

Setting Properties

When you drag and drop a Single-line Character field onto the Canvas, the Properties window is displayed.

Click a section heading to expand or collapse the section. Enter values into the fields as follows:


NOTE

Workspace Administrators can customize permissions per user role, which override the Agent Default and Customer Default permissions set up here. If permissions for a user role have been set up, a message will display above the default permissions listing the user role along with an option to remove custom permissions from the role. If you remove the custom permissions, the field will return to using the Agent Default or Customer Default permissions. (See below for steps.) For more information on field permissions per user role (set up in Administration | Workspace | User Roles) see Field Permissions.

To Set Permissions for a Field:

  1. Click a cell in the table corresponding to one of the permissions listed below, such as "Optional".
    This will apply the permission to all statuses at once (Open, Resolved, Closed, etc). The selected cell is color-coded green (see the Agent Default example in the screen shot, below).
  1. To set separate permissions per status (advanced permissions):
    1. Click Toggle advanced below Agent Default or Customer Default to view all of the statuses.
    1. Then click the cell corresponding to the permission and status (see the Customer Default example in the screen shot, below).

    Tip: Click a column heading to apply the permission to all statuses for that column at once.


  2. To reset advanced permissions to the initial (basic) settings, click Toggle advanced .
    This will reset the permissions to Optional for Agent Default or Hidden for Customer Default.

To Remove Custom Permission from a User Role:

NOTE

The following applies only when a message displays above the Agent Default or Customer Default permissions indicating that a role has custom permissions.

Mouse over the role (listed above the Agent Default or Customer Default permissions), then click the Remove button.

The custom permissions are removed from the role and the name of the role displays with a strikethrough (e.g., Role Name). Once you save your changes, the role name will no longer display on the window.

If you decide not to remove the role and have not yet saved your changes, you can mouse over the role and click the Undo button.

Defining Permissions Per Role

To define field permissions with greater granularity, you can customize them for a specific role by editing the Role Properties. Once you have done so, if you return to the Form Designer, the customized roles are listed as exceptions to the default permissions.

 

Editing, Moving, or Deleting the Field

To edit the field properties, from the Form Designer, hover over the field and click on the edit icon.

To move the field, from the Form Designer, hover over the field, click on the move icon, hold down the mouse button, and drag the field to the location in which you want it displayed.

To delete the field, from the Form Designer, hover over the field and click on the trash can icon. Deletion is not permitted if a field is part of some other feature (such as a field dependency). In those instances, the relationship between the field and the other feature must first be severed before the field can be deleted.

Note 

Deleted data fields are no longer viewable, and FootPrints forms no longer contain that field.  The column is also deleted from the database and the data is no longer accessible.  To undelete a field (assuming you've made a backup of your database), contact BMC for instructions.

 

Changing the Field Name

You can change the field name from the Form Designer without going into the Properties window.  To do so, click in the field name from the Form Designer. The name is highlighted. Type the new name into the field.