HR Assistant Configuration

Usage

Use this tab to determine what steps, fields, and tables are available in the assistant.

The tab is divided into 2 areas: the step list on the left and sub-tabs on the right.

The step list displays all steps currently active for the selected assistant configuration.

Different sub-tabs are available depending on the currently selected step list element:

If you select the name of the assistant configuration (located at the very top of the list), you will gain access to the Configuration Steps tab.
If you select any of the steps, you will gain access to Fields and Layout tabs.

Sub-Tabs display information about the currently selected element from the step list.

The Configuration Steps tab is available if you select the name of the configuration from the step list. It displays every step available for the assistant. You can enable and disable particular steps as well as change their order. Any changes on this tab will alter the list of active steps on the left.
The Fields tab is available if you select any step from the step list. It displays every field available for a particular step. You can enable and disable particular fields as well as change their order. This tab also displays tables used in an assistant. Each table is marked with a + sign and can be right clicked to view and edit its columns.
The Layout tab is available if you select any step from the step list. It shows what the step will look like in the assistant. You manually move the fields around using a dialog box invoked via a right-click action.

Following right-click actions are available

On the Configuration Steps tab:

Change Field Order - opens the Configuration Step Order dialog box where you can change the order of assistant's steps.

On the Fields tab:

Default Layout - restores the default settings of the step.
WARNING! Clicking this will make you lose all of your changes!
Change Field Order - opens the Configuration Field Order dialog box where you can change the order in which fields are displayed.
Table Columns - opens the Table Columns dialog box where you can define what columns will be enabled/mandatory in the assistant's table.
Note: This setting is available only for table fields marked with a + sign nest to their record.

On the Layout tab:

Save Layout - saves the field layout of the currently selected step.
Default Layout - loads a default layout of the currently selected step.
WARNING! Clicking this will make you lose all of your changes!
Change Field Location - opens the HR Assistant Step Layout dialog box where you can change field layout of the currently selected step.

For the description of each tab in the window, follow the appropriate link: Configuration Steps, Fields, Layout