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Application Settings (Advanced)

 Created Date: Monday, November 19, 2018 |  User Level: Power User |  Views: 85

Description

When it comes to adding new columns and information into the system you may need to go into the Application Settings (Advanced) module to add fields. This is where over 5,000 items are stored. In the steps below we will cover how to add/edit items for use within the system.

Requirements

  • You will need to have access to the Application Settings (Advanced) module

Notes

  • The following fields are required for an application setting.
    • Category
    • Field Name
    • Field Value

Sample Screenshot

Application Settings Advanced

Adding/Editing Application Settings (Advanced)

  1. Click on Application Settings (Advanced)
  2. Click on Add New to add a new application setting or click on the Edit icon (pencil) to edit an existing application setting.
  3. Application Setting Information
    1. General Settings
      1. Category - This is the grouping (category) the item is assigned to
        1. Note 1: Spaces may be put in here but when it is saved all of the spaces are removed.
        2. Note 2: The information should be entered in "Camel" casing. Camel casing is where the first letter is UPPERCASE and the rest is lower case. An example of this would be Great New Setting. This would save as GreatNewSetting and displayed in the system as "Great New Setting" where there is a space before each character.
      2. FieldName - This is the unique name for the given field. The field name is also the value that is visually displayed to the user.
      3. Language - Every setting in the system can be set to alternate languages. By default, only English is available but that can be changed for multiple languages.
      4. Display Order - When working with information and especially information that has the same Category and Field Name the Display Order comes into play where you can set the values to show above/below other items.
        1. The default display order is 100 which can be changed.
        2. We always recommend separting items by 10 (e.g. 100, 110, 120, 130, etc.).
        3. If an item has the same value (e.g. 100) then when displayed the second sorting value is the field name.
      5. Field Value - This is the unique value that isn't seen but used by the system. In many cases this is an email address an item might be sent to, a default value, etc.
      6. Active - If you don't want an application setting to be used then you can uncheck this box. If an item is not active it will not be able to be used by the system and is only displayed within Appliation Settings.
      7. Is Protected - If this box is checked the item is stored in an encrypted format when at rest in the database. This is often checked for anything that might be sensitive information.
      8. Has HTML - When checked the system will display an HTML Editor rather than the standard text editor for the Field Value.
  4. Additional Settings
    1. Description 1 - 5 - The description 1 - 5 are used primarily as description fields that parts of the program can call and pull. In many ways these are used as ways of providing additional content for the program and/or display to users of the system.

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