Side Panel Info

Headers:

Headers will display in the top of the sidebar. Up to two headers are allowed. Field selection can only include Text or Dropdown field types. When headers are displayed, any content over 100 characters will be trimmed. Headers can be changed by selecting a different field in the dropdown. They can be deleted by pressing the x icon to the right of the dropdown box. If less than 2 headers are shown, another can be added by pressing Add Side Panel Header.

Tags:

Tags are displayed below the headers in the sidebar. Up to three tags are allowed. Any field selection is allowed as a side panel tag except Multi-Line Textbox, Multi-Select Dropdowns, and Rich Text Editor. Tags can be changed by selecting a different field in the dropdown. They can be deleted by pressing the x icon to the right of the dropdown box. If less than 3 tags are shown, another can be added by pressing Add Side Panel Tag.

Reset to Default:

Clicking Reset to Default returns headers and tags to their default state. 

• Contracts
  • Headers
    • Contract Title
  • Tags
    • Contract Type
    • Department/Business Unit
    • Date Entered
• Requests
  • Headers
    • Request Title
  • Tags
    • Request Type
    • Department/Business Unit
    • Date Entered
• E-Sourcing (If purchased)
  • Headers
    • Bid Name
  • Tags
    • Bid Type
    • Department/Business Unit
    • Date Entered
• Purchase Orders (If purchased)
  • Headers
    • Location
    • Buyer/Assigned To
  • Tags
    • Department/Business Unit
    • Date Entered
• Employees
  • Headers
    • Full Name
  • Tags
    • Email Address
    • Department/Business Unit
    • Date Entered
• Vendors
  • Headers
    • Company Name
  • Tags
    • Vendor Type
    • Date Entered