MANAGE USER-DEFINED FIELDS

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This section allows you to add a specific field to the user-defined forms you have created for your organization.

To apply/use field in a form
  1. On the Administration menu, select Manage User-Defined Forms.
    The User-Defined Forms page displays.

  2. Click the Edit button next to the form you want the field to appear. This should be the same as the Data Entity Type you selected.
    The Edit User-Defined Form page displays.

  3. In the About section, select the Active checkbox to make this form active and or clear the checkbox to make it inactive and use the existing ProClass form.

  4. In the Sections below, click the Edit button beside the section of the form you want the field to be added or displayed.
    The Edit User-Defined Form Section page displays.

  5. In the Available Fields tab, you will see a grid of the fields that was created but is not yet added to this from. Select the checkbox next to the field you have created or the field/s you want to be added to the form. Then click the Add Selected Fields link just above the grid.

  6. Click the Save and Return button on top of the page.

NOTE: In order to view the user-defined fields, make sure that the form where you are adding the fields to should be set active.

To delete a User Defined field
  1. On the Administration menu,select Manage User-Defined Forms.
    The User-Defined Fields page displays.

  2. Click the Edit button next to the field you want to delete.
    The Edit User-Defined Field page displays.

  3. Click the Deletebutton at the top of the page.

  4. Click Yes to confirm the deletion.