The gear icon is displayed in all modules and intends to provide users with following information:
Ability to enter in data for lookup tables (lists)
Other related modules
It is designed to simplify access to inter-related modules
The gear icon window is divided into different sections as explained below:
Configuration managers: Enables users to easily access related modules to the current module the user is in. Click any module to load in the interface.
Open Manager: Access a list of all modules in SC where you can type in text to search for any module, and it queries the appropriate list of modules.
Primary List : It has two options-
Set Columns: This enables you to sort, remove,add or edit columns (related data fields) to the primary list view. We recommend not adding additional columns that have calculated counts (e.g. no of associated records like tags), as it will slow down the overall performance of the module. This column adjustment is also the location where a user with view rights can align the re-purposing of column labels to align with changes to field labels in the “Interface Labels” feature below.
You must have edit rights to delete a field/ column.
Reset Columns: This enables you to reset to default settings which will remove any user defined column configurations. This could be done only by users with edit rights.
The configuration of the primary list views is unique per user and is not changed for all users. If as a system administer, you want to copy your configuration to all users of a role profile, see resource module, and copy settings feature. It will enable an administrator to copy the settings to a designated set of users. We recommend to do it against a template user (configured to a role profile) so that when new users are created it includes the configuration of primary list view columns across all modules that have been customized.
Interface Labels: The relabeling of interface labels can be done per module, and specifically the edit form in each module. It loads the edit form, where you can re-purpose the public field labels. Press Exit to close window and it will automatically save the changes. Re-purposing fields can also be accomplished in vUserApplications Edit Form for the module (view).
Users with View rights can also edit the interface labels.
These changes must synchronize with the iOS mobile application. Any changes made offline in the mobile application, must reflect on that SaaS version when synced.
Interface Theme: This feature allows you to change (and save the change) the color theme of the user interface. It will not change for all users, that is set in dbConfiguration module under configuration module. It changes only for the user who is editing the theme.
Landing Page: This feature enables you to set the landing page once they log in. For example, if you are always accessing the document module, you can select Documents as the landing page, and when the user logs in they will go to the document module.