The screen designer is available to users whose role is designated as an administrator. A screen designer icon will be displayed in the lower right corner of Vision. Selecting the icon launches the screen designer. You can use the screen designer to move the fields around to suite your needs. If you want to move a field to another tab, drag and drop it into the space above the tabs. You can then click on the tab where you want to move it to, and then drag and drop it into place.
You can also set certain properties for each field. Look to the properties view on the right side after selecting a field. There you can determine if a field should be hidden, locked, required, or display a tool tip whenever someone hovers over the field.
Look for my next tip next week.
Do you have a Vision tip or trick to share? Please email me to share yours. I’m always on the lookout for new tips & tricks to share. You can also request to be added to our client advisory council space on Kona. This space is used to share tips and tricks, as well as provide feedback on features and applications we are developing.