Configuring Doc Types

This entry is part 5 of 30 in the series Setup Guide - System Admin

Adding Items

If your Doc Type or other Spitfire area (e.g., the Executive Summary) is missing an item (field, checkbox, tab, etc.), you can easily add that item to the Doc Type or area. What you are really doing is making that item visible on the Doc Type or area.

To add an item:

  1. (if applicable) Select a Doc Type from the drop-down menu.
    Note: Some parts refer to areas in Spitfire, such as the Executive Summary, and not to Doc Types.
  2. Determine what part holds the item you want to add. Use Appendix C in the System Admin Focus Guide  for help.
  3. Select the Part you want from the drop-down menu. The image that appears will show you the items in that part.
  4. Select the specific Item you want to add from the drop-down menu. Some trial and error might be needed. Use the image that appears to help you realize which item you need. Keep in mind that labels can be changed.
  5. Click Show Visible Only to uncheck it.
  6. (if necessary) Click Show Live Configuration if it is not already checked. A row with the Part and Item for the Doc Type should appear.
  7. Copy the row.
  8. (optional) If you want to limit this item by capability, look up the Capability. You may need to use filters to find the capability you want.
  9. (optional) If you want a specific label, enter it in the Label field. All labeled items have a default label so you can leave this field blank.
  10. Assuming you want this item to be visible on documents and active (turned on), leave those checkboxes alone.
  11. Accept your changes.
  12. (optional) If you want to add another item in the same part for the same Doc Type, click Add and select a different Item from the drop-down.
  13. Save all your changes.

Editing Spitfire-Defined Items

If you want to change a Spitfire default or configuration on a Doc Type (for example, the label), or if you want to remove an item (field, checkbox, etc.) placed Spitfire, you need to change the configuration for that item. For example, if you want to change the label of a Responsible field on a Correspondence document to “Foreman,” you would need to copy the Responsible item (on the Doc Header – Standard part) on the Correspondence Doc Type and give it a label of Foreman. And if you want to remove the Responsible field from the Bid document, you would need to copy the Responsible item on the Bid Doc Type and make it not visible. Your configurations override the configurations and defaults of the document.

To edit a Spitfire-defined item:

  1. (if applicable) On the UI Configuration tool, select a Doc Type from the drop-down menu.
    Note: Some parts refer to areas in Spitfire, such as the Executive Summary, and not to Doc Types
  2. Select the Part you want from the drop-down menu. The image that appears will show you the items in that part.
  3. Select the specific Item you want to add from the drop-down menu. Some trial and error might be needed. Use the image that appears to help you realize which item you want. Keep in mind that labels can be changed.
  4. (if necessary) Click Show Live Configuration if it is not already checked. A row with the Part and Item for the Doc Type should appear.
  5. Copy the row.
  6. Make your changes on the row (e.g., change the label, make the item not visible, etc.)
  7. Accept your changes.
  8. Save all your changes.

 

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