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Add a Custom Field to a Transmittal
1. To add custom user fields to
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your transmittal Publication Space
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> Settings.
2. Click on the Transmittals tab
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.
3. Click on the Add Custom Field button.
4. Choose the type of custom field
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Transmittal user fields when uploading documents
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you require.
5. Follow the steps located in User Field Customisation.
6. If the user field is required (mandatory) place a tick in the check box in the Required column.
7. Please note that by default we ONLY display the REQUIRED, user fields
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.
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8. To view and fill out the other
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custom fields click on Show
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Searching by Transmittal user fields
- To do a search for Transmittals with a user field criteria of a Transmittal
- Go to iTWOcx Search by clicking on the search icon in the top right of the toolbar
- Select Transmittals are the form type
- And under Special fields you will find the Transmittal user fields
Select the criteria you want and click on search
More.
Set Transmittal Custom Fields when Importing to the Publication Space
You can also set transmittal values when importing in the final step of the import process. Refer here for more information about Importing to the Publication Space.
