Location: Site Configuration > {Module} > Field Usage
This configuration section deals with filtering fields defined under Field Definition. Such filtering may be required in the following cases:
when configuring field templates (created under Field Templates);
when you want to prevent certain fields from being displayed in those parts of the system where they would appear irrelevant or inappropriate for the user to view or edit.
Accordingly, the Field Usage section is comprised of the following two subsections:
Template — this is where you configure field templates by specifying which fields should be included in which templates.
Display — this is where you specify which fields should and which should not be displayed in certain parts of the system.
You can customize each of the above configurations per access right, so that the user with a particular access right will only see the fields configured specifically for that right. The Standard access type refers to all access rights defined for the site.
Fig.14.: Field usage configuration page
By default, every new template you create under Field Templates contains all of the fields defined in the module. To configure the template field content, follow these steps:
On the toolbar, click Edit Field Usage.
In the dialog box that opens, click the Templates tab.
In the Access Rights box, select the access right you want to configure the template for.
Limiting the display of fields ensures that only relevant fields are visible to the user in specific contexts and also helps to prevent export of data.
To configure the display of fields, follow these steps:
On the toolbar, click Edit Field Usage.
In the dialog box that opens, click the Display tab.
In the Access Rights box, select the access right you want to configure the field display for.
Use the checkboxes under the labels designating certain areas in the system to specify which fields should be displayed in this or that area. To make a field available, select the checkbox opposite the field name; to make a field unavailable, clear the checkbox (in certain cases this will only mean the unavailability of the field content — the field name will remain visible to the user).
The table below lists places in the system where fields from items are displayed and which can be configured to display fewer fields (Area affected). In some instances the user will still be able to see field names, but their content will be unavailable (e.g., the user may see the names of fields in an email, but not the actual field data).
Field display areas
View | The main Info view of the entry information window. |
View in Edit | The Edit window: this affects the visibility of fields. |
View in Custom Edit | This option affects:
|
Edit | The Edit window: this option affects the editability of fields. |
Custom Edit | The Edit window opened from the Briefing System module where you edit items of other modules involved in the system (e.g., when specifying Product Information or Price Information). This option refers to the visibility of fields in the window. |
Search | The Search Menu of a module and fields to be displayed in the List widget on Dashboard Portal Page. In order to apply filtering in widgets, the “Search” field usage setting should be enabled for field definition that is used as filter. Otherwise, for users that does not have the field enabled in “Search”, this filtering criteria will be ignored when loading the search result. |
Search Result | Applied on the module Search Result view and widgets. Fields to Show in widget configuration also respects this field usage. |
Search (Micro) | (Classic UI) Controls the list of fields for search displayed in Micro-search window in the following places: - AdBuilder: Text (Get text from) element lookup, picture module lookup - Page element look-up in briefing system Note! |
Search Result (Micro) | (Classic UI) Controls the list of fields displayed in Micro-search window in the following places: - AdBuilder: Text (Get text from) element lookup, picture module lookup - Page element look-up in briefing system Note! |
Portal Page | The Portal Page (relevant when module entries are configured to be displayed on the Start Page). |
Agency | Relevant only to the Briefing system: refers to the Agency Display tab of the information window for a page. |
Export | Selection of fields available for export (only relevant if export has been enabled). |
Excel Export | Same as Export except that this one is relevant only to the Briefing System. |
XML content | Selection of fields available for export when exporting data in XML format from the Briefing system. |
Preview | Visibility of the fields on Page/Briefing Preview in Briefing System (incl. List view, Layout display, Agency display). |
Folders | Relevant with the Show Folders option enabled under Appearance: some fields that create folders can be removed from the folder tree to simplify the structure. |
Email Subject | Fields that can be mentioned in the subject of the emails that the system can send out. The field name will still be included in the text, but the value will be excluded. |
Email Content | Fields that can be mentioned in the content of the emails that the system can send out. The field name will still be included in the text, but the value will be excluded. |
Saving of default field values based on field access settings
Limitation
When the Export, Email Subject and Email Content options are disabled in Field Usage of the User Management Module - they anyway will be displayed in the exported file.
Field usage settings for specific access right is ignored for site/system administrator users.