Adding a Data Column to a Form
Use the following steps to add a data column to a form:
- In Millennium Explorer, select Tools>Display Design.
- Select the area that you want to modify: Profiles, Events, Lookups, or Searches.
- In the Custom Display Designer, use the Edit menu (
) in the title bar to select a form to modify. The forms available on the menu depend on the area selected in the previous step.
- Select the form view you want to edit (Default Display or Customized Display).
- Use the Display Type menu next to the Available Fields list to select the layout you want to edit. Only the available layouts for the form are shown in the list, and the currently selected layout is disabled. The display definition that is shown in the display area changes to the layout you select.
- Choose the field you want to add in the Available Fields list and drag it to the form.
- You can drag the field to an existing row that has space available or to the blank row at the bottom of the form.
- After you add the field to the form, you can use the row properties to move it up or down in the form.
- Use the field properties to specify the way the new field is displayed:
- Click the field selector (
) to select a field and display the field properties in the Properties list.
- To
display a label for the field, verify that the Label
property is set to Show.
Note: Data field labels always display on a Maintenance form.
- To change the label text, edit the Label text box.
- Set the Required property to True if the field is required.
- Set the Bold property to True to display the value of the field in boldface font.
Use the Justify property to set the alignment of the field.
The following fields cannot be displayed as right justified:
- Event organizer preferred address and phone number
- Benefits and Subscriptions given to another constituent
- Free text
- Comments
- Honor type on Honoree
- Use the Value property to indicate whether the value of a lookup-table-driven field will be displayed as a Value or as a lookup table Code.
- Set the WideRow property to True to display the field across the entire width of the form.
- For a comment or custom-text field, set the Row property to Multiple to display the field as a multi-line text box.
- Click the field selector (
- Use the row properties to set the display order of the rows on the form:
- Click the row selector (
) to select a row and display the row properties in the Properties list.
- Use the Move Up property to move the selected row one position up on the form.
- Use the Move Down property to move the selected row one position down on the form.
- Use the Remove property to remove the selected row from the form.
- Click the row selector (
- Click the Save item on the Navigation Tool bar to save your customizations.
Note: If the form has not been customized, the Customized Display option is disabled. Any changes you make are saved as the customized display.