Text Management - WebTMA 5

Path: Admin > Text Management

If you don't use the default hierarchy names (division, region, district, etc.) or other labels, you can change them to reflect your organization's terms using Admin > Text Management. Your new term appears in the Custom Text column on the window.

You have the option to change the nomenclature on a selected form or all references throughout WebTMA. This includes buttons, toolbars, windows, tool tips, and any other place where the term occurs. Use caution if you elect to make global changes.

The window identifies the Form name, Control, Default Text, and Custom Text.

The Text Management window includes the following instruction "To set empty word, Use {empty}." This procedure applies to one specific use. It is not needed for most fields, e.g., if you hide a field, the label is also hidden. See the topic Empty Labels on page 23 for full information.

Review each change carefully to be certain you have the correct form and type of control you want to change.

One exception to creating labels is the UDF (User Defined Fields) Tab. Each organization can create and use fields for their own purposes. The labels for these fields are created from the various Types in Organization > Lookups.

How to Change Labels in WebTMA

Use these instructions to replace specific words on some or all WebTMA forms.

1. (Optional) Select a Form if you want to limit changes to one form. Leave the field clear if you want to find all instances of the text entered in step 2.
2. Type the term or character string in the Current Text
3. (Optional) Click the appropriate check box to refine the search to Match Case, Exact Match, and Custom Text.
4. Click the Find button on the window, and WebTMA returns a list of places where the term appears.
5. Type your revised text in the Updated Text
6. Click to mark the check box of all Forms you want to change. Note: Click the check box in the grid header (to the left of the Form label) to replace all instances of the term.
7. Click the Update button to replace the default term with your new term. Your new term is shown in the Custom Text
8. Click Save on the WebTMA toolbar to save your change.

The new term is visible when you view any of the forms you checked.

How to Locate Changed Text Terms

To locate forms containing the new terms:

1. Navigate to Admin > Text Management.
2. Type the desired text in the Current Text
3. Click the Custom Text check box.
4. Click the Find button on the window.

All forms that contain your custom text are displayed.

How to Delete Changed Terms

1. Navigate to Admin > Text Management.
2. Type the desired text in the Current Text
3. Click to mark the check box of all forms you want to change.
4. Click the Clear
5. Click Save on the WebTMA toolbar to save your change.

This removes your changes from the Custom Text column.

Empty Labels

The Text Management window includes the following instruction "To set empty word, use {empty}." This procedure applies to very specific uses. It is not needed for most fields, e.g., if you hide a field, the label is also hidden.

Fields that show tax rates are the only application for {empty} because the label itself includes fixed text as well as a variable that displays the selected tax rate. When no tax rate is selected and {empty} is not used, the field displays the fixed text alone.

If you use tax rates, you may want to remove the fixed text and display the tax rate only. If so, follow the instructions in How to Change Labels in WebTMA above and insert {empty} in the Updated Text field.