How To: Customise the options displayed in the Info Panel for Stock



INFORMATION icon
The user will need Admin permission to configure the Info Panel.


The Info Panel enables the user to separately configure the desired options for stock allowing access to any fields stored against child items within the selected documents for example the supplier information for stock items and the sites stock is located in, see How To: View the Site Location of Stock in the Info Panel.

  1. Open the [ Stock ] screen and focus on any stock record.
  2. Right-click on the bottom-half of the panel and click 'Select Fields'.
  3. Click on the Dynamic Information Panel child list button button.
  4. In the Choose Fields dialog select the option you wish to configure, in the example below it is the StockSupplierList:
    Choose fields dialog in the Dynamic Info Panel for stock
  5. Click on the Next button button.
  6. In the next Choose Fields dialog click on (default) to display the fields in the right-hand side panel:
    Choose fields second dialog in the Dynamic Info Panel
  7. In the Choose Fields dialog select the option you wish to configure, in this case Supplier.
  8. Click on the Next button button.
  9. In the next Choose Fields dialog:
    Choose fields third dialog in the Info Panel
  10. Click on (default) to display the fields in the right-hand side panel.
  11. In the Choose Fields dialog:
    1. Select the field you wish to configure, in the example above this is Preferred.
    2. In the Display if this field drop-down select as appropriate from:
      • Equals (as per the example)
      • Does Not Equal
    3. Either enter the value in the adjacent field or select from the drop down option, in this case True.
    4. Click on the Add button button to add the value below.
  12. Click on the Next button button.
  13. In the next Choose Fields dialog the user can choose how many items are displayed if the filters configured in the earlier sections have multiple results:
    Choose fields fourth dialog in the Info Panel
  14. Click on the Next button button.
  15. The system describes the options you have configured and allows the user to make any changes using the Previous button button.
    Choose fields fifth dialog in the Info Panel
  16. Click on the Complete button button.
  17. Continue editing the Info Panel or click OK to close the dialog.

See Also


Did you find this article helpful?