Using the Custom Screen Services Window

This option enables you to:

This is accomplished via a button on the List Custom Screens window, as follows:

To set up a Custom Screen to use on Services

  1. Select Configure > Custom Screens:

    Configure > Custom Screens menu

  2. Select the service item for which you wish to set up a custom screen and click the Set Services button at the bottom of the screen:

    'List Custom Screens' window

    The Custom Screen Services window displays for that service:

    Custom Screen Services window

     

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    The new window’s title will be appended with the name of the custom screen. In the example above, the custom screen is RAD.

     

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    The list of available services displays in the left pane.

     

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    The custom screen(s) used by the services are shown in the Custom Screen column.

     

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    The right hand panel shows a list of services that use the custom screen currently being edited (in this example, only RADS).

     

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    Use the >> << controls to move highlighted services either right (add them to list of services using the custom screen) or left (remove them from the list).

    Use CTRL-click to highlight more than one item for moving.

     

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    The D, P, C boxes indicate whether the custom screen has popup Disabled, popup on Planning, or popup on Completion.

    The default setting for new services brought across to the right hand list is Disabled (this enables you to set up services and custom screens without them being inadvertently being used while you are setting them up.)

    The popup settings are mutually exclusive - a service can have only one setting at a time.

    Change Statuses by clicking in another checkbox.

    When the window initially loads these boxes take their setting from the service.

  3. Once you've configured the custom screen services, select OK to save or Cancel to discard.

See also...

Attaching Custom Screens to Services

Attaching a single Custom Screen to a service

Charting with Custom Screens

Custom Screen Field Placement Guides

Tips when Creating Custom Screens

To Create an Appointment Book

Next >>

Custom Screen Field Placement Guides