Configuring the User Interface › How to Configure the User Interface › Reference Field Configuration › Move a Reference Field

Move a Reference Field

You can move a reference field to a new location to help make it easier for users to find the reference field. For example, you configure the model reference field and add the Asset Family, Class, and Company Name fields to the reference field criteria and results to make it easier for users to find the model when defining an asset. You move the Company Name field to the top of the model reference field so users can find models in a particular company.

Note: When your assigned role has permissions to configure the object, you can complete this task.

To move a reference field to a new location

1. Click the tab and optional subtab for the object that you want to configure.
2. On the left, click CONFIGURE: ON.

   The configuration of the page is enabled.

3. In the Configuration Information area of the page, complete the following steps:
   1. Specify the information for the new global or local configuration, or select an existing configuration that you want to change.
   2. (Optional) In the Object drop-down list, select the part of the object that you want to configure. Any permission changes you make (for example, deny permissions to move a field) apply only to that part of the object.

      For example, when configuring a legal document, you select Legaldoc Status History in the Object drop-down list. You deny permissions to move fields for that part of the object (the status history). The permission changes apply only to the status history part of the object, and not to the other parts of the object.

   Important! Global configuration changes affect all users, regardless of their role. Local configuration changes only affect users in the roles assigned to the selected configuration.

4. Click Save Configuration.
5. Next to the field, click the Lookup Field icon.

   A list of fields in the reference field criteria and results appears.

6. Drag-and-drop the reference field to a new location in the reference field criteria and results.
7. Click Save.
8. Click Save Configuration.

   When you assign a configuration to a role, users in the role see the fields in the new location.