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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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To move a field, select the moved icon next to the Field. Then select the location to which you want your field moved.
Creating a Report Type
When you are ready to begin work on your Report, you will first need to define a report type.
To do this, select the Create Report Type button above the Form Fields.
Once you select the Create Report Type button a popup will appear. You will need to complete all required fields and save your parameters. See Reports - Settings for more information.
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| Once saved, Report Type settings can be controlled from the Form Designer screen as well as the Report Setting screen in Administration. |
After the Report Type has successfully been saved, the Report Designer button will appear. See Reports - Report Designer] for more information.