Renaming user fields to link/unlink from the Form
When renaming a user field you now have the option to link the new code with the form or to unlink the new code from the form.
If you choose to unlink the user field from a user field code can sometimes be required if the user field is already in use, and you need to change the type from say a select user field to a text user field.
1. To get to the User Field editor, go into Configure and then Document Types.
2. Choose the form you wish to edit the user fields on.
3. Click Edit USR under the "User Fields" section.
4. Click on Rename.
5. Select the user field you want to rename.
6. Give it a new code.
7. Update Form Layout with New Code Tick Box:
- If you choose to link the user field by ticking the check box, the form layout will be updated with the new code.
- If you choose not to link the user field to the form you can recreate a new user field with the old code and it will automatically link it with the form.
8. When finished, Click Rename.