This time-saving feature enables standard users to customize the layout of metadata fields on the Box Details screen during data entry sessions. Users can enable and disable fields that their system administrator has enabled (required fields cannot be modified). They can optimize data entry by displaying only the fields they use, arranging them in the order in which they enter data, and locking data to eliminate duplicate entry. The custom layout can be updated at any time during box entry.
 |
NOTE: Box template settings controlled by your system administrator override custom page layouts. |
-
From within the Box Details screen, click >Customize Layout (located in the upper right corner of your screen). The Customize Box Entry Layout screen opens. The settings that display when you open this screen are the default settings, which are controlled by your system administrator.
-
Use the top section of the screen to customize the placement of the fields on the Box Entry screen. Drag and drop the fields across the columns.
- Columns are limited to a maximum of five fields
- Long Description occupies two fields.
- Use the lower section of the screen to enable, disable and require fields on the Box Details tab screen:
· Enable: Click the Enabled checkbox; users have the option of entering information in enabled fields when creating a box
· Require: Click the Required checkbox; users must complete required fields when creating a box
· Disable: Leave both the Enabled and Required checkboxes blank to disable the field so that it is not displayed on the Box Details screen
|
NOTE: Either Destruction Indicator or Destruction Eligibility Date can be required; both fields cannot be required. |
|
NOTE: When disabling a field, consider whether or not the field is used to calculate retention. For example, do not disable Create Date if you have a record code that calculates 7 Years After Create Date. |
-
Assign default values that are retained in the fields on the Box Details screen. For example, enter LEGAL as the default value for the Reference 1 field. Each time you create a box, LEGAL defaults in the Reference 1 field. You are able to override the default value from within the Box Details screen.
-
Click Save Layout. You are returned to the Box Details tab screen and the custom layout is immediately applied.
Restoring Default Settings
Click Restore Defaults to remove the custom settings and values that you entered and restore the default settings that come from your company’s box template. Next, click Save Layout to preserve the default settings.
|
NOTE: Customize Layout functionality is available during box creation; it is not functional when viewing or editing a box. |
See Also