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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. 

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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.

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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. Click on Rename.

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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.

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