Creating/Editing Items

The basic HRBC design settings are done on the customize "Screen".
From "Details View & Items", the display settings, layout change, create new item for details screen can be created.
List screen item display setting and layout change can be done from "List View".

When creating an item, please click the "New" button displayed on the right side of "Item" in "Details View & Items".
Items can not be created from "List screen".

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The screen for selecting the item type will be displayed, so select which item type to create.
Please note that you can not change the item type of the item once created
For each item type features, please refer to item types and features.

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However, the setting contents differ depending on the item type.

Setting Contents Item Type

Explanation

Name All

This is the item name displayed on the add new screen, details screen, etc.
We recommend that as much as possible, give unique names to these items.
For example, if you create an item such as "Industry type" in both the client hierarchy and the JOB hierarchy, it becomes difficult to distinguish when creating various templates, importing, exporting etc.

Annotation All

In the Add New, Edit screen, you can list the annotations with gray letters under the entry frame of the item.
You can not change the text color.
If you set the annotation as follows, you can insert a link.
{{URL "desired link name"}}} ※Please enter a space between the end of the URL and ["].

Max Characters

Single-line text type
Multi-line text type
Phone number type
URL type

You can set the maximum number of characters that can be entered.
The range that can be set depends on the item type.

Height

Multi-line text type
Image type

You can set the height of the input box for the case of multi-line text type, and the height of the image, in the case of image type, when displaying.
The units for image type height is pixels.

Max

Numeric type
Currency type

You can set the maximum value that can be entered.
For example, if you set "10", entering a value of 11 or more when entering data will result to an error.
It can be set within the range of -9,999,999,999,999 to 9,999,999,999,999.

Min

Numeric type
Currency type

You can set the minimum value that can be entered.
For example, if you set "5", entering a value of 4 or less when entering data will result to an error.
It can be set within the range of -9,999,999,999,999 to 9,999,999,999,999.

Number of decimal places

Numeric type
Currency type

You can select the number of decimal places that can be entered from "0" "1" "2".
Three decimal places or more can not be set.

Option Schema Option type

Choose the option master to apply to the item.
In HRBC, the option master is managed separately from the item, so the title of the choice master is displayed in the drop down menu.

Type Option type

Choose the format of the option when inputing data.
There are two formats for selecting multiple options: checkbox (multiple selection)" and "search box (multiple selection)".
There are three formats for single selection: "Radio Button", "Drop Down", "Search Box".

Default Value All

Please set it when you want to input values ​​and characters from the beginning when opening the Add New screen.
Reflection is only in the add new screen and not in the Edit screen.
You cannot change the settings for system type and reference type.

Mandatory field All

You can set whether or not to make an entry mandatory input field.
Please check this if you want an entry to be mandatory, uncheck it if you don’t wish to make it mandatory.
You cannot change the settings for system type and reference type.

Searchable All

You can set whether or not to display on the search screen.
If you want to display on the search screen, put a check and uncheck it if you do not want to display it on the search screen.
Even though single-line text type and multi-line text type are not displayed on the search screen, they are search targets for free word search.
Image type can not be searched.
You cannot change the settings for system type and reference type.

Copy All

If you want to copy registered data and register new data, you can set whether to copy the value of the corresponding item.
Please check if you wish to copy it, and if you do not want to copy it please uncheck it.
For example, we recommend that you uncheck the items related to personal information such as telephone numbers and e-mail addresses so as not to register incorrect information.
You cannot change settings of some system types and reference types.

Icon All

You can display green (web items) or grey (pdf items) mark on the Add New screen or Edit screen.
We recommend that you use green for the items necessary for Web collaboration, and a gray mark for the items necessary for form.
Unlike mandatory entries, it is possible to save the data itself even if this part is not entered.

Alias All

It is like an ID for the system to distinguish each item and can not set arbitrarily when creating the item, but cannot be duplicated.
An already created alias item can not be changed.

When the item edit screen opens, make settings as necessary.
For item types other than option, you can simply create items by just naming them.
When creating an option type item, you need to create an option master in advance or create an option master when creating the item.

If you are going to use the option master you created in earlier, please select the title of the option master to be used from the "option" drop down menu.
To create a new option master click on the "+" button on the right side of the drop down menu.

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If you click the "+" button, the screen for creating the option master will open.
First of all, give an easy to understand title to the master for internal management purposes and click "Save".

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A screen for creating the contents of the option opens, and the name given earlier is displayed on the title.
To create the first option, click the "Add new" button on the upper right side.

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Enter the name that reflects the contents of the options and save.

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Return to the option Edit screen and after confirming that the first option is displayed, click the "Add New" button to continue making the second choice.

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In the same way, enter the name that reflects the contents of the options and save.

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Return to the option Edit screen and confirm that the two options you created are displayed, create all necessary options, and click "Save".

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You will return to the item edit screen.
When you open the "Option Schema" drop down menu, the title of the option master you just created is displayed at the bottom, so select it.

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When you make the required settings such as format and initial value, click "Save".

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Since it is hidden at the time of creation, drag and drop to the place you want to place it and click "Save Layout".
When processing is completed, a message is displayed.

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If you wish to edit the created items, please use the pencil button on the right side of each item, if you want to delete, hide the item first and click the trash can button.
※ If you delete an item, you will not be able to check the information that was entered in that item, so please be careful.
※You can not recover deleted items or restore data registered in those items.

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On the system, items that cause problems when deleted can not be deleted or hidden.
Since there are items that can be hidden even if they can not be deleted, please hide such items from the screen.
In case of hidden items, if data is entered in corresponding item, the input data will be displayed when the item is displayed again.
In addition, when hiding an item, please make sure that the corresponding item is not used in pdf template, mail template, import / export setting etc.

If you want to exclude from the screen items that can not be deleted or hidden, if you create groups such as "unnecessary items" and place them under the corresponding group, when opening detailed screens etc. it is possible to fold the items in the corresponding group.

In addition, if you want to change the contents of the option of the created item or add contents please refer to Customization: Options.

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