2		Getting Started with Gemini 5	usage items projects
2.5.11		The Data Import Wizard	admin items database Excel migration
3.1		Creating Tasks	items projects
3.2		Rapid Planning (Creating Multiple Tasks)	usage items projects
7		Project Templates	admin projects
7.1		Project Templates: Introduction	admin projects
7.2		Project Templates: Process	admin projects
7.3		Project Templates: Screens and Visibility	admin projects
7.4		Project Templates: Process Workflow	admin projects
7.5		Project Templates: Custom Fields	admin projects custom-fields
7.6		Project Templates: Menus	admin projects
7.7		Project Templates: Status, Priority and Severity	admin projects
7.8		Project Templates: Resolution	admin projects
7.9		Project Templates: Links	admin projects
7.10		Project Templates: Time	admin projects

15 documents found.

Project Templates

Defining Screens and their fields

Once you have created a Process definition you need to decide which data fields you need for data capture around the process and who is allowed to see and interact with those fields. To do this, click on the “Screens” hyperlink to the right of the screen (on the Process Page). You will see the following screen:

Gemini cleverly splits the data elements of each Process into a set of Attributes and Content, either of which will also include any Custom Fields or App Widgets you define. Attributes are at the top of the page, Content is at the bottom. One way to think of Attributes and Content is that when you view an item you will see its Attributes down the left hand side and its Content in the middle of the page, another is that an Attribute is a field but Content is a field wrapped up in logic e.g. the Comments field, which has logic to let you determine who can see a comment when one is added.

Selecting Fields and Visibility

Whether you are dealing with Attributes or Content you simply enable or disable the element for your Process by clicking the checkbox next to it and set the visibility permissions by selecting Groups that can see the field as described on the screenshot above.

Positioning Fields

You can click and hold the grab handle on the left hand side of the element. You can then drag the element, whether it represents Attributes or Content, to order the information that will be displayed on the screen when you are Creating, Editing or Viewing data for your Process.

Controlling Access to fields

You can control who can see and interact with any field, either when creating, editing or viewing an item by clicking on the person icon that lies between the selector checkbox and the field name. Gemini will then prompt with a multi-select control for choosing user groups that can access the field. For example, you might include the field "Status" on a screen that can be access when Creating a task but control access to this field such that only Managers or Administrators can see and affect its value. You would then use Project Defaults to determine a default value (e.g. "Logged") that would be applied if any user outside these groups created an item.