Fields Page Settings

The Fields page is available in the following areas:

Workflows
You can view all fields in a workflow and manage selections for User, Multi-User, and Multi-Group fields. This includes adding, deleting, and enabling or disabling selections. You can also set default values for these field types if overrides have been enabled for the field in SBM Composer.
Projects
You can override certain field properties for projects. For example, you may want a field to be required for one project but not in other projects. Changes made to fields in projects impact all states and transitions in the project and sub-projects unless you override field settings at a lower level.
Transitions
Transition fields offer great flexibility as users move items through the process. Changes made to transition fields impact that transition only, but are inherited by transitions in sub-projects unless you further override the transition field at a lower project level.
States
You can reorder fields for individual states. This reordering is inherited for states in sub-projects unless you further override the state fields at a lower project level.

Finding and Sorting Fields in the List

Fields are sorted by section by default. To navigate the fields list:

Click the column headers to sort fields by name, type, section and attributes, such as Required and Read Only.
Search for fields by display name.
Filter the grid to show fields in a particular privilege section.
Use Show next to set the number of items to display on the page. You can use one of the provided amounts or specify your own number under 1,000 items. Once set, this value applies to all views in Application Administrator. Use the navigation arrows to move through multiple pages.
Note: The Items Per Page value applies only to your current machine and browser. It will be reset if you clear your browser cache.

Sorting fields in the list does not impact field order on quick forms. To reorder fields on custom forms, click the Reorder Fields button when you are adding or editing a project.

Toolbar Options

Save
Click to save changes made to fields in the grid when you are adding or editing a project.
Note: You are also prompted to save changes when you navigate to a different page or limit the list by searching for a field or changing the field section order that is displayed.
Discard
Click to discard changes made on the page.
Details
For default fields and transition fields, select a field in the list, and then click this button to view the field's properties or modify editable attributes.
Note: If you are viewing the Fields list from a workflow, the Details button is only enabled when a User, Multi-User, and Multi-Group field is selected.
Reorder Fields
For fields in projects, click this button to override inherited field order. For details, refer to Reordering Fields.
Refresh
Click to refresh the page to its last saved state or to update the page after a deployment or promotion.
Show Workflow
Click to open a graphical view of a workflow. When you are adding or editing a project, click this button to view the workflow assigned to the project.

Field List Options

The following options enable you to work with fields in the list:

Privilege Section
Filter the list of fields in the grid by selecting a privilege section from the list.
Show All Overrides
Select this option to display the Show All Overrides column, which enables you to view the source of overrides that are explicitly applied to each field throughout the system. You can use the Show All Overrides column to view the SBM component (SBM Composer or SBM Application Administrator) and the source element (workflow, workflow | transition, project, or project | transition) where the override is set.
Search by Field Name
Type a field's display name in the box, and then click the Search icon. The grid is filtered to show fields meeting your search criteria. Searches are case-insensitive.

The field list contains the following options for default fields and transition fields:

Field Name
Each field's display name is shown.
Type
Shows the field's type, such as Text, User, or Date/Time.
Allow Override
For projects, select this check box to override field properties inherited from the parent project or workflow.
Section
Indicates the section in which each field resides.
Required
Indicates that users are required to provide a value for this field. If a value was previously set for the field, the field label appears in green, italic text on forms.
Read Only
Indicates that users can view but not edit the field.
Allow Mass Update
Indicates that the field is available when users mass update items in a project. Mass updates allow users to simultaneously transition, update, or delete multiple primary items and to simultaneously update or delete multiple auxiliary items.
Default Value
Displays the default value for each field. Default values can be set or overridden for most field types in projects. For workflows, you can set default values for User, Multi-User, and Multi-Group fields if overrides were enabled for them in SBM Composer.

To modify a field's default value, select the field's row, and then click Details.