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Section Edit:

Users can now access the edit screen from a section's entry list. Open the filter panel at top and click the link at the bottom of the panel.

Customizing Sections:

The Basic Information tab allows users to edit a edit a Section name or Category. Click "Save" to retain any changes.

The Manage Fields tab is where users designate fields that will be available in the Field Gadget. Users can also enable chosen fields be added to the gadget by default, making data standardization for resources easier.

To search for a specific field, type a field name into the searchbox. Fields already added to the section are shaded grey. You may add duplicate fields to a section, but this is discouraged and a confirmation message will prompt you to confirm that you wish to add the duplicate field. To add a field to a section, click on the + icon and it will be added at the top of the "Assigned Fields" section. To remove a field, click the delete (trash can) icon.

Users can add custom fields of various types (text input, text area, choice box, radios, checkbox, encrypted data, date input) to a section. To view only unedited custom fields, enable the toggle below the search box.

Once fields are added to a section, they may be renamed and have other attributes updated by clicking on the edit icon.

To designate a field be added to the Field Gadget by default, select the checkbox "Default on Gadget".

The fields will be added to the Field Gadget for every resource assigned to the section. Default fields cannot be deleted from the Field Gadget.

Non-default fields will be available to add to the gadget on a per resource basis.

The Manage Gadgets tab allows users to add, edit, relocate, or remove gadgets associated with the section.Simply select the gadget you want to show for that section and hit "Add Gadget".


The "Save" function for each tab works independently. If you add or remove fields in the "Manage Fields" tab, then move to the "Manage Gadgets" tab to add or remove gadgets, and then save from there your field changes will not be saved. You must save from each tab to retain changes to each area.


CFR - 283: Altered Approval actions naming conventions for clarity.

IM - 530: Added Date Input custom field to Resources Section Edit field catalog.

IM - 4364: Added ability to add users to or remove users from a User Group via the Group Details page.