GoldMine Web (GMWEB) - Fields in custom screens are shown by the alphabetical order in GoldMine Web and not as they are shown in GoldMine, how can this be changed?

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    Details

    GoldMine Web (GMWEB) - How to force a certain field order for the fields on a custom screen? Fields in custom screens are shown by the alphabetical order in GoldMine Web and not as they are shown in GoldMine, how can this be changed?

    [STEPS TO REPLICATE]
    1. Log into GoldMine Premium Edition with Master rights
    2. Browse to the Fields tab
    3. Right Click > Screens Setup
    4. New Button
    5. Screen Name = Test (leave the rest as default for this scenario)
    6. OK > Close
    7. Right Click > Select Test from the available screens
    8. Right Click > New Field
    9. From the drop down list select Userdef09 > OK
    10. Place the Userdef09 on a desired place on the screen
    11. Double Click on it > OK
    12. Repeat steps 8.-11. also for Userdef16 and Userdef03 and make sure they are placed in order under the Userdef09 field
    13. Exit (the screen designer)

    - The GoldMine Premium screen shows now as



    14. Restart IIS
    15. Log into GoldMine Web
    16. Browse to any contact in GoldMine Web
    17. from the Drop down for the custom screens > Select Test
    18. Review the displayed field order

    [RESULT]
    Although Userdef09 is placed in GoldMine as first, Userdef16 as second and User03 as third field the order seems to be alphabetically Userdef03, Userdef09 and Userdef16 in GoldMine Web




    How can the same field order be forced or customized for GoldMine Web as the fields may follow a logical work flow for the users?


    Resolution

    - The field order for custom screens can be  customized from GMPE/GoldMine Connect  2015.1 onwards and is related to  the field order in the Field Properties > Layout >  Position within GoldMine Premium Edition
    - This is documented in the Release notes as 'Fields on custom screens in Contact record are ordered by tab position set in GoldMine Premium.'
    - This  means the customization for GoldMine Web needs to be done with the Tab  position of the fields within GoldMine Premium Edition.

    [STEPS]

    - It is strongly recommended to have a full running backup of the GoldMine database
    - It is also strongly recommended to have a printout of the screen and mark on paper the  desired tab order


    1. Log into GoldMine Premium Edition with Master rights
    2. Browse to the Fields tab
    3. Right Click > Select the desired custom screen
    4. Right Click > Screen Design
    5. Double Click on the first (desired) field on the screen - this will open the Field Properties dialog for this field
    6. Layout tab
    7. In the right lower section Field Order set the desired Position (Tab order)




    8. OK
    9. Repeat steps 5.- 8. for each field on the screen and provide the necessary and desired tab order
    10.  Once finished for all fields on the desired custom screen, it is  recommended to verify the tab order by setting the cursor into the first  field and then go through the screen via the Tab key and verify that  this is now the desired tab order
    11. When this was tested successfully, make sure to restart IIS so that the changes will be also taken over by GoldMine Web
    12. Verify the display now in GoldMine Web