Setting Section Preferences

The Sections tab contains preferences for displaying field sections, notes, change history, and state change history. You must have privileges to view and set section preferences.

Note: For custom forms (labeled as ), the Notes, Change History, and State Change History sections appear only if your administrator has included them on the forms. Options that you set for these sections apply to both quick forms and custom forms.

• Notes
  The following preferences control how notes and e-mail messages attached to items are displayed in the Notes section:

  • Sort new first

    Sort notes and e-mail messages by displaying the most recent date first.

  • All

    View all notes and e-mail messages attached to an item.

  • None

    Prevent notes and e-mail messages attached to an item from being displayed.

  • Last

    View a specific number of notes attached to an item. For example, if you enter the number 5, the five most recent notes are displayed.

• Change History
  The following preferences control how the history of changes to items, particularly changes made to each field and to an item's attachments, subtasks, and principal tasks, appear in the Change History section. The Change History preference may also detemine if the Time Capture view is available to you on state forms.

  • Sort new first

    Sort entries in the Change History section by the most recent changes first.

  • All

    View all change history entries for an item in the Change History section.

  • None

    Turn off the display of the Change History section.

  • Last

    View a specific number of change history entries. For example, if you enter the number 5, the five most recent change history entries are displayed.

  Note: You must have privileges to view change history for specific projects and auxiliary tables. If you do not have change history privileges, changes to these options have no effect.
• State Change History

  This preference determines whether the State Change History section appears in the the Item Details pane. If this option is set to View On, a second State Change History option appears on the form, enabling you to specify where the section appears on quick forms.

• Hidden Fields (Detail Reports only)

  Select this check box to display the fields in the Hidden Fields section in the Details report form.

The following options apply only to the quick forms that are provided with SBM. They are ignored for custom forms, which are marked with a icon.

• Field Sections
  Select the field sections to be displayed when you view, submit, update, and transition items. Privileges determine which field sections that you can view on quick forms. The Standard Fields section always appears.

  Note: This preference also controls which field sections appear in a Details report.

  By default, the following field sections are available:

  • User Fields

  • Advanced Fields

  • Manager Fields

  • System Fields

  Note: Depending on administrative settings, field section names could be different than those described.
• State Change History
  The following preferences determine where state change history for a primary item appears in the Item Details pane on quick forms:

  • Top View

    Display state change history information at the top of the Item Details pane.

  • Bottom View

    Display state change history information at the bottom of the Item Details pane.

  Note: You must have privileges to view the State Change History section for specific projects. If you do not have state change history privileges, changes to these options have no effect.