Differences
This shows you the differences between two versions of the page.
Both sides previous revision Previous revision Next revision | Previous revision Next revisionBoth sides next revision | ||
cats:procedures:contract:contractflags [2020/02/03 21:55] – [Adding Flags to a Screen] amanda | cats:procedures:contract:contractflags [2022/02/18 15:52] – jen | ||
---|---|---|---|
Line 6: | Line 6: | ||
==== Modifying Flags ==== | ==== Modifying Flags ==== | ||
- | To review the list of flags in the system, from the CATS main menu select **File > Maintenance > Setup > Contract Setup**. Select the **Contract Settings** tab. Click on the button labeled **Edit Contract Flags...** | + | To review the list of flags in the system, from the CATS main menu select **File > Maintenance > Setup > Contract Setup**. Select the **Contract Settings** tab. |
- | [{{:cats:features:contract:settings_contractflags.png?nolink|Manage flags from the Contract Settings dialog.}}] | + | [{{:cats:procedures:contract:contractsettingflag.png?400|Manage flags from contract settings}}] |
- | You can use the Contract Flags dialog | + | Click on the button labeled **Edit |
+ | [{{: | ||
- | === Adding a Flag === | ||
- | Click on the **Add Flag** button to create a new flag. | ||
- | [{{: | + | You can use the Contract Flags dialog to add/remove/edit flags. |
* Flag: a unique 10 character code identifying the flag in the system. | * Flag: a unique 10 character code identifying the flag in the system. | ||
* Text: the long description of the flag | * Text: the long description of the flag | ||
* Restrict: use this field to restrict the use of the flag to a particular type (or types) of screens. | * Restrict: use this field to restrict the use of the flag to a particular type (or types) of screens. | ||
+ | === Adding a Flag === | ||
+ | Click on the **Add Flag** button to create a new flag. | ||
+ | |||
+ | [{{: | ||
+ | |||
=== FLO Fair Trade === | === FLO Fair Trade === | ||
Line 29: | Line 33: | ||
You can then add or remove flags as you need. | You can then add or remove flags as you need. | ||
- | Click on the Lookup button to search the list of flags. | ||
- | [{{: | ||
- | OR, you can fill in the box and click on the + button to have CATS fill in the corresponding flag. | + | Or, you can type the first few characters of the flag in the field and CATS will suggest a match. Fill in the box and click on the + button to have CATS fill in the corresponding flag. |
[{{: | [{{: | ||
- | |||
- | Type the first few characters of the flag in the field, CATS will suggest a match. Click on the **+** button to add the flag. | ||
Alternatively, | Alternatively, | ||
+ | [{{: | ||
- | === Removing a Flag === | + | Select the flag you want from the list and pick Continue to proceed. |
+ | [{{: | ||
+ | Click on the [x] or click out of the box to stop adding flags. | ||
+ | [{{: | ||
+ | |||
+ | The flags will now be displayed on the screen. | ||
+ | |||
+ | === Removing a Flag === | ||
You can remove a flag by selecting it from the list and clicking the button labeled **Remove**. | You can remove a flag by selecting it from the list and clicking the button labeled **Remove**. | ||