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.