The document list user field (also known as related user field) allows you to create a new, link existing or download forms within a list table row.
Create New Document
1. Click on the 3 horizontal lines in the document list user field.
2. Click on Create New and select the form type you want to create from the listed.
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To add forms to the Create New list, refer to Custom Split for Forms |
Link Existing
1. Click on the 3 horizontal lines in the document list user field.
2. Click on Link Existing and search for forms to link to the row by using the keyword search box or clicking on the 3 horizontal links Existing.
3. Select from the list by hovering over the form and clicking on the Plus sign. The forms highlighted green will be added to the document list user field. Click on the Red X if you do not want the form to be added.
The forms will be added to the document list user field. To remove a form from
4. Use the keyword search box to search and add forms to the row or click on the 3 horizontal lines (in red square) to open up the goal global search tool.
Click on the Menu icon
This will open the Associate search window. Giving you access to the full set of criteria for searching.
Once you perform your search. Add the results you require, and click save
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For more about the Global Search Tool Click Here. |
This will add these documents to the Linked Related Document area. From here select the ones you wish to associate with the row
List user field.
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