Sara Juel
Articles
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The Hidden Items Tab
The Hidden Items view houses formatting tools and a selection of ILLiad Web Reports that you can click and drag to add to your Reports Group. Formatting tools change the look and layout of the pag...
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Reordering Tabs
Primary tabs and Addon tabs on the Request form, Main form, LenderAddress form, and User Information form can be reordered by clicking and dragging them to the appropriate order. This allows you t...
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Renaming and Hiding ILLiad Client Fields
The Field Customizations table in the staff manager allows staff to rename or hide fields from grids and forms in the ILLiad client on a user by user basis. This feature allows staff to hide sensi...
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Customizing the Barometer Report
You can specify which queues are included in the Barometer report, located on the Home page, using the BarometerExclusions table located under System | General in the Customization Manager. The ta...
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Storing Layouts
You can save your customized layouts as XML files and load them or distributed them to other staff in your institution, or even share them with other institutions. The Customization form has ...
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Renaming Field Labels and Tabs
Renaming Field Labels Choosing the Rename option in the Customization Form allows you to change a field name. The name may differ in each module, however the underlying function is the same. Note ...
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Saving Layout Customizations
All customizations made within the ILLiad client are stored based on the logged in staff username. If you customize the layout of the client at your workstation, that layout will appear on an...
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Using the Staff Manager to Copy Layout and Grid Settings and Rename or Hide Client Fields
You can easily copy layout and grid settings from one user to another using the Set Layout and Grid Defaults feature in the Staff Manager. You can also rename or hide fields in the client forms an...
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Accessing the Customization Form
To open the Customization form on the Main page, for example:Right click on any of the tabs or headers in the Requests, Reports, or System Groups and click Customize Layout. This opens the Cu...
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The Layout Tree View
This is a very handy view that outlines where items are on your page. You can click on the item in the Layout Tree View and the corresponding item on the page is selected. Or click on the item on ...