Deleting a Custom Screen
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You cannot delete:
- a screen from one of the default screen sets. A warning message appears if you try to delete a screen in a standard screen set.
- a message template if it is the last template mapped to the message type in administration, as there has to be at least one message template per message type. If message types are partitioned, you will not be able to delete a message type mapped to the default partition. In both cases, a warning message appears if you attempt to delete the message template.
Before deleting screens, we strongly recommend that you undertake appropriate training on the Designer.
Exercise caution when using the Designer to work with screens which have been customized by Alemba Professional Services. Contact your Alemba account manager if you are uncertain about whether your actions will impact these customizations.
You must have Designer selected in your General Access Security Role.
To maintain an audit trail of changes made to screens, forms and message templates, Designer must be selected in the Auditing window.
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Find the screen, if it is not already displayed.
- Make the Find a Screen tab uppermost, if necessary .
- This tab displays two panes. The left pane contains an alphabetical list of the main entity types in vFire Core (such as, Agreement, Bulletin, Call, etc) with which screens are associated.
- Select the entity type (such as Call). The table displays the configurable screens, templates and forms associated with the selected entity, with the first one highlighted. Items you cannot delete are not included. The number of screens associated with the selected entity is displayed in the bottom right hand corner of the window.
- Filter and sort the screens if you wish:
To filter the number of entries displayed on the table, use the fields at the top of the window:
Screen Name Type a name and select . Screen Set A drop-down list of all screen sets. Each entity type has a standard screen set which has the same name as the entity. For example, the default screen set for calls is Call Screen Set. Certain entity types, such as Organization, Person, Agreement and Location, only have default screen sets. Others, such as Call, Request, Task, CMDB item, Contract and Knowledge can have custom screen sets and these will appear on the list. Only one Details screen and one Submission screen can exist per screen set. You can have multiple message templates and service desk forms in the same screen set.
Screen Design A drop-down list of available designs To sort the information, click on the required column heading (such as Name). The entries are displayed in alphabetical order for that column.
- Select the screen you want to delete. To select multiple screens, select one and hold down the Shift or Ctrl key and select the rest.
- Select Delete.
- In the warning popup, select Yes to confirm the deletion.
Restoring a Screen
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Display the Designer window if it is not already visible on screen.
Select and then Admin.
From the submenu, select Designer.
This window consists of three tabs . They display different views:Find a Screen Can be used to search for and work with specific screens, forms or message templates, as well as create new in-house screens View screens Displays details of currently selected screens and is used to modify screens Skins Enables you to create and modify skins for your vFire Self Service Portal(s) - Find the entity for which you want to restore a deleted screen.
- Select View Deleted. The browse table displays only deleted screens.
- Select Restore.
- If you restore a screen which has also had its screen set deleted in administration, a message appears informing you that the screen set will also be restored. Select Yes to restore both the screen and the screen set, or No to close the warning without restoring either.
- Deselect View Deleted. The restored screen appears in the list of active screens.