Configuring the object views of records

To provide users with the information that they need to complete their tasks, you can configure the object view for each user role.

The benefits are as follows:  

• The usability experience is enhanced because employees see only the information that they need to see and in the order that they need to see it.
• The security of the product is enhanced because you can specify for each role the fields that are read-only and you can also hide fields that users with a specific user role don't need to see.   

Accessing the screen builder

To configure the object view of records, you use the screen builder. The screen builder is available to administrators with the appropriate permissions. 

1. Click an object, such as Software.
2. Click a record.
3. Click the Actions menu .
4. To configure the view, click Screen Builder .

Action	Procedure
Role	Select the role.
Add group	Organize the information that is displayed into groups so that you can easily find the information that you need. For example, you might want to create general, purchasing information, and audit information groups for asset records so that you can group the related information into separate sections.
Rename group	Change the name of the group.
Remove group	The group and all of the fields are removed from the page.
Click + Add Fields.	Add the fields that users with the role that you selected need to view or edit to complete their tasks.
Add link Click + Add Link. Enter a label. Enter the URL.  Click Save. Edit link Open the screen builder. Click Edit link. Delete the link Open the screen builder. Click Edit link. Click Delete.	You can enter the URL of an external website such as https://www.oomnitza.com/. If you add a link to an external website for an asset record, the link is displayed on the Information page of all of the asset records. You can also use a variable to create a custom URL for each record. In this example, the serial number of the asset is used to create the URL: https://www.<domain>.com/exampleaction?{{serial_number}} If you click the link,
Action menu	Drag and drop the fields to reposition them.
Default	Depending on the user’s role you can specify whether a field is mandatory or read-only or whether to show fields that don’t contain values. You can also add rules that determine when a field is hidden or shown.

Related articles

Adding custom visibility rules

 Using relational fields to show or hide fields

Using Jinja2 in Oomnitza. See Using Jinja2 when customizing the Screen Builder.