Customizing Name / Org / Position Layout

The PCRecruiter Web Version allows users to customize which fields appear on the major record screens and in what order. This feature is only available to users who have "Ignore All Security" or "PCR Admin" status in their "System Administrator" security setting, or users who have been explicitly given "Customize" ability in the Customize Form setup screen. Other users may only switch to the Default view or any other custom layouts that have been made available to them.

1. Navigate to the record type you wish to alter - open any name, org, or position record in the database
2. If you have the proper security permission (see note above), you will find a small "Customize" link in the upper left corner of the record, just below the menu bar. Click this link to open the Customize Form.
3. The top of the screen includes a dropdown to select a username. This dropdown defaults to the current username that you are logged in with. Users with administrative permission may select a different username from the dropdown, and thereby copy the current settings to that user. Administrators may also select another username and then click the small "Edit" link to alter that user's existing layout.
4. The Default Layout for PCRecruiter includes 37 fields in a single column. You will see this format when you first open the Customize Form, and can return to it at any time by clicking the "Reset User" link at the top of the form. You may also clear the form completely (leaving your layout totally blank) by using the "Clear Form" link.
5. Begin by scrolling to the bottom of the Customize Form and setting the overall options for this form:
   1. Options: Select whether this layout can only be changed if the user is an Admin, if the user can switch between Custom and Default views, or whether the user can customize their own layout.
   2. Columns: Select a multi-column layout. The number of columns to choose will depend largely on your screen resolution and size - the average user will likely want no more than 3 or 4 columns maximum.
   3. Form Id: Select which custom layout you wish to work with. The system supports up to 10 different custom layouts for each user. You may define names for each of these 10 layouts using the remaining fields on the Customize Form.
   After you've set your options and column number, and selected which form to work with, click "Save".
6. Your screen should now show the layout form that you want to customize, including any extra columns desired.
7. Begin by clicking inside of the first field. The box will highlight, and a dropdown will appear. You may select any of the available fields from this dropdown. If you want to insert a new item, choose "Insert New". Keep in mind that if you are using a multiple column layout, inserting a new item will shift all subsequent items one space to the right. The last item in the row will be pushed down to the start of the next row. You may want to lay out your field configuration on paper first so that you don't need to insert fields at a later stage. NOTE: Consider your layout choices carefully! If you include many large items like formatted resumes or activities and notes in your layout, your screen load times will be negatively impacted. You will also want to be aware of hiding items like Job ID, which may prevent the system from auto-generating an ID for new records you create.
8. You may re-label a standard field name - for example, inserting the "Identification" field on a Name layout, but having it appear as "Password" when the screen is viewed. To do so, load the field you wish to include... such as 'Predefined: Identification'. Once loaded, change the word 'Predefined' to 'Database' and then insert a two 'pipe' characters || and the new label in front of the original field name. In this case, the field would now read 'Database: Password||Identification'.
9. When you have completed your layout setup, click "Save".
10. Administrative users may use the "SYSTEM >> Create/Edit Users and Groups >> Advanced" screen to copy one users' layout options to multiple other users in the database.

Once you have customized your layout, you may use the "Default View" link in the record to switch back to the original format temporarily at any time. If you have configured multiple layouts, you will have clickable options for each of them as well.

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