Adding & Editing Fields

1. Once you have created a section you are now able to add fields.

2. Click on the + icon under near the section to add a field.

3. Enter the Field Name, Description (optional), Select a Field Type, Validation Type, Workflow Type, and whether you want the field to be required, admin only, & photos/comments allowed.

  • Check required if the field must be filled in by a user
  • Admin only indicates that the field is only shown to users with Admin access
  • Check Photos allowed if the user is able to attach photos
  • Check Comment allowed if the user is able to add comments to the field
  • Copy this when copying projects: the data in these fields will only be copied over if the user checks the box for copy flagged fields

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4. For an explanation on Conditions please refer to this guide.

5. Click Save when done.

6. A new field can be inserted "in line" by clicking on the 3 dots next to the edit icon. You can also make a copy of the field, copy a different field, or add cost fields for a service.

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