Edit a Component

The Definition tab is where you can edit the component's properties.

To edit the properties of a component

  1. Open Component Management
  2. Type data into the fields on the Definition tab. See table below for details of each field
  3. Click Save

Field Property

Input Details

Name

Component Name

Description

Description of the Component.

Internal ID

System generated identifier.

Default Component Lookup View

To select records from a Component and link them to records of other Components (e.g. Persons as "Action assigned by"), you need to define which Component Lookup (List View or Tree View) to use.

Select or create a view to be used as the Default Component lookup.

 

NOTE:

The Default Component Lookup View must not contain fields from a related component since these will be displayed as "####" only.

For example on the Person Component:
- OK: Supervisor
- NOT OK: Supervisor.First Name

Allow Add New from Component Lookup

 

See Also

Component Management

The Designer Tool

Getting Started

Components: Overview

View a Component Configuration

Component Data Fields

Lookups

Matrices

Database Management