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Any iTWO cx Any RIB CX Form or controlled document can have additional fields that allow you to capture and categorise information.

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User Field Types

TypeDescription
Text boxSimple text box.
SelectDrop down list of options. For how to input User Field Options Click Here.
Cascading SelectMulti level list that allows you to configure complex structures in a list, eg. Building A/ Level 2 / Apartment 15. For information regarding how to create click here.
DateAdds a Calendar date to the form for example. Milestone 1 - 15-APR-2019.

Radio

Adds a set of radio options where user can only select one eg. Cost Impact Y / N. For how to input User Field Options Click Here.
CheckboxAdds a set of check-boxes where user can more than one option. For how to input User Field Options Click Here.
ContactContact picker that allows you to select other project participants. Good for assignment of responsibility.
AttachmentThis is an additional attachment field on the form. Good for inline attachment of specific files.
FormAdvanced field that that creates specific forms and links to the parent form. Good for controlling processes.
NumberLike the text box but only allows Numbers.
CurrencyLike the Number field but adds currency formatting.
Attachment ListA special user field type that lets you upload attachments and files to.
Document ListA special user field type that can be used to link other iTWO cx RIB CX Forms as well as supporting the creation of other iTWO cx formsRIB CX forms. For how to configure a Document List User Field Click Here.
Budget LinkA special user field that allows you to link to a Budget and a line item within that budget which returns the approved Budget amount of that line item. For how to configure a Document List User Field Click Here.
Bidder Contact ListA special user field that allows you to connect to the Tender Database on your project to fill out a form with bidder details directly from the Tender Database. For how to configure a Document List User Field Click Here.
CoordinateA special user field that can be used on any form to capture GPS information. Currently this user field only works with the iTWO cx RIB CX Mobile App.   For how to configure a Document List User Field Click Here.
SignatureA special user field that enables users to insert a signature onto a form. For how to configure a Document List User Field Click Here.

Configurable Options for

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User Field Type

1. To change any of these configuration items simply change them as needed.

2. Click Update.

Where the width (w) and height(h) of the field can be set. Applies to TEXT, SELECT, DATE, CONTACT.  

Size (w) 
OptionsDescription
GENERAL TAB
Basic Settings
CodeSpecify a unique code for the User Field. The code MUST be entered in UPPER CASE. The code is not normally seen by any users of the system. The code is used to sort the User Fields into an order on the form. Is CommonTick this if the User Field  is common to all forms. This will make the user field appear on all forms. For more information click here.
DescriptionA short description of the User Field, displayed on forms.
PromptHelper Text Enter a hint which will pop up when a user hovers over this field on the form.
Type

The type of user field, e.g. a text box (TEXT) or select list (SELECT) or radio buttons (RADIO BUTTONS).

Always Editable - means this field will be editable by ALL.

Locked after first set - means that the field is locked whether you save it as a draft or issue (submit) it.  Will not be editable at all.

Locked after first submit - means that if you save the form as a draft you are still able to edit it.  Once you issue (submit) the form it will be locked and not editable at all. 

SizeFormat
Size

Set the width (w) and height(h) of the field. 

Width - where the width of the select list field can be set. The width is determined by the width of the widest item in the list.  Setting w = 0 will scale the field to the width of the window displaying the form. 

Size (h)Height - where the height of the select list field can be set.  Setting h = 1 makes the select list a dropdown list.  Setting "h" to a higher number creates a scrolling list. Setting h = 0 will scale the field to fit the window displaying the formApplies to TEXT and SELECT user fields. 

FormatWhere you may specify the Display

Specify how field types appear on the form.

For Number User Fields choose how many decimal places and whether to have 1000s separator (,).

For Select, Radio and Cascading User Fields"

Separator - where you specify a character to use as the separator between the selected options (when allowing multiple).

  • Display (Code) - tick to display the option Code on your Form.
  • Display (Description) - tick to display the option Description in output On your Form. 
  • Last Item Only - for cascading user fields only - - select whether to display Option Name, Option Code or Both on your form.
  • Sort By - select whether you want your options to sort by Option Name or Option Code. 
  • Separator - choose either : or - as a separator on your form when allowing users to select multiple options.

For Cascading User Fields

  • Last Item Only - toggle this on to display the last item selected only.
  • Limits - Allow Multiple - specify if more than one option may be selected at a time in the select list. 

