The application administrator can add, edit, delete, and archive most list values in the application and can edit labels of fields as well. The administrator can also create and update help text, which are displayed in the application when the user mouses over a screentip icon.
List values, labels, and screen tips are usually not changed frequently in the application, as the changes impact users immediately and can have some impact on related dashboard reports. In most cases, rather than having the administrator manually enter one-off changes, it is highly recommended that users participate in a workshop or other configuration exercise with an Inova technical expert, to ensure that dependencies such as dashboards are not impacted adversely by configuration decisions.
The Inova expert will incorporate the changes into the application's form configuration file, which is used to build all the forms, fields, and data entry rules in the system. This also helps ensure that any label changes that may have been made by the administrator are not lost when the configuration file is updated and reloaded back into the application.
Contact your Inova representative for details.
Manage list values
the administrator can view, add, edit and delete list values. These values populate the dropdown lists and checkbox group lists found throughout the application.
To access this view, navigate toManage List Values. The list of the different objects using list values will be shown, grouped by module or object type.
Select the object you want, then select the field in that object.
Now, you can perform then 5 different actions:
- Click on New to add a new value.
- Click on the label/name of a list value to refresh the screen and edit it.
- Use the arrow Up and Down to change the order of the list values.
- Click on the delete button X to delete the default folder.
- Archive the value: Once a list value is used in an object, it cannot be deleted. But the administrator can prevent users from selecting a list value in future by Archiving the value. Archived list values can still be included in searching and filtering lists, but they cannot be selected as an option when creating or editing the container object.
Remember, all changes to list values are effective immediately. In most cases, list values are not changed frequently unless data cleanup is required. There must be a strong business reason to rename or archive a list value, as these changes impact the users themselves and can have an effect on the content of dashboard reports.
Note: In some cases, the form configuration file of the application creates some list values that cannot be changed or removed, as they are defined as part of a data entry rule configured in a form. These list values appear in black font, as shown below:
If these list values need to be updated or archived, contact Inova support.
All field and object labels in Inova can be edited via the Manage Labels tool in the Administration module. Labels can also be managed as part of form configuration.
Within an object's overview screen, a field label appears to the left of the field content. Labels also appear in places such as the top of overview screens, in the toolbars of tabs, and in the left-hand menu of the user interface.
Short and long labels are used in different locations in the system. Short labels are mainly used in lists as column names, while long labels are mainly used for fields in Add forms, Edit forms, and Overview screens.
To manage labels, navigate toManage Labels.
The first level of the label configuration is the object level. The list that's displayed, as shown in the screenshot below, contains the labels associated with the object type or class, e.g. Acquisition, InLicensing Project, etc.
To change these labels, click Edit.
Be sure to change the values in all four columns for consistency, and click Save when done.
Label changes are global; e.g. if you change the label "Company" to "Organization" following the steps below, then every instance where "Company" appears in the application--forms, menu links, column heads, and all other places the label appears--the application would display "Organization" instead. If your system setup includes the Thomson integration, it is recommended that you change the import field label names with care. If the field label names do not match the data being imported, it could cause confusion among your users.
The second level of label configuration appears when you click on the name or class of a object. The application will drill down and list the labels for each field belonging to the object.
Most objects have a lot of fields and therefore a lot of labels you can change, so you may need to filter the list by the Label column to find the field you're looking for, as shown below.
Once you've located the label you need to change, click Edit to edit the labels. Remember to update Label and Lister Label for consistency.
Click Save to apply your changes.
It's in this second level that you can also add or edit screen tips in the application.
While the screen is still in Edit mode, add the screentip in the Help field.
Note there is a limit of 1333 characters per screentip.
Click Save when done. The screentip will appear as a popup when you mouse over the i icons, as shown below: