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Table of ContentsPages
Table of Contents
Child pages (Children Display)

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Info
titleActivity Number Default Setting

When Activity Number defaults on a Form, it is automatically configured to assign a new Activity Number that is unique per form and project.

You can change this default setting so numbers are assigned Unique per Form or Unique per Project. You also may remove this setting, which will allow the user the option of adding the Activity Number manually.

 

Creating a New Form from an Existing Form

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StepDescriptionExample
1.Find the Form you want to copy and choose the copy icon.
2.Copy Form dialogue will open. Enter the new Form name and select the appropriate Group to which the new Form should belong.
3.

Select the fields you would like copied.

The default fields for Activity Number, Technician and Date must be copied when creating a new Form.

Info
titleDefault Settings

For the fields that default on a Form, the Field Settings show below will also default when you are creating a new form.
You may alter this default behavior by removing or altering the Field Setting.

Activity Number - Unique per form per project

Date - Default the system date

Technician - Default to the current logged in user

4.Select Save.

 

 

Adding New Form Fields

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