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Forms are categorized by Groups. Forms can only be associated with one Group. To add a Group, choose the Add Group button above the Groups grid. Enter the Group name and select save. You will need to add at least one Group to use the Activity Module.
Working with Templates
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MetaFeild DIY Library for Activity Form Templates
Several template forms are available to you under the Group name Predefined Form Templates (Copy Forms for Use) group that contains various template forms. These Forms cannot be altered, but can be copied into a new Form for you to customize. . To use these templates as a starting point for form creation, you will need to first copy the form. Once the form is copied, you may customize the copied form to customize it according to your unique business needs.
Adding a New Form
To add a Form, first you must select the appropriate Group to which the From will be assigned. Choose the Group and select the Add Form button. Enter the Form name and choose save.
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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 By Form, Unique By Project and Form, Unique by System, 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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