User Fields
As with the other elements, User Fields can simply be dragged from the Left Panel and placed on the grid as desired.
Create
In this section, you can choose to Create a new User Field directly within the Form Editor.
To create a new user field, switch to 'Create' to view all of the user field types available for you to add to your form.
User fields will show their code when you hover over the label. This is useful when one or more of your user field descriptions are the same but the code is different.
Link Existing
You may also choose to Link Existing User fields. Switching to this tab will show you any existing User Fields for this Document Type.
For forms which may have multiple same/ similarly named fields, hovering over the field in the left panel will display the User Field Code and Full Description to make placing the correct user field easier.
'Edit Details'
Within the Form Editor, you also have the option to 'Edit Details' for each of the User Fields.
This is a quick way to access the user field configuration to update details such as description, options, height, display format, etc. from right within the editor.
User Field Types
Type | Info |
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Text | Defaults to Plain Text For Rich Text, in the user field settings set the width to 100% and the height to 2 (or above). For Text Wrapping, the height will also need to be above 1 Best display width depends on expected data input |
Number | Displays Numbers Best display width depends on expected data input, typically fits 1 cell |
Currency | Displays numbers with Currency formatting Best display width depends on expected data input, typically fits 1 cell |
Date | Displays a Date input User Field Displays best when width: 2+ cells |
Select | Displays as a Drop-Down selection, options must be configured for the user field Displays best when width: 2-3 cells, depending on length of option names |
Radio | Displays as Radio Button/s, options must be configured for the user field If Multiple Options: |
CheckBox | Displays as Checkbox/s, options must be configured for the user field If Singular Option: If Multiple Options: |
Contact | Displays a Contact input User Field. Displays best when width: 3 cells |
Displays as a Multi-Level Drop-Down selection, options must be configured for the user field Displays best when width: 2-3 cells, depending on length of option names | |
GPS Coordinates Displays best when width: 2+ cells | |
For linking other documents within iTWO cxRIB CX Displays best when width: 2+ cells | |
Attachment List | For attaching external documents (not stored within iTWO cxRIB CX) Displays best when width: 2+ cells |
Cumulative | |
Insert a Signature which has been uploaded to iTWO cxRIB CX Displays best when width: 3 cells | |
Perform a calculation on a user field/s on the form, with the result to be displayed in the Calculation User Field cell on the document Typically fits 1 cell width |
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For additional detail about configuring the different types of User Fields, click here. |
Standard Fields
Along with the Form Elements and User Fields, there are also some Standard Fields available to use when building your form.
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Standard Fields are not editable by the user, and instead are auto-populated based on the range of data types available. |
Details about each of the elements available for use on your forms can be found in the table to the right.
Below is an example of each of the standard fields on a form.
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For the above example, Labels have been placed to the left of each of the Standard Fields stating their names. When placing a Standard field, it will not come with an accompanying Label/ Description field. You will need to place these on the form yourself, if you wish. |
Standard Field Types
Type | Info | ||||||
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Project Elements | Project | While the project number will always be visible in the header of your form, in some instances you may choose to show the Project (Code) in another location within your form as well. In these cases, you can use the Project element. | |||||
Document Elements | Date Changed | This will show the Date the form was last Changed | |||||
Date Due | The Date Due (if applicable) will by default be always be visible in the header 'Details' of your form, although if you wish to display this in another location on your form as well, you can use the Date Due document element. | ||||||
Date First Closed | This will show the date the form was first moved to a closed status. | ||||||
Date First Opened | This will show the date the document was first opened.
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Date Issued | The Date Issued will by default be always be visible in the header 'Details' of your form, although if you wish to display this in another location on your form as well, you can use the Reference Number document element. | ||||||
Document Code | This will display the Document Code, for example 'DEF' for a Defect form, or 'ITP' for an ITP. | ||||||
Reference Number | The Reference Number will by default always be visible in the header 'Details' of your form, although if you wish to display this in another location on your form as well, you can use the Reference Number document element. | ||||||
Status | The Status will by default always be visible in the header 'Details' of your form, although if you wish to display this in another location on your form as well, you can use the Status document element. | ||||||
Title | The Title will by defaultalways be visible in the header 'Details' of your form, although if you wish to display this in another location on your form as well, you can use the Title document element. | ||||||
Waiting Days and Float days |
Addressing Elements | Attention Company Name | This will display the Attention Company Name. That is the company of whoever is the Action person on the form at the time of viewing. |
Attention Company ID | This will display the Attention Company ID. That is the company of whoever is the Action person on the form at the time of viewing. | |
Attention ID | This will display the ID of the user the form is currently for Action to at the time of viewing. | |
Author Company ID | This will display the Company ID of the user who Authored the form. This will not change once first set. | |
Author Company Name | This will display the Company Name of the user who Authored the form. This will not change once first set. | |
Author Display Name | The Author Display Name will always be visible in the header of your form, although if you wish to display this in another location on your form as well, you can use the Author Display Name document element. This will not change once first set. | |
Author First Name | This will display the First Name of the user who Authored the form. This will not change once first set. | |
Author Last Name | This will display the Last Name of the user who Authored the form. This will not change once first set. | |
Author ID | This will display the ID of the user who Authored the form. This will not change once first set. |