Solve360 Discussion Forums

Different fields for different workspaces?

Jun 28, 2010 08:23am rkrause Sentinel 30 posts	Hi, Is there a way to have different field sets for different work spaces? I’m trying to manage two different sets of data depending on the workspace. For example: i have one major project that uses the term, affiliates, parent, event city, etc… However, i don’t want those fields showing up in my own workspace, as they irrelevant to my other business contacts. Please advise on the best way to make this a seamless process. Thanks, Ryan.

Jun 28, 2010 01:04pm Engineering SpecialOps Administrator 3952 posts	Hi Ryan, Only the fields that are filled out are shown. So if you don’t want that particular project’s fields showing up for in your other projects, then you can just leave them empty.

Jun 28, 2010 01:13pm rkrause Sentinel 30 posts	I had no clue that it worked that way. Interesting… An enhancement to consider might be section dividers for the contact and blog field name areas. That way a user could easily identify the needed sections for that particular contact or blog. Thanks for getting back to me. Ryan.

Jun 28, 2010 01:41pm Engineering SpecialOps Administrator 3952 posts	Solve is full of little gems. We do not have any section dividers at this point but it’s not a bad idea. If you haven’t done so already, you should play with customizing fields: Workspace > Customize Form Fields

Jun 28, 2010 01:42pm rkrause Sentinel 30 posts	That’s where all my questions are derived from - i’ve been playing around with those fields for a few days now, off and on Thanks and look forward to updates. Ryan.

Jul 01, 2010 02:17am adrian@vm Lyncean 352 posts	I’d like to see segmenting of tags / templates / etc. so that workgroups are sorted properly

Sep 23, 2010 03:24pm HT Enthusiast 12 posts	adrian@vm - Jul 01, 2010 02:17am I’d like to see segmenting of tags / templates / etc. so that workgroups are sorted properly ;) I would really like to see this as well. Having different types of workgrups suggest that they may operate differently or have different business processes. Tags being the obvious one, but a admin control to make tags visible to workgroups, ie sales guys vs fullfillment.