>Okay, I have limited customization knowledge and try to avoid big >customizations to the database as much as possible.
Well, you're into a big customization to back out of this. Take a deep breath and dive in... >We have a new employee >who will be using the database. In an effort to get him in the "staff list" >I went to the notes screen in layout mode and right clicked on the "added >by" field then clicked "field format" to define the staff list. Doing this enables you to select the value list assigned to a field, but not to edit the list. More on how to do it below. >After >editing the staff list I realized that by right clicking I was selecting the >entire field that includes the scripts added by, program, priority and >assigned to. It wasn't the right-click This whole group of fields and their labels are grouped, to keep them in alignment. You selected the group, and that affected all the fields in it when you assigned the value list Staff List to it. >Now, in browse, when you click on any of these fields you get >the staff list to chose from. The choices for priority and program have >been replaced by the staff list. I can't figure out how to fix it back. I >guess my two questions are 1. How do I get those scripts to function >properly You're going to have to separate the group so you can assign value lists to the fields individually. Go to layout mode. Click on any of the fields. You'll see the black corner handles at the corners of the group, above and below the fields on the right, and the labels on the left. Select the menu item Arrange>Ungroup. You'll see corner handles all over the place now, at the corner of each field and each lable. Click somewhere else, then click on one of the fields to select it. Select the menu item Format>Field Format. In the dialog box, click the button Popup List, and select the value list to assign to it. They are: For Field>Value list Program>Program List Priority>Interest/Priority Assigned to>Staff List Now select all the fields and their labels, either click-and-drag, or shift-select until you've got 'em all. Select the menu item Arrange>Group, and it's back the way you found it. (Grouping them isn't necessary for function). >and 2. what is the easiest way to update the "staff list" so the >new staff can begin assigning cases. I would greatly appreciate any >guidance on this issue. From the home screen, or any screen in the names file, click the Admin tab in the upper right. Click the green Screen 2 button. At the top of the left column, click the button to Update Staff List. You'll jump to the Staff file, where records of your staff are kept. Click the yellow Add Staff button, and enter the name, address, whatever you want. When you return to the notes screen, you'll see that the new name has been included in the value list that pops up when you click the Assigned to field. More detail on what goes into the staff record and how to use it in chapter 6 of the ebase admin manual. -- -- Dave Shaw H4 Consulting tel: 206-954-7526 fax: 206-625-1338 ------------------ Reminder to each recipient: To change your list account preferences, go to http://email.sparklist.com/scripts/lyris.pl?enter=support and enter the email address you used to subscribe to the ebase support list:: [email protected] To unsubscribe send a blank email to [EMAIL PROTECTED] --------------------------------------------------------------------- ebase - Relationship Management for Nonprofits, http://www.ebase.org ---------------------------------------------------------------------
