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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. When the form is added, three fields will default into your Form: Activity Number, Technician and Date. These fields are required by the system and you will not be able to remove them. You can change the field label that will be presented to your users or various other attributes of these fields. You may also choose to not add these default fields to the Report.
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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
You have the option of copying an existing Form to create a new Form. When copying a Form, Fields and Field attributes are copied; as well as the Report settings. To copy a form, follow the steps below.
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Once you have added your Form, you are ready to begin building out the fields that display on your Form. This will be done in the Form Designer section of Administration. For more information on working in Form Designer, see Form Designer.
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