KB: Web Interface Free Text Fields: Difference between revisions

From RangerMSP Wiki - PSA software for MSPs and IT services providers
Jump to navigation Jump to search
No edit summary
 
(2 intermediate revisions by 2 users not shown)
Line 1: Line 1:
==Introduction==
==Introduction==
The Commit Web Interface offers great features for portability, and mass use of the system to both your customers and your employees. When editing the records data using Commit Web Interface, many times field values are selected from a fixed dropdown list of values (the list can be customized when using the CommitCRM client application). However, in some cases the use of a "Free Text" input field instead of a selection field is required as it helps users express themselves more freely in the data that they record into the system via the Commit Web Interface.
The RangerMSP Web Interface offers great features for portability, and mass use of the system to both your customers and your employees. When editing the records data using RangerMSP Web Interface, many times field values are selected from a fixed dropdown list of values (the list can be customized when using the RangerMSP client application). However, in some cases the use of a "Free Text" input field instead of a selection field is required as it helps users express themselves more freely in the data that they record into the system via the RangerMSP Web Interface.


__TOC__
__TOC__
Line 7: Line 7:


==Converting Your Fields==
==Converting Your Fields==
The following "hack" should be used to convert selected Web interface data fields from a selection dropdown list into a free text input fields. This is achieved by creating a text file which has all the Field ID's that correspond to the fields that you want to give free text input to in the Commit Web Interface.
The following "hack" should be used to convert selected Web interface data fields from a selection dropdown list into a free text input fields. This is achieved by creating a text file which has all the Field ID's that correspond to the fields that you want to give free text input to in the RangerMSP Web Interface.


<br>
<br>
===Gathering Field Id's===
===Gathering Field Id's===
In order to tell the Commit Web Interface which fields we want to adjust, we'll need to create a text file that will hold a list of all the Field ID's that you want to change, and save it as a txt file.  
In order to tell the RangerMSP Web Interface which fields we want to adjust, we'll need to create a text file that will hold a list of all the Field ID's that you want to change, and save it as a txt file.  


To obtain the Field ID's you need for this please follow these steps:
To obtain the Field ID's you need for this please follow these steps:
#Open a CommitCRM client application.
#Open a RangerMSP client application.
#Find a Right Click a field you want to adjust.
#Find a Right Click a field you want to adjust.
#Choose Field Settings.
#Choose Field Settings.
Line 25: Line 25:
<br>
<br>
===Managing The Field List===
===Managing The Field List===
As mentioned above, the list only needs to have the Field ID each Field ID value pasted on its own line in order to tell Commit Web Interface to treat the field as a free text input field; so the content of your file should look something like the following list:
As mentioned above, the list only needs to have the Field ID each Field ID value pasted on its own line in order to tell RangerMSP Web Interface to treat the field as a free text input field; so the content of your file should look something like the following list:


[[File:ForceText_02.jpg|400 px]]<br>
[[File:ForceText_02.jpg|400 px]]<br>


*'''Note''': Make sure to only include fields which are used as customized drop down list in CommitCRM client in your file. Including other fields may results in data corruption.<BR><BR>
*'''Note''': Make sure to only include fields which are used as customized drop down list in RangerMSP client in your file. Including other fields may results in data corruption.<BR><BR>


In order to tell whether a field can be use for this or not, right click the field and see whether it has the '[Edit List...]' option, as shown in the screenshot below. (Only available for CommitCRM sys Admin accounts)<BR><BR>
In order to tell whether a field can be use for this or not, right click the field and see whether it has the '[Edit List...]' option, as shown in the screenshot below. (Only available for RangerMSP sys Admin accounts)<BR><BR>
[[File:ForceText_03.jpg|400 px]]<br>
[[File:ForceText_03.jpg|400 px]]<br>


All that's left to do now is to save the file to the Commit Web Interface directory as the following file, and restarting the CommitWebInterface Service on the CommitCRM Server:
All that's left to do now is to save the file to the RangerMSP Web Interface directory as the following file, and restarting the RangerMSP WebInterface Service on the RangerMSP Server:
   
   
<server>\Commit\CommitWebInterface\CmtForceTextFlds.txt
<server>\RangerMSP\WebInterface\CmtForceTextFlds.txt


* Note that the name of this file must be as listed above: CmtForceTextFlds.txt
* Note that the name of this file must be as listed above: CmtForceTextFlds.txt
Line 55: Line 55:


==See Also==
==See Also==
[[Web_Interface|Commit Web Interface User Guide]]
[[Web_Interface|RangerMSP Web Interface User Guide]]<BR>
[[Web_Interface_FAQ|Commit Web Interface FAQ]]
[[Web_Interface_FAQ|RangerMSP Web Interface FAQ]]<BR>
[[Category:KB|Web]]
[[Category:KB|Web]]

Latest revision as of 12:54, 8 July 2020

Introduction

The RangerMSP Web Interface offers great features for portability, and mass use of the system to both your customers and your employees. When editing the records data using RangerMSP Web Interface, many times field values are selected from a fixed dropdown list of values (the list can be customized when using the RangerMSP client application). However, in some cases the use of a "Free Text" input field instead of a selection field is required as it helps users express themselves more freely in the data that they record into the system via the RangerMSP Web Interface.


Converting Your Fields

The following "hack" should be used to convert selected Web interface data fields from a selection dropdown list into a free text input fields. This is achieved by creating a text file which has all the Field ID's that correspond to the fields that you want to give free text input to in the RangerMSP Web Interface.


Gathering Field Id's

In order to tell the RangerMSP Web Interface which fields we want to adjust, we'll need to create a text file that will hold a list of all the Field ID's that you want to change, and save it as a txt file.

To obtain the Field ID's you need for this please follow these steps:

  1. Open a RangerMSP client application.
  2. Find a Right Click a field you want to adjust.
  3. Choose Field Settings.
  4. Go to the Advanced Tab.
  5. Copy the Tech Rec. ID value to a new line in your Text File list.
  6. Click OK.
  7. Repeat Steps 2 through 6 for the rest of the fields.



Managing The Field List

As mentioned above, the list only needs to have the Field ID each Field ID value pasted on its own line in order to tell RangerMSP Web Interface to treat the field as a free text input field; so the content of your file should look something like the following list:


  • Note: Make sure to only include fields which are used as customized drop down list in RangerMSP client in your file. Including other fields may results in data corruption.

In order to tell whether a field can be use for this or not, right click the field and see whether it has the '[Edit List...]' option, as shown in the screenshot below. (Only available for RangerMSP sys Admin accounts)


All that's left to do now is to save the file to the RangerMSP Web Interface directory as the following file, and restarting the RangerMSP WebInterface Service on the RangerMSP Server:

<server>\RangerMSP\WebInterface\CmtForceTextFlds.txt

  • Note that the name of this file must be as listed above: CmtForceTextFlds.txt


Final Result

Before



After


The result allows you to enter any data you like into the data fields that you've specified in the list.


See Also

RangerMSP Web Interface User Guide
RangerMSP Web Interface FAQ