Installation Details

📌 Overview

The Installation Details module allows users to view and manage installation-related information for a project, including site conditions, scheduling details, and other custom-defined fields.

This module is fully dynamic and driven by the Custom Fields configuration in the Administrator application. Fields are displayed based on your company’s setup and can be customized in both structure and layout.

Open

📍 Accessing Installation Details

You can access Installation Details from:

• 📁 Project Record

• 🏢 Company Record

⚠️ Note:

• When accessed from a Company, only Company-level fields are available

• When accessed from a Project:

  • Company-level fields = Read-only

  • Project-level fields = Editable

🧩 Module Layout

The screen is divided into two main sections:

🏢 Company Information

• Displays Company-level custom fields

• Editable only from the Company Record

• Read-only when accessed from a Project

• Values carry over to the Project

📁 Project Information

• Displays Project-level custom fields

• Only visible and editable from a Project Record

🧰 Toolbar Actions

💾 Save

• Saves all entered values

• Fields marked with a red asterisk (*) are required

• Save is blocked until all required fields are completed

🔗 Open Company

• Opens the associated Company Record

• Only available when accessed from a Project

🔄 Refresh Fields

• Reloads fields from Administrator configuration

• Use when:

  • New fields are added

  • Existing fields are modified or removed

🖨️ Print

• Generates a report via Telerik Reporting

• Fields are:

  • Grouped by Report Group Name

  • Sorted by Report Sort Order

🧱 Company Fields Layout

• Customize Company section layout

• Requires permission: “Save Form Layouts”

• Saves layout for entire company

🧱 Project Fields Layout

• Customize Project section layout

• Same permissions as Company layout

• Only available from Project Record

✏️ Editing Field Values

Fields behave based on configuration type:

• Text

• Checkbox

• Dropdown

• Date

• Number / Decimal

🔴 Required Fields

• Marked with a red asterisk (*)

• Must be completed before saving

🎨 Layout Customization

Users can fully customize field display using the layout editor.

Open

🚪 Opening the Layout Editor

• Click Company Fields Layout or Project Fields Layout

🧭 Customization Tools

The Customization Form consists of multiple interactive elements that facilitate layout modification. The image and table below describe these UI elements and their functionality.

🌳 Layout Tree View

• Primary editing interface

• Displays layout structure

• Supports drag-and-drop organization

👻 Hidden Items

• Fields not currently displayed

• Can be dragged back into the layout at any time

🛠️ What Can Be Customized

• Reorder fields

• Create groups/sections

• Add headers and labels

• Insert spacing and splitters

• Apply colors and styling

• Show/hide fields

💾 Saving Layout Changes

• Saved as default for entire company

• Applies to all users

➕ How Fields Are Added

Fields are initially created in a basic layout.
Admins or authorized users can then:

• Organize fields into logical groups

• Improve usability and readability

• Customize experience for all users

✅ Best Practices

• Group related fields together

• Use headers (e.g., Site Info, Scheduling)

• Keep frequently used fields near the top

• Use spacing for readability

• Avoid overly complex layouts

📝 Notes

• Company-level layout is shared between Company and Project records

• Layout customization affects display only—not the underlying data