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Panels are used nearly every time that any record, task, document, or other item is added to SmartAdvocate, or when editing existing records and items. A panel is a rectangular structure, generally much smaller than the browser window, that when opened appears over the SmartAdvocate page you are on. Some panels prevent you from performing any action elsewhere on the page while they are open; others do not. Most panels consist of a set of fields, which are individual places where information can be entered or choices made within the panel. There are panels for actions other than adding or editing items, but the vast majority of panels are used for adding and editing. This manual refers to such panels as Add/Edit Panels. In general, if there is a panel for adding some item to SmartAdvocate and a panel for editing that same type of item, the panels appear identical or nearly so, and their fields function the same way. For that reason, this manual will generally describe the adding panel for an item and the editing panel for that item as if they were the same panel (i.e. the Add/Edit Panel for that type of item). If there are differences in the content of the two panels, they will be noted within the panel description.
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Individual fields in panels will be described with some or all of the following information:
Field Type: How the field accepts input. See Field Types, below, for a description of each of the types used in SmartAdvocate.
Meaning: The information the field is intended to contain.
Required?: Whether it is necessary to enter something into the field. If a field that is required is left blank, SmartAdvocate will not allow the item to be saved; it will either flag the field with a warning icon, declare an error, or both. Most required fields are distinguished in the panel by an asterisk next to the name of the field. However, this is not true in all cases; some required fields do not have asterisks, and some fields with asterisks are not required.
Related Links: Links to other pages in the manual where an aspect of the field is described. This descriptor is often used for dropdowns where the set of options is drawn from a pick list in the Picklist Maintenance administrative page.
Options: A list of the possible selections in the field. This descriptor is used for dropdowns and radio buttons where the set of options can be efficiently listed or described and is not directly modifiable by the user.
Other Notes: Any notes or warnings that help describe the field.
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