Create a New Screen

Overview

This procedure explains how to create a Screen which is a form you can add to collect information from a Portal Page.

Before You Begin

• Create Profiles that you intend to apply to the new Screenbefore you begin this procedure.
• Log into PRM Admin with profileTask Level 1 rights and screenTask Level 3 rights.

How to Create a Screen

1. Navigate to Business Rules > Screens.
2. Click New. This will refresh the screen and the Screen definition fields will be shown on the right side.
3. Enter the Screen Definition Parameter values to create your New Screen. There are additional parameters, but those should only be modified on the advice of your Zift Solutions team.

   Label		Type		Description
   Screen Full Name		Text		This is a user-friendly name for the Screen.
   Screen Unique Text ID		Text		This is the unique text ID for the screen which cannot be changed and is used to reference the Screen wherever required.
   Sort Order		Drop-down List		This is position of the Screen in any lists.
   Active		Check-box		Toggles whether or not the Screen is active and accessible within the Portal or application.
   Show in Drop Downs		Check-box		Toggles whether or not to include the Screen in Dropdown lists of Screens.
   Entity Type		Drop-down List		The Entity Type this Screen references.
   Organization Type(s)		Multi-select List		Organization kinds for which this Screen is applicable.
   Country Scope		Multi-select List		Countries for which this Screen is relevant.
   Security for this Screen		Multi-select List		The securityTask that a user requires to use the Screen. The user needs only one of the selected list.
   Read Only		Radio Button		Select whether the Screen should allow users to only view it or if editing should be permitted.

4. Add the desired items to your Screen. You can configure the items with the Item Configuration Options.
5. Click Save.

You can now add the screen to a Portal page by applying the RELAY_SHOWSCREEN Relaytag.

Related Topics

• About the Business Rules Engine
• Profiles