Configure a Screen
Edit general information about a Screen.
Configure General Settings
Permissions Required
Your user account or group membership must have the following permissions to configure a Screen unless your user account has the Make this user a Super Admin setting selected:
Screens: Edit Screens
Screens: View Screens
See the Screens permissions or ask your Administrator for assistance.
Edit Your Screen
Click the ellipses icon, and then select the Edit Screen option or click the Screen name. See Screens Builder for topics.
Follow these steps to configure a Screen:
View your Screens. The Screens page displays.
Click the ellipses
icon, and then select the Configure option for your Screen. The Edit Configuration page displays.
Edit the following information about the Screen as necessary:
In the Name setting, edit the unique name of the Screen. This is a required field.
In the Description setting, edit the description of the Screen. This is a required setting.
Click Save.
Configure Version History
Package and Permissions Required
The Versioning package must be installed to view or edit the version history for a Screen.
Furthermore, your user account or group membership must have the following permissions unless your user account has the Make this user a Super Admin setting selected:
Screens: Edit Screens
Screens: View Screens
Version History: Edit Version History
Version History: View Version History
See the Screens and Version History permissions or ask your Administrator for assistance.
A version is a set of changes made to a Screen at a particular time by a Process designer. Versioning maintains a record of all named and unnamed changes to that Screen. Any of these versions may be viewed or retrieved, if needed. The Version History page displays all saved versions of the Screen in a tabular format from where they can be edited and/or marked as the Current Version
according to your business needs. The current version of a Screen is used in all new Requests of a Process using that Screen. Version changes are not reflected in Requests which were in-progress or already completed when the version changed. See the Versioning package for more information.
Follow these steps to view or edit the version history of your Screen:
View your Screens. The Screens page displays.
Click on the Version History tab. The Version History page displays.
The Version History page organizes versions in a monthly format and displays the following information:
Date: The date and time of when a Process designer saved this version in the Screen Builder.
Current Version: The most recent version of the Screen is displayed at the top and is marked as the
Current Version
. This version is used in all in-progress and new Requests.Name: The name of this version as entered by a Process designer when saving the Screen in Screen Builder.
Description: A description of the changes in this version as entered by a Process designer when saving the Screen in Screen Builder.
Saved by: The name of the Process designer who saved this version.
Toggle the Only show named versions toggle key to show only the versions with a name assigned to them.
Optionally, edit any of the following existing details about this named version:
In the Version Name setting, edit the name to this named version. If saving this named version with no name, this version does not display in the Version History page if the Only show named versions toggle key is enabled.
In the Additional Details (optional) setting, edit the details about this version. For example, describe the changes in this version for auditing, historical, or maintenance purposes.
Click Confirm and Save to save your changes. Otherwise, click Cancel.
Click Confirm and Save to set this version as the current version. Otherwise, click Cancel.
Related Topics
What is a Screen?Manage Screen CategoriesView ScreensCreate a New ScreenImport a ScreenSearch for a ScreenEdit a ScreenCopy a ScreenExport a ScreenDelete a ScreenScreen BuilderLast updated