Protect Existing Data in a Field

Allow users to add information to a large text field while protecting the data that was already entered.

TextArea fields can be used for comments, conversations, explanations... anything that involves large blocks of text. When a record is updated using the Task operation, the field can be configured to keep existing data safe via the following properties:

• Append: Setting this option to "Yes" will only allow information to be added to the field.
• Show Current Text: This option will display the field so the user can see what's already been entered into the field.

To set these properties:

1. Login as Admin and click on the Admin icon.
2. Click on the Workflows link.
3. Select the desired workflow in the pulldown at the top.
4. Locate the State section and click on the Manage link to the right.
5. Click on the state that contains the transition you wish to modify, then click on the Transitions button.
6. Click on the Task Fields button.
7. Click on the desired field, then click on the Edit button.
8. Set Append and Show Current Text to "Yes" and click Update to save the changes.

More information about Task Field Properties for TextArea fields can be found in the Online Help Guide.