Administration

Design

Screen Designer

Configuring Fields

Fields can be configured to suit your business requirements.  This includes:

  • Selecting mandatory fields
  • Deciding which fields should be used for de-duplicating
  • Setting field visibility rules
  • Determining Sensitive/Personal fields for use with GDPR settings – see ‘Using GDPR in Gold-Vision
  • Configuring drop options for Dropdown fields – See ‘Amending Drop Options‘ and create Highlight Rules

Setting Fields Defaults

Defaults can be set for ‘Text’, ‘Numeric’ and ‘Checkbox’ fields via Screen Designer. Gold-Vision end users will see these defaults appear in their respective fields when creating a new item.

Adding Fields

Watch our web clip to see how to add fields.

Tip

Tip: The Screen Designer is drag and drop, all fields and sections can be easily moved to different places.

Adding Field Groups

Field groups can be used to segment data on a screen.

Watch our web clip to see how to add field groups.

Adding Pages

Watch our web clip to see how to add pages.

Adding Sections

There are a number of options for adding sections.  You may not see all options if you are not running the latest version of Gold-Vision.

 

Watch our web clip to see how to add sections:

Resizing Sections

You can click on the bottom right hand corner of any section to display the arrow keys then click and drag to resize.

Tip

Tip: We recommend large screen sections with multiple fields are split into sections using field groups to improve visibility.

Set Team Visibility And Rules

Pages and Sections can be configured, to only be visible to specific teams and users.

Tip

Tip: You can set rules so that specific areas will only show when certain fields are set to specific requirements, for example: Sales Info Section will only show when the Account Type is set to Customer.


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