Saturday, October 20, 2018

Create a Help Field for Transaction Line Fields

The user wants to have a Help field in the Time Tracking form to provide the users additional note on how to fill out the form. Since Time Track form does not have this field by default, an option is to create a custom field for the same purpose.


1. Navigate to Customization > Lists, Records, & Fields
Transaction Line Fields > New.
2. Enter a Label > e.g. Help Field
3. Set
Type = Free-Form Text or Text Area 
Please refer to Custom Field Types for more information about different field types.
4. Check the box for Store Value.
5. Under 
Applies To tab, check the box for Time.
6. Under
Display tab, users can enter the information that will serve as Help in the Help field.
7. Under 
Validation & Defaulting tab > Default Value > enter anything that describes the field.
8. Click
Save.

Edit the Time Track form by navigating to
Customization > Forms Entry Forms > click Edit on preferred Time Tracking form > under Fields tab > set the Display Type to Inline Text for the custom field you just created.

 

No comments:

Post a Comment