The NEHANET Field Layout Engine is one of the most advanced yet flexible and easy to use Layout engine available today. The Field Layout Engine provides unprecedented flexibility in adding fields to any module. We are introducing a new capability to define custom sections and a corresponding set of fields for managing business processes and information flows in NEHANET. These custom sections are in addition to Main, Part and CM section already predefined in NEHANET. These custom sections are top level, but gives the administrators the ability to model the system in such a way that the fields in the custom sections can be repeated multiple times per record. Also each record within the same module can have a different number of the same custom section. Custom Sections can be defined for all modules in NEHANET like Accounts, Contacts, Opportunity, Quotes, Samples, RMA, etc. Please keep the following concepts in mind:
- The first step in defining Custom Loops is to define the Section Name. Section Names are tied to a module and have to be unique across all modules. Please make sure the word “Section” should not be in the Section Name
- Once a section name is defined, you can create fields for that module. Fields can be any of the supported field types: Text, Text Area, Pick list, and Date.
- The next steps involves adding these fields in the Layout User and/or Email format of the record. As part of this, you will assign section name to fields, and assign the correct row and column order. Note the fields in the Custom section are only available in the Edit page. They are not available for adding to Views, Reports and Search widgets.
- As the last step in the process, please navigate to permissions page and enable permissions for these newly added fields for the various roles as needed.
- Properly defined and implemented fields can give your system a lot of flexibility and power. However, badly defined fields can have adverse and often unforeseen effects. We recommend, as a first step, to discuss and provide our Services team with your requirements and have them configure and test the initial set of fields for you. Once that is done, and you become more familiar with the power and flexibility of NEHANET, you can manage and create additional fields yourself through the Advanced Configuration interface.