Add a new Field to a form

  1. Go to System Tools > Utilities > Apps > Other Forms.

  2. In the list of forms, select the arrow beside the form you want to edit and choose Fields.

    A screen listing the fields and their properties displays.

  3. At the bottom of the screen, select Create New.

  4. Complete the screen, using this table as a guide:

    Field Description
    Heading Enter a form description or add a subheading. To format your text, select the HTML editor.
    Section Complete this field if you have selected section-based permissions.
    Name Enter a field name.
    Type Select the field type from the list.
    Notes Enter any explanatory notes for the field.
    List view Select this if you want the field to appear in a list view on the form.
    Mandatory Select to make the field mandatory.
    Report Select this box if you want to include the field in reports (automatic reports generated in System Tools > Other).
    Report Filter Select the required filter from the list.
  5. At the bottom of the screen, select Save to add the field.