Add Page Tricks

Use features available for different field types to customize your Add Page.

Set Field Order

You can control the order of the fields using the Order property:

1. Login as Admin and click on the Admin icon.
2. Click on the Fields link.
3. Click on the Edit button to the left of the field you wish to modify.
4. Set the order relative to other fields. Fields with the same order value will be displayed in alphabetical order.
5. Click OK to save the change.

Use Different Display Styles

Pulldown and YesNo fields have different styles available.

Pulldowns can be displayed as a standard Pulldown, Radio or Vertical Radio. There is also a "Search" style that allows a key word search to be used to locate menu items quickly when there are a large number of values.

YesNo fields can be displayed as a standard Pulldown or Checkbox.

To set the Display Style property:

1. Login as Admin and click on the Admin icon.
2. Click on the Fields link.
3. Click on the Edit button to the left of the field.
4. Change Display Style and click OK to save it.

Field Help

Provide information about how to use each field by providing a Help Description.

1. Login as Admin and click on the Admin icon.
2. Click on the Fields link.
3. Click on the Edit button to the left of the field.
4. Enter text into the Help Description and click OK to save it. Tags can be used to format the text in bold, italics or different sizes.
5. Click OK to save the changes.

Show Different Fields Based on User Group

The Add Page can be set up such that specific fields can be shown/hidden based on user group. For example, you may want to keep the form simple for end users by having them fill out only a handful of fields. Show additional fields to internal users to gather more information when they add records. This is done using the Field Visibility option explained in this blog post.