NetResults Tracker

You can choose to hide specific pulldown option menu items so they do not appear on external pages.

Perhaps you're working on a new product and only want that option to appear inside of Tracker and not on public facing pages (Submit Page, Knowledge Base). This can be done using the Value is Public option available for a pulldown menu item.

To hide a pulldown option menu item from external pages:

1. Login as Admin and click on the Admin icon.
2. Click on the Fields link.
3. Click on the Edit button to the left of the field.
4. Click on the Edit button to the left of the option you want to hide.
5. UNcheck the box for the option Value is Public.
6. Click OK to save the change.

Update your workflow to cover a user out on vacation or leave.

If you use State Managers for automatic assignment, you can easily substitute a different user when needed.

To replace a user:

1. Login as Admin and click on the Admin icon.
2. Click on the Projects link.
3. In the pulldown at the top, select the desired project. The page will be updated to display its properties.
4. In the Forms section, locate the desired form, then click on the Manage link to the right of State Managers.
5. Locate the user to be changed, select the replacement and click OK to save.

Any workflow configuration, email rules or alerts that reference <State Manager> will automatically go to the appropriate user without any further changes.

Re-Assign Records

If you also need to re-assign records to the replacement, this blog post explains how.

Find records where a value has not been entered into a field.

Perhaps you'd like to see action items that don't yet have a deadline or other key information. You can search for empty Date, Text, TextArea or Url fields using an advanced query.

The Online Help Guide provides steps for adding an advanced query.

Use features available for different field types to customize your Add Page.

Set Field Order

You can control the order of the fields using the Order property:

1. Login as Admin and click on the Admin icon.
2. Click on the Fields link.
3. Click on the Edit button to the left of the field you wish to modify.
4. Set the order relative to other fields. Fields with the same order value will be displayed in alphabetical order.
5. Click OK to save the change.

Use Different Display Styles

Pulldown and YesNo fields have different styles available.

Pulldowns can be displayed as a standard Pulldown, Radio or Vertical Radio. There is also a "Search" style that allows a key word search to be used to locate menu items quickly when there are a large number of values.

YesNo fields can be displayed as a standard Pulldown or Checkbox.

To set the Display Style property:

1. Login as Admin and click on the Admin icon.
2. Click on the Fields link.
3. Click on the Edit button to the left of the field.
4. Change Display Style and click OK to save it.

Field Help

Provide information about how to use each field by providing a Help Description.

1. Login as Admin and click on the Admin icon.
2. Click on the Fields link.
3. Click on the Edit button to the left of the field.
4. Enter text into the Help Description and click OK to save it. Tags can be used to format the text in bold, italics or different sizes.
5. Click OK to save the changes.

Show Different Fields Based on User Group

The Add Page can be set up such that specific fields can be shown/hidden based on user group. For example, you may want to keep the form simple for end users by having them fill out only a handful of fields. Show additional fields to internal users to gather more information when they add records. This is done using the Field Visibility option explained in this blog post.

End a user's session after a specific length of inactivity via the session timeout.

By default, Tracker is set to end a user's session after 12 hours of inactivity. On-premises installations using Floating licenses benefit from this action because floating users are not blocked from accessing the system if a user forgets to click Logoff when done with his/her session. This Knowledge Base article explains how the session timeout can be shortened in on-premises installations.