Amending linked fields

Linked fields can significantly cut down the time and user input required to make a booking.

When a user enters a booking code (in the Booking screen) which matches a pre-defined value, the other linked fields (up to 10) are automatically populated with pre-defined data. The "trigger" field is known as the Key Field and is always a booking code. The associated Link To fields include sender information and most of the Collection/Delivery panel data.

Providing that the Key Field/Data combination is used once only per account, the same Link To/Data combinations can be re-used as many times as required in the same account or multiple accounts. Individual sets of links can be amended/deleted by administrators who have adequate account/consol code permissions

Before you start

1.	You must have administrator privileges for the consol code(s)/account(s) for which you need to maintain linked fields.

2.	Identify the consol code(s)/account(s) which will be added to/removed from this set of linked fields.

3.	Identify changes to the Key Field, Booking Code, the "trigger" data and associated Link To fields and data.

4.	Check that the modifications do not clash with existing linked fields.

Actions

1.	Select ADMIN > View /Amend Linked Fields.

The system displays all the accounts and associated linked fields that you are permitted to access.

2.	Click one of:

a)	View: displays all the linked fields for the selected consol code(s) / account(s) in read-only format.

b)	Amend: displays all the linked fields for the selected consol code(s) / account(s) enabling you to add, modify or delete individual linked fields. You can also modify the Key Field and its data.

If you choose Amend, go to step 3.

c)	Delete: removes the whole set of linked fields for the selected consol code(s) / account(s).

3.	Go to the Account Details panel. Find and move the required account(s) to the Selected Items list.

4.	Amend the Key Field and related Data field as necessary. The field constraints are listed in Linked fields.

5.	Check the existing linked fields:

a)	Click Delete to remove existing linked fields one by one.

b)	To modify an existing linked field choose a different item from the Link To dropdown list.

c)	Type the required value into the related Data field. The field constraints are listed in Linked fields.

d)	To append more linked fields, click Add Next and define the Link To field and related Data field.

6.	Click one of:

Save (save and stay on the same page) / Save & Close (save and leave the page) / Close (cancel the changes).