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The HR Category Field utilizes a drop down list of six fields field values which represent the different types of HR Document classifications breaks down the employee file into sections you would commonly classify these documents under. When you select choose a value in the HR Category field, it automatically changes the list of values presented in the HR Document Type Field to correspond with your selection. This is what is referred to as a Dynamic Pick List.

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  1. Add a new value to the HR Category
  2. Create an a new HR Document Type List of the different documents which would be filed under this category
  3. Link the new HR Document Type category to the the HR Category field
  4. Modify the tab presentation in Search Results 

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  1. To locate your fields or make any system level changes,  you will first need to be logged in as a System Administrator
  2. As a System Administrator you will see a Lock icon on the top left of the main toolbar Click the lock icon and select Administration from the list of options
  3. On the left side of the page you will see the different areas that can be modified. Select the Field Catalog area
  4. Across the top of the screen you will see three options; Fields, Table Fields and Lists. Select the Fields option on the right side.
  5. From the list of available fields to manage the locate the HR Document Type.
  6. Click the ellipsis on the right side of the the selected list and click Edit.
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  7. With the Field Edit Screen open, select List Options in the lower right hand corner.
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  8. Click the List Option for Dynamic Pick List
  9. To link this field to a Pick List in another field you must select it from the area on the right side of the screen. 
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  10. When finished, click OK in the lower right corner to save your changes

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