For Contact User Fields choose UserID to display the person's user ID or For Contact User Fields

  • Choose either UserID to display the user's user ID or Name to display the
person's name.
  • user's name.

For Checkboxs & Radio Buttons

  • Graphical - toggle this on if you would like the radio buttons or check boxes to display on the form when nothing is selected. 
Limits

For Currency and Number User Fields

  • Set a Minimum Value and a Maximum Value to ensure the value entered is within that range. You can also choose the number of Decimal Places you want to limit your currency to.

For Text User Fields

  • Set a Minimum and Maximum Character Length to limit the characters a user can put into the text field. 
Date Format

This is for Date User Fields only.

Choose from the drop down list how you want your time to appear or not to appear on your form.

You may also edit the date format in the text box below Date Format. 

Time Format

This is for Date User Fields only.

Choose from the drop down list how you want your date to appear on your form.

Mode and Colour

This is for Coordinate User Fields.

Select from the drop down either Pin or Polygon and choose a Colour.

Default Value

Where you can specify or choose a default value or option for this field.

Limits

Text Type User Fields - Where a maximum (Max) and minimum (Min) number of characters the field may contain can be set.

Select and Cascading User Fields - Tick the checkbox to allow users to select more than one option.

RequiredSpecify that

Security

When can you edit?

Always Editable - means this field will be editable by ALL.

Locked after first set - means that the field is locked whether you save it as a draft or issue (submit) it.  Will not be editable at all.

Locked after first submit - means that if you save the form as a draft you are still able to edit it.  Once you issue (submit) the form it will be locked and not editable at all. 

Advanced Settings
CommonToggle on if you want the User Field to be on more than one form and is a User Field that requires Options.  This way you will only have to update the options on the common user field once and all forms that contain the common user field will be updated. For more information click here.
Excluded

Toggle on if you do not require the Common User Field on the form that you are configuring. 

(DO NOT RETIRE a common user field unless you DO NOT require it anymore.  Retiring a common user field will mean that no form will be able to use this user field.)

RequiredToggle on if this field is required.  This is also known as Mandatory.Disable on PDASpecify whether the field should appear on iTWO cx   For more information click here.
Available on MobileToggle on if you require the user field to appear on your form on RIB CX Mobile.
Update Parent when Changed?
When Toggle on so that when splitting from a form and the user field is updated, do you want the user field to be is updated on the original form (the form you split from).
Do Not Automatically Populate this Field When Splitting
Toggle on if you do not want the user field to automatically populate when the split/custom split/ or Status triggers are set. 
Is Mapping User FieldConfigure Toggle on if you require a mapped contact per option in for this user field (Applicable only to Select, Radio, Checkbox fields). For more information click here.
Comma Separate (10,000).
Do Not Automatically Populate this Field When SplittingSpecify whether the field should be automatically populated when the split/custom split/ or Status triggers are set. 
Calculation Allows you to perform simple calculations based on the user fields on a list control.Toggle on if you would like to have a comma between the thousands etc.
Apply to All Form Types

Toggle on for Document List User Fields if you would like to be able to add all form types into the document list user field on the form.  

Toggle off if you would to restrict the document types you can put into the document list user field.  Enter the form types in the Restrict to the following Document Types box under Format in the General tab of the Document List user field. 

Allow MultipleToggle on if you would like users to be able to select more than one option for a select, radio, cascading or checkbox user field. 


Tip

You must be a Project Admin to configure user fields.

The User Field Editor

The User Field Editor enables you to add your own defined User Fields to your Form Types, edit them and update them. 

1. To get to the User Field editor, go into Configure and then Document Form Types.

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2. Choose the form you wish to edit the user fields on.

3. Click Edit USR under the "User Fields" section.

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4. The User Field configuration page will open. It will list all the custom fields on your Form.

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5. Select the user field you would like to check.

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  • Are the custom field descriptions correct?
  • Are the correct fields marked as required?
  • Is the access to these fields set correctly for your project?
  • Are the options required all available for Select, Checkbox, Radio button field types?

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7. After confirming all the details you can close the pop up.

8. You can edit the fields yourself and click Submit or contact your Account Manager.

Note

Refer here for more information on how to edit user fields.