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
    •  
  • Specification Packages
  • Punch Lists
  • Request for Information
  • Submittals
  • Submittal Packages
    
    
• 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".