Add a New Control Type

Now that we have created a new control group lets go ahead and create a few control types. To create a new control type simply click on the “Add New” button on the toolbar or the context menu.

The “Add Control” screen has two sections “Action Edit Screen Settings” and “Action List Screen Settings”. The Action Edit Screen Settings contains common settings and settings which are specifically related to how the control will appear on the Action Edit Screen.

For example, in the control type above we can see that the control will be visible in the action edit screen because the “Show Label” checkbox has been selected. We can also set the name for the control and provide a tooltip for our users. The control type’s position on the edit screen can be selected by setting up the sort order number and the tab where it should appear. Once the “visible” option is selected for a control from the Action Edit Screen Settings section then the control will be visible on Add/Edit Action screen for all the actions.

The Action List Screen Settings contains settings which are specifically related to how the control will appear on the Action List Screen. For example, its width, position and alignment. A printing option is provided to select if the control data should be included when the user prints actions from the list screen.

Depending upon the type of the control selected to be added options on the control Edit screen will vary. For example, in the case of a drop-down control there will be an “Options” option which can be used to define the options for the dropdown control.

Once the “Visible/Export” option is selected for a control from the Action List Screen Settings then the control will be visible on Action List Screen for all the actions.

ATMS™ fixed controls can be displayed in different orders and on different tabs but can’t have their type changed (a dropdown for the Due Date would make no sense as a checkbox, for instance). Use of controls in this way, along with defining tabs, and controlling the size of the action edit screen allows the user interface for actions and projects to be very flexible.

Add a New Control Group
Project Controls