Work with Forms

Maintaining and managing user input (project information) is the keystone to working with Forms.  How you design your forms greatly determines the outcome of your business process flow. 

The system enables you to build custom forms, capture data from the field, auto-complete(prefilling) forms, customize error messages in form validations, and so on.

In this Article:

➤ Form Builder Overview

  An outline on using Form Builder to track large volumes of forms needed in day-to-day business operations. 

➤ Add and Edit Forms

Learn how to add and customize a form

➤ Customize Error Messages in Form Validations

Know how to input the exact type of data necessary for form submission with guided custom error messages.

➤ Add Help Text to Form Fields

Define the Help Text for any field on any form to prompt users to enter relevant information.

➤ Configure Reference Table and Auto-complete Fields

Configure the standard controlling fields and the dependent fields that automatically displays data as per the selected (reference) value.

➤ Search, Filter, Customize Columns, and Table Views

Configure tables at various levels to view only the data appropriate to you and the projects.