The module editor: module list, Index tab and field panels

Under Super > Modules you adjust your company’s document modules: the labels, help texts and required setting of fields, how list fields are shown, and the values users can choose. The module’s structure (its fields, sections, field types, workflow steps and receivers, name and icon) is set up by Antenor; contact Antenor to change it. You need the Admin level on the Super area row of your rights; this is what shows the Super menu. Your user administrator sets this; see The Users page and the rights table.

This page describes the module list, the Index tab of the editor and the panel that opens for each field. The Admin tab is described in The module Admin tab: statuses, comments box, Read & understood, revisioning, checklist templates.

The module list

Control	What it does
Filter box (placeholder Filter) with a search button	Finds modules by text. While you filter, all matches are shown on one page.
Module name	The module’s display name. Click the header to sort.
Description	The module’s description. Click the header to sort.
Click a row	Opens the module editor for that module.
Paging	10 modules per page.

The list shows every module in your company, whatever rights you have on each module.

The editor: top and tabs

Control	What it does
Module name	The name of the module you are editing.
Status (blue button)	Opens the dialog where you choose the status each section gives a document. See Set the document statuses for a module.
Index	The tab with the module’s sections and fields, described below.
Admin	The tab with statuses, the comments box, Read & understood, revisioning and checklist templates. See The module Admin tab: statuses, comments box, Read & understood, revisioning, checklist templates.

The Index tab

Control	What it does
Section tabs	One tab per section (workflow step), with the section’s name. Click a tab to see its fields. You cannot add or delete sections.
Title	The section’s title, shown read-only.
“Row number #n”	Each row of fields is labelled with its number.
Field	Each field shows its field type and a tasks icon.
Tasks icon (tooltip Expand/Collapse)	Opens or closes the field’s panel, described below.
Save	Saves every change you made in the field panels. Disabled while the system or the module is in maintenance.

The field panel

The panel has up to three parts: Field label, Field Settings and Field Items. Which controls you see depends on the field type. Some controls are shown but locked; they are listed so you know they are set up by Antenor.

Field label

Control	Applies to	What it does
Label box, or two boxes English and Norwegian	Every field	The text users see as the field’s label. Every box must have text before you save.

Field Settings

Control	Applies to	What it does
Colour settings for background and text, and a control to clear them	Label fields	Set the colours of the label.
Show as dropdown	Checkbox fields	Shows the choices as a dropdown instead of checkboxes.
Show as dropdown, Show as radio	Dropdown and radio fields	Choose whether users pick the value from a dropdown or from radio buttons.
Show as type ahead	Dropdown and radio fields shown as dropdown	Lets users type to find a value in the dropdown.
Configure dynamic form	Dropdown and radio fields	Shown, but locked.
With Translation	Information and rich-text fields	A switch for translated content in the field. The rich-text field has a tooltip that explains it.
Risk field range and colours	Risk fields	Shown, but locked.
Single select, Multiselect	Global fields placed in the module	Whether users can pick one value or several. The values themselves are managed under Super > Global Fields; see Add a value to a global field, with or without translation.
Allow adding and deleting rows, and a translation switch	Table fields	Whether users can add and delete rows in the table.
Choice between a dynamic and a static user	User fields	Shown, but locked.
Multiple select, Single select	Connected dropdowns	Whether users can pick one value or several.
Show progress bar	Checklist fields	Shows a progress bar with the checklist.
Required	Every field except label and information fields	When on, the field must be filled in before the document can be sent. Users see a star with the tooltip Required; see Edit mode: buttons, the send dialog, the required-fields dialog.
Number of columns (1, 2 or 3)	Checkbox fields not shown as dropdown	Lays the checkboxes out in one, two or three columns.
Configure Tooltip: Enable Tooltip, Translation, English, Norwegian	Every field except information fields	Enable Tooltip gives the field a help text. With Translation on, you write it in English and Norwegian; otherwise in one box.
Default value box (“Enter default value”)	Text fields	Shown, but locked.

Field Items

Shown for dropdown, radio and checkbox fields. These are the values users can choose. See Change the values of a dropdown, radio or checkbox field in a module.

Control	What it does
Sort button	Sort alphabetically (ascending or descending) or Custom sort by number (ascending or descending).
Number box per value	The value’s place in the list. Can be changed only with Custom sort by number.
“+”	Shown when the list is empty. Adds the first value.
Text box	The value’s text. Locked until you click the pencil. A new value can be typed at once.
Default button	Makes the value the default. In a dropdown or radio field there is one default; click it again to clear it. In a checkbox field several values can be default. The default applies to this field in this module only.
Add	Adds a new value after this one.
Delete	Removes the value. Allowed only when no document in the module uses it.
Deactivate	Deactivates the value; the button turns red. A deactivated value stays in the documents that already have it.
Edit (pencil)	Unlocks the text box; the button turns green. Allowed only when no document in the module uses the value.
Dialog listing documents	Shown instead when you click Edit or Delete on a value that is in use. It lists the documents that use it (ID, name and a link, 10 per page) and has a Close button. The value is left unchanged.
Translation search (lists with translation)	In a list with translation, the text box searches your company’s existing translations; pick one for each value. A button next to it opens a form for adding a new translation.

Saving

Changes in the field panels are kept only when you click Save at the bottom of the Index tab; if you leave the page first, they are lost. Before you save, fill in every label box and choose a translation for every value in a list with translation. When the module is saved, the page returns to the module list. If it stays on the editor, a label or a value is missing its text.

Saved changes apply to the module as it is: they also show on existing documents in that module.