A common user field is a field that you will use on all or a majority of your forms. It is useful for select, cascading, checkbox or radio buttons (i.e. any user field type that requires options).
If the user field is common then you will only need to update options on one form and these options will be available on all forms.
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Changing configuration on the General, Security, Options and Events tabs on a common user field on one (1) form will affect all other forms that have this common user field enabled. |
Filter to Search for Excluded Common User Fields
Enable Common User Field
1. Tick the "is common" tick box.
2. Click Save.
Exclude Common User Field
When "is excluded" is ticked the common user field will be excluded from this form but remains on all other forms that it is enabled on.
1. Tick the "is excluded" tick box.
2. Click Save.
Exclude Common User Field Even Though it is in Use
When you exclude a common user field that has been used the following warning prompt will appear. Proceeding with excluding the common user field on the form will result in all data stored against it to be lost.
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Please use this ability with caution. This cannot be undone. |
Manage Common User Fields - Include / Exclude them in Form Types
Management of Common User Fields has been made easier. With this utility, you will be able to add or exclude common user fields on one or more form types in a simple and intuitive interface. This will give you greater control over the information that is collected on your forms and help you ensure that your project is properly organised.
Located in >Configure > Form Types
On the blue ribbon at the bottom.
Simply tick or untick the checkbox for the form you want or don't want the common user field on.
How to Make Common User Field Mandatory
You can configure a common user field to be required on specific form types.
New Field Creation
When creating a new field and enabling Common + Required, the "Configure Form Type" button will not be shown initially.
After saving, the "Configure Form Type" button will appear.
Existing Fields
For existing fields with Common ON + Required ON, the "Configure Form Type" button will be shown next to it.
If the user disables "Required" for certain form types, the required toggle for that type will be set to OFF.
The configure form types button will be shown regardless if the field is set to required or not
Cascading User Fields
With cascading user fields you need to select the level at which the user field is required.
Configure Form Types Button
Clicking the "Configure Form Types" button opens the Manage Common Fields window.
The dropdown is set to Mandatory Form Types.
Users can select which form types to make the field mandatory on.
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Set Required on Specific Form types All form types with this common field will be updated to set the field as "Required" for the specified form types. The field will only be mandatory on the configured form types.
Form Type Handling When pushing or importing a form type, these settings will be copied to the destination project.
Manage Mandatory Common User Fields in Form Types
To see how to make a common user field mandatory, click here
Users can select which form types to make the field mandatory on from this window.
You can configure common fields as mandatory (required) in form types by ticking or unticking them from each row. Ticked means it's mandatory. Unticked means its not mandatory
Changes are logged in the user field history.
Frozen Columns
You can also scroll across to the right without losing the Code and Description of the user field : 
Bulk Checkbox
You can also click the checkbox on the left of Code, to bulk select all options : 
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