by Variance InfoTech Pvt Ltd

Dynamic Headers in SuiteCRM helps user to display/highlight most used field of a module. This will reduce time of user to search a field when viewing record. User can also add some coloring to the field as well.

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User Guide SuiteCRM 7.x

Steps For Using Dynamic Headers Features :

Step 1:

To open the Administration Page, Click on Admin tab, as shown in below screenshot.

admin.png

Step 2:

Open Administration page, Click on Dynamic Headers from the Other section.

admin-link.png

Step 3:

In Dynamic Headers page, Click on CREATE link.

createlink.png

Step 4:

On click of CREATE link, Dynamic Headers page will be open, as shown in the below screenshot.

createview.png

Step 5:

Enter all the values and click on SAVE button to save record, as shown in the below screenshot.

editrecord.png

Step 6:

To Update record, click on pencil icon as shown in the below screenshot.

editicon.png

Step 7:

Click on SAVE button, to update record as shown in the below screenshot.

editrecord.png

Step 8:

To Delete Record, click on Bulk Action Button and Select Delete Option as shown in the below screenshot.

delete.png

After clicking on “Delete”, It will show an Alert for Confirmation. Click “OK” Button to Delete Record from Dynamic Headers Configuration Listview.

deleteMessage.png

Step 9:

To Inactive Record, click on Bulk Action Button and Select Inactive Option as shown in the below screenshot.

inactive.png

Step 10:

To Active Record, click on Bulk Action Button and Select Active Option as shown in the below screenshot.

active.png

Step 11:

Now check detail view of the records in that particular module, header is displayed dynamically as shown in the below screenshot.

detailview.png

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