Before we get started with adding user field information here is a quick look at the user field types supported on iTWO cx Mobile compared to iTWO cx.
User Field Types Supported
| User Field Types | iTWO cx Mobile