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

Move a Field to a New Location

You can move a field to a new location to help make it easier for users to find the field on the page.

To move a 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. Drag-and-drop the field to a new location in the current section.

   Note: You cannot move a field from one section of the page to another. For example, you cannot move a field from the Additional Information section to the Basic Information section.

5. Click Save Configuration.

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