Screen designer for follow up dialog - restrictions

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Hi,

Currently you can't edit the fields on the more tab:

(I can make a new tab and add fields there, but not remove/add/change/etc anything on the standard tab). Is this intended behavior?

You also can't delete the agenda tab, which would be great to do so you can remove that tab for any internal task types.

 

Tested on release SuperOffice CRM Online 10.2 Build Release_10.2.11_2023.12.18-02

2 Jan 2024 | 03:02 PM

All Replies (3)

Hi David, 
Thank you for the questions,

1. You can't edit the fields on the 'More' tab, and you cannot remove/add/change/etc anything on this standard tab
Yes, this is intended behavior for all 'More' tabs in Screen Designer. You can remove it, and create your own 'More' Tab, where you can add fields there.

2. You can't delete the 'Agenda' tab, as this is a mandatory tab. This is intended behavior.

4 Jan 2024 | 08:45 AM

Yes, this is intended behavior for all 'More' tabs in Screen Designer.

On all other entities you can change the default more tab, so this is different (and therefore not expected) behavior.

4 Jan 2024 | 08:48 AM

Hi,

 

Still interested into why the screen designer possibilties for the follow-up dialog are so restricted:

  • You can't move fields like, company, person, date/time
    • I understand why you can't delete them, but why lock the position?
  • You can't move fields like project or sale to be above the time component (which in my opinion is the more 'natural' flow of filling in the fields.)
  • More tab is completely locked from being edited
    • This is different then all other entities supported with screen designer
16 Jan 2024 | 01:11 PM

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