Add a String Property to the Screen Configuration

After you create a property, you can assign it to a specific user type and determine where the property type displays on the page.

You can define these visibility settings for the property type:

• Read only, read/write, or mandatory options.

• Conditions under which the property type displays.

  Note: Not all conditions are available for every page context.

Let’s assign the CSR Notes string property to the Administrator User Type, and add it to the Activity Details page. Also, let us set the property type to Read-Only when the activity status is Completed and change the property type to Read Write when the activity status is Pending. To add a string property:

1. Click Configuration, User Types in the Users and Security section.
   The existing users display in the left pane.
2. Select Administrator from the left pane.
3. Select the Screen Configuration tab.
4. Expand Manage and click Add activity/Activity details.
5. Select a property from the Layout Structure pane and click Add property.
6. Select the property, CSR Notes and click OK.
   The CSR Notes property displays in the Layout Structure pane.
7. Click Add New Visibility and select Read-Only.
8. Click Add New Condition.
9. Select Activity Status and in (equal) from the drop-down lists.
10. Click the Plus icon, select Completed, and clickSave.
11. Click Add New Visibility and selectRead-Write.
12. Click Add New Condition.
13. Select Activity Status and in (equal) from the drop-down lists.
14. Click the Plus icon, select Pending, and click Save.

Results:

You can view both the conditions in the Conditions column.