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How to Simplify the Activity Forms User Interface?

Bibek Mani Acharya edited this page Apr 6, 2020 · 1 revision

What is Simplify UI

Simplify UI is a pro feature and as its name suggests, aims to simplify the activity forms by removing repetitive form elements such as Narrative.

How to activate Simplify UI

Go to settings, from the top menu, select Simplify UI and choose the settings as per your need. Screen Shot 2020-04-06 at 13 14 16

The types of Simplify UI Settings are listed below.

1. Narrative Subelement

This will show only one instance of Narrative in all fields. It will also remove the add-more feature and language to make the entry process easy.

Click on the Narrative Subelement checkbox to hide the Language input box

Before Simplifying UI
Screen Shot 2020-04-06 at 13 15 47
After Simplifying UI
Screen Shot 2020-04-06 at 13 15 57

2. Simplify Sector

Most of the organizations work only on specific sectors. This settings will allow users to select the default sector vocabulary so that they don't have to select the vocabulary on the Sector Element every time.

Select your default Sector Vocabulary from the drop down and click on the Simplify Sector Form to make it active across all the Sector Element Forms.

If you want to show the Sector form only in Activity level or transaction level, you can click on the checkbox on Show sector only in settings and select Activity or Transactions.

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