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Adding a Field

After creating the form group and individual forms within the packet, you are now ready to add individual fields to the form.

To add a field:

  1. Click Form Design under eForms on the Tools & Setup window.

The Form Group List page displays, which includes the Form Groups list.

NOTE: You must have permission to access the Forms option. Refer to Adding Forms Permissions to a Permission Group for more information.
  1. Select the Form Group link.
  2. Click the Forms detail tab.
  3. Select the Form Name Link
  4. Click the Fields detail tab.
  5. Click the New Form Field link
  6. Enter the field information.

For descriptions of the fields, refer to Table 10-2 Form Field Definitions.

  1. Click the Save button.

The New Form Field page displays. For a sample of the screen and definitions of the fields, refer to Table 10-2 Form Field Definitions.

To edit a field:

  1. Click Form Design under eForms on the Tools & Setup window.
  2. Select the form group name, and then click the Forms detail tab.
  3. Select the form link whose field you want to edit, and then click the Fields detail tab.
  4. Click the link for the form field that you want to edit.
  5. Make your changes, then click the Save button to save them.
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