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hiddentrue
DescriptionDefines the default fields generated by the system for default form and newly created custom forms

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Default Fields

Default fields are those fields generated by the system for both default forms and custom forms.

Default Forms - System generated fields - (Identifies (Field Type) if not a text field)
  • Field Reports
    • Subject
    • Date (Date)
    • Work Description
  • Drawings
    • Subject
    • Drawing Number
    • Discipline (Pick List)
    • Design Organization
    • Design Contact
    • Paper Size (Pick List)
    • Drawing Scale
    • General Notes
  • Drawing Packages
    • Subject
    • General Notes
    • Drawings (Collection)
  • Specifications
    •  Subject
    • Specification Number
    • Discipline (Pick List)
    • Design Organization
    • Design Contact
    • General Notes
  • Specification Packages
    • Subject
    • General Notes
    • Specifications (Collection)
  • Punch Lists
    • Subject
    • Item Description
    • General Notes
  • Request for Information
    • Subject
    • Question
    • Answer
  • Submittals
    • Subject
    • Specification Reference
    • Type (Pick List)
    • Submitted For (Pick List)
    • General Notes
    • Submittal Packages
  • Subject
  • General Notes
    • Submittals (Collection)
  • Custom Forms - User created
    • Subject - All newly created custom form come with the system generated field 'Subject'.

    Granting access to a custom field on a form

    When adding a custom field to a form, there is an option to grant access to users or groups on the project as outlined in the process above. If you would like to edit user or group access to an existing custom field, click the "..." button on the form and navigate to "Customize". In the form fields area, click the "edit" icon next to the custom field. On the field access tab, select which user(s) and/or group(s) you would like to grant access to. Click "Save Changes" to complete the process.

    Editing a custom field that's been added to a form

    While system fields cannot be edited, you can edit any custom field you have added to a form. To do so, use one of the following three ways:

    • Project Homepage - Click on the "MORE..." button located on the main title bar on the project homepage. Click the "Configure" button located on the left side of the form name. In the form properties under "Form Fields", click the "Edit" button next to the field you wish to edit. When finished with your edits, click "Save".
    • Form Log - Within the log area of a form: Click the "..." button and select "Customize Form Fields". In the form fields area, click the "Edit" button next to the field you wish to edit. When finished with your edits, click "Save".
    • Form - Within the form, click the "..." button and select "Customize". In the form fields area, click the "Edit" button next to the field you wish to edit. When finished with your edits, click "Save".
     
    Page Properties
    hiddentrue
    DescriptionDefines the default fields generated by the system for default form and newly created custom forms

    Image Added

    (star) Home

    On this page...

    Table of Contents

    Search

    Page Tree Search
    rootPageProjectteam.com Help Homepage

    Default Fields

    Default fields are those fields generated by the system for both default forms and custom forms. Default fields cannot be modified or deleted. All users and groups to whom a form has been shared, have access to system generated fields.

    • Default Forms - System generated fields - (Identifies (Field Type) if not a text field)
      • Field Reports
        • Subject
        • Date (Date)
        • Work Description
      • Drawings
        • Subject
        • Drawing Number
        • Discipline (Pick List)
        • Design Company
        • Design Contact
        • Paper Size (Pick List)
        • Drawing Scale
        • General Notes
      • Drawing Packages
        • Subject
        • General Notes
        • Drawings (Collection)
      • Emails
        • Subject
        • Date Sent (Date)
        • From (Email)
        • To
        • CC
        • Body
        Specifications
        •  Subject
        • Specification Number
        • Discipline (Pick List)
        • Design Company
        • Design Contact
        • General Notes
      • Specification Packages
        • Subject
        • General Notes
        • Specifications (Collection)
      • Punch Lists
        • Subject
        • Item Description
        • General Notes
      • Request for Information
        • Subject
        • Question
        • Answer
      • Submittals
        • Subject
        • Specification Reference
        • Type (Pick List)
        • Submitted For (Pick List)
        • General Notes
      • Submittal Packages
        • Subject
        • General Notes
        • Submittals (Collection)

    • Custom Forms - User created
      • Subject - All newly created custom form come with the system generated field 'Subject'.

    Viewing the properties of default form fields.

    To view details on for either default form fields or user custom form fields, log into your project and under "Project Administration" select "View Project Form Types" under Form Types or select "...More" from the main forms header bar. Select "Configure" for the selected form. The following information will be displayed under "Form Fields":

    • Field Label - The label of the field
    • Field Type - The field type (e.g. Date, Text, Pick List, Collection)
    • Created By - User who created the field. If system generated, 'Non Editable System Field' will be displayed.
    • Created On - Date/Time the field was created. If system generated, 'System' will be displayed
    • Access - Displays users/groups that have access to the field
      • Note: Select "Edit" on any custom field to display the "Field Access" details.