A field list can be amended to display various fields on the website. These can then be filtered on when navigating through the website.
Firstly, it is recommended to follow the steps in the test system before making the change in the live, so that you can test the efficiency of the desired change.
⚠️ Important: This guide assumes a strong understanding of processes within the Admin Tool. Due to the complexity involved, any additional support beyond this guide would fall under our consultancy services.
If you’d like these changes to be implemented on your behalf, or if you're interested in training, please contact your account manager.
There are five main actions you will need to take to follow the best practice:
Identify the processes a field list is assigned to before creating a copy of it.
Create a copy of the field list.
Add or remove the fields as needed.
Create a copy of the process where the field list is being changed for.
Assign the altered field list to the copied process.
Assign the copied process to the menu set.
Disable the original process.
Identify the process name and field List
Firstly, you will need to identify the field list name. To do so, you will need to know the process you desire to contain the changed field list. Once you have discovered it, you can follow the steps below to reach the usage tab within the field list properties window:
Within the Admin tool, click Menus.
Double-click the Menu Set where the process is used, assuming you identified the name of the menu set already.
On the left, find and click the area where the process appears. It will follow the same path as the breadcrumb/list header on the website.
In the centre window, double-click the process.
In the newly opened window, in the left hand side of the window, single click the List you want to change (to try identifying its name, you will need to follow the breadcrumbs on the website).
In the right hand side of the window, expand the tab named Usage. Here you will see the names of the processes and menu sets this field list is used in. Now you will be able to identify the processes and menu sets your field list is being used in, meaning that the change you will make will take effect in those places as well.
📌 Note: The breadcrumb is displayed at the top of the webpage in SelectHR - above the listing contents.
For example, when you navigate to Employee Details in an HR menu set, this is likely to read as: Employees/Employees /Details
Create a copy of the field list
Within SelectHR, it is possible to create copies of existing field lists. This can be useful for making slight alterations to the field list, without affecting other listings where this is currently in use.
To do this, follow these steps.
Within the Admin tool, click Field Lists.
Select the relevant Field List.
Click Create a copy of the selected field list. This will appear under the original.
To identify this newly created copy, it is advisable to add a description.
Single-click the newly created copy.
From the right-hand side of the window, single-click Edit the selected field list.
In the Description field, type the required description.
Click Apply, then OK.
📌 Note: The name of this field list cannot be edited as this is automatically populated from the fields that are listed there.
Add or remove the fields as needed
You can follow the steps below to change the field list.
Within the copied field list, in the left-hand pane, select which fields to add, then click the green arrow icon to send these to the right-hand pane. The right-hand pane listing includes all selected fields for display.
A hidden field which is identified by the wording (Visible on Expression), can be made to show by highlighting the field and select the option Show from the right of the field list. To hide a field, then select the opposite option Hide.
To remove a field, select the field in the right-hand pane and click the green arrow icon pointing to the left to remove it from the selection.
Once complete, click OK on each of the open windows to return to the menu set and save the changes.
Create a copy of the process
To create a copy of a process, you can follow the best practice steps below.
In the Admin Tool, click Processes.
Scroll down to find the required Process. Highlight it and from the right-hand side of the window, click Create a copy of the selected process highlighted in blue.
Rename the copied process as appropriate in the Copy Process window.
A new window named process properties will open.
Under the System tab, next to Enabled, click YES. The word will change to NO with a red dot next to it. Here you can make any required changes.
Assign the copied field list to the copied process
Below you can find the steps on how to set up the copied process to use the copied field list:
Within the Process Properties window, on the left-hand side, single-click the List you need to use the copied field list. You will notice a list is named in the following way: for example, the list that displays the employees is named People (List).
On the right-hand side of the window, you will see multiple tabs. Click the one named User Interface to expand it.
Under the text that reads This page displays the following fields for a list of records you can notice a field containing multiple field names. Next to it, click Change.
A new window named Object Selector will open, where you can select the copied field list you created earlier.
Single-click it and click OK.
Click OK in the other windows to commit the change.
Assign the copied process to the menu set
Once you finish with the copy and have made the desired changes, you will need to assign it to the menu set. This can be achieved by following the steps below:
In the Admin Tool, click Menus.
Drill into the required section of the menu where the copied process needs to exist moving forward.
From the right-hand side of the window, click Add Item. You will be presented with multiple options.
As you are assigning a copy of a process to the menu set, select Existing Process.
Select an appropriate filter.
📌 Note:You may need to look to other filtered options to see the copied process).
Scroll down the list of processes to find the new copy created.
Click OK.
Disable the original process
From within the same place where you added the copied, altered process, highlight the process you just replaced with the copied process, then right-click the button and select Enable (if disabled) or Disable, as appropriate.
Alternatively, if access to the button should be restricted for a particular group of menu set users only, a visibility expression can be created by right-clicking on the button, clicking Visibility, and writing the necessary expression.
Writing visibility expression falls outside scope of support. However, your account manager will be able to arrange for a training or consultancy session for you.
Additional considerations
Some columns may not return data. To check where they are attempting to return data from, follow these steps and consider whether you can return the same information from the parent resource.
Open the field list, note the Displays Data from section at the top; fields returned from this object will always return reliably.
Highlight a selected field.
Click Edit or double-click it. - The Listing Field Properties window will appear, confirming the fully qualified field name (where this field is attempting to return data from).
If this does not match step 1, you may need to remove the field and find an equivalent from that resource in the Available fields section.