...
Table of Contents | Pages |
---|
| Child pages (Children Display) |
---|
|
Tip |
---|
An updated version of this article is available here. |
Purpose
The MetaField Administration system enables you to tailor MetaField to your business situation. In the various tabs available, administrators define standard data and settings that control how the application operates and makes entering tests, activities and samples quicker and easier for users.
Types of Administrators
There are two types of MetaField Administrators:
Role | Description |
---|
Administrator | - Access to all administrative (and MetaField) functions
|
Business Administrator | - Access to all administrative functions, with the exception of assigning users to Roles and viewing the Subscriptions tab
|
Administration Home Screen
From the Administration Home screen you will see several icons for each of the major areas. Under each icon is a list of subsections.
Selecting a subsection will bring you to that area of Administration.
If an area has more than three subsections, you will see an option to expose more subsections.
Image Added
A side menu will allow you to navigate throughout Administration without returning to the home screen.
To expose this menu, choose the icon in the upper left. To hide the menu, select the icon again.
Image AddedImage Added
Info |
---|
title | Exposing Subsections |
---|
|
To view the subsections in the side menu, click the down arrow icon. Image Added |
Using
...
Data Grids
MetaField contains many fields which are populated by selecting a value from a dropdown lista drop-down list. In almost every case, the values in the lists are defined in Administration. Areas dedicated to defining the values of dropdown lists of drop-down lists are presented in a list data grid view. The function of these views is generally the same, regardless of the value being defined.
The basic functions performed on list views are:
Basic list properties are defined below.
List Properties | How to Use |
---|
Adding |
to the List
The process for adding new values to lists is roughly the same for all tabs in Administration. “Add…” - Add button in the top right corner
|
of the tab- .
- In the popup that appears, fill in all required information.
- Select Save.
|
Sorting Lists |
MetaField are - MetaField are sorted alphanumerically by the column values farthest to the left.
|
Image Removed= Edit. -
- The lists can also be manually sorted by values in another column by clicking on the corresponding column’s heading.
|
Editing & Deleting Controls |
List values are maintained using the following controls:
Various icons are presented with allow you to perform different functions in your list: Icon | Control | Description |
---|
Image Added | Edit | - Opens the record to make changes.
|
|
Image Removed= Activate. Image Added | Activate | - Used to change Inactive or Deleted records to Active.
|
|
- The Activated value will then appear on its corresponding list.
|
|
Image Removed= Deactivate. Image Added | Deactivate | - The value will no longer be shown on
|
|
its - its corresponding list in MetaField
|
|
ä (will re-appear if filter is changed to show Inactive values)Image Removed= Delete. - .
- To see Inactive values in Administration change the filter option.
| Image Added | Delete | - The value will no longer be shown on its
|
|
corresponding list in MetaFieldä.Image Removed= History. - corresponding list in MetaField.
- These values are not permanently deleted. You can reactive a deleted value by selecting the Activate control.
- To see Inactive values in Administration change the filter option.
| Image Added | History | - Displays Creation and Last Modified Date and Time.
|
|
Note that users can never permanently delete list values; they will simply remain hidden from lists. This is so that changes made to lists only affect future transactions and values used on past transactions are unaffected. Deleted values can be seen by adjusting the status filter dropdown for the list and can be reactivated using the Activate control
Tip |
---|
title | Deactivate vs. Delete |
---|
| Suggested use for deactivating values are items that were previously used by the system, but are no longer in use by your business. Suggested use for deleting values, items that were never intended for use by the system. |
|
Searching & Filtering | Almost every list within |
MetaFieldTM Administration MetaField Administration contains a Search/Filter feature. This function is most useful when lists contain many pages of values. To search for a value: - Type in all or part of the value you are searching for.
|
(Spelling - Spelling must be accurate, but it is not case sensitive.
|
) Status dropdown (Statuses are controlled using the buttons shown on the next page)