You can select which fields are available on each form
To set the fields for a form:
- Login to the
workgroup
as Admin
- Click on the Admin icon
- Click on the Forms link
- Click on the Fields button to the left of the form
to which you want to add fields
- The Fields Used By This Form column contains
any fields that are currently used by the form. The fields
PRN, Status, Reported By, Assigned To, Deleted? and Product
are used by every form and cannot be removed. Fields
marked with a * are fields that use
global properties and can be managed in the Fields
section. If you wish to change a field
such that it no longer uses global properties, edit
the field's properties.
The fields in the Available Global Fields column are
fields that are not currently used by the form.
To add a field to the form, click on the field in the
Available Global Fields column, then click on the
Add button. To remove a field so that it is no longer
used by the form, click on the field in the
Fields Used By This Form column, then click on
the Remove button.
A new field can be added by clicking on the Add Global Field
button. Review the Fields
Help section for details about adding a new field.
- Click OK to return to the Forms page.
Removing and Re-adding Fields to a Form
When a field is removed from a form, all values in that field in the records
created using that form will be removed. If later the field is re-added to the
form, the field's value in all records created using the form will be set to
its default (the old values from before the field was removed will not be preserved).
Values of the field in records created using other forms will not be affected.
Editing Field Properties
The fields that are used by a form can have Global Field Properties
or be modified such that they have different properties when the field
appears in each form. Global Field Properties are the properties
set for the field in the
Fields section.
To edit a field's properties from the Fields section of a form:
- Login to the
workgroup
as Admin
- Click on the Admin icon
- Click on the Forms link
- Click on the Fields button to the left of the form
to which you want to edit fields
- Click on a field in the Fields Used By This Form column,
then click on the Edit button
- The properties of the selected field will be displayed. When the
box for the property Use Global Field Properties is checked,
this indicates that the properties set for the field in the
Fields section
will be applied to this field on all forms. Unchecking the box for the
Use Global Fields Properties option will allow you to set the field's properties
for the selected form. An explanation of the available properties for the fields
by field type can be found in the
Fields Help section.
- Click OK to save any changes to the field properties
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