Help

The hub: Edit view

Change which fields a screen shows, what each is called and the order they come in, for yourself, a role or the whole business, with the screen drawn beside the list as you change it.

Getting started

These are the steps in the order somebody would do them. The same list is on the page: open the Keyway hub, choose Edit view, and press F1 or the link reading "How this works".

1. Choose the tool in the first box, then its screen

The first box lists every tool this business holds whose screens have reported their fields. Pick one and then a screen, and its fields are listed with the screen drawn beside them.

2. Untick, rename or move a field

Untick a field to hide it, type your own name for it, or move it up or down within its part of the screen. A field the work needs stays drawn and says why.

3. Press Undo to step back one change

Undo takes back the last change, and the one before it. Nothing is written until you press a Save.

4. Save it for yourself, a role or the business

Save for me changes only your own screens; Save for role and Save for the business change everybody's who holds them. A layout is never a permission: a hidden field is still kept back or shown by the access a person holds.

When there is nothing here yet

No tool has shown Keyway its screens yet

A tool tells Keyway which fields its screens have the first time it opens on this machine.

First thing to do: Open a tool from the Tools page, then press Refresh here.

If you get stuck

Write to support@keywaysuite.com. We answer within one business day.