CONFIGURATION

Creating a heading

In the General Settings pane:

  • Right-click on a dimension > Create Heading > Choice of type,

  • Right-click on a form > Create Heading > Choice of type,

The corresponding part then opens:

Specify the characteristics of the heading, then confirm by clicking on the Validate button.

A Text heading has the following characteristics:

Name

Give this heading a name.

Description

Give the heading a description. The description is optional.

Index

Check this box to index the heading in the database. This enables you to accelerate searches, filters, imports when this heading is used as a criterion in searches, filters or imports.

Indexing of the headings makes it possible to improve performance on very specific cases.

Note

We strongly advise you to contact STILOG I.S.T. technical support if these types of needs are identified.

Default value

A default heading value can be used to create a new resource (in the case of a resource heading) or an event (in the case of the form heading).

Tip

Global user variables can be used to define this default value:

  • $USERNAME

  • $GROUPNAME

  • $USEREMAIL

  • $USERFULLNAME

Forbid default value

Check the Forbid default value box to force the user to enter data in the field and not leave the default value.

Number of characters

The maximum number of characters for a Text heading is 255.

Important

This setting cannot be modified if several users are logged in.

Format

A format enables you to check the value is coherent when it is entered.

The predefined formats are:

  • ZIP Code,

  • 10-digit telephone

  • E-mail,

  • Begins with uppercase

  • Uppercase

These formats comply with the REGEX standard.

It is possible to create other formats by modifying the REGEX formula directly in the text zone.

To find out more about the REGEX format, refer to one of the many online sources of documentation about the format.

E.g.:

Completion

Check this box to automatically complete keyboard input when creating, modifying or searching.

Modifying a heading

To modify a heading you must change the planner’s architecture template.

Warning

This is an important configuration task and should not be performed without careful consideration.

To modify a heading, select the heading in the General Settings pane. The corresponding part of the window is then enabled.

Modify the characteristics (see Creating a Text heading), then click on the Validate button.

If you do not want the modification to take effect, you must click on the Redo button.

Deleting a heading.

To delete a heading you must change the planner’s architecture template.

Warning

This is an important configuration task and should not be performed without careful consideration.

Deletion of a heading is definitive.

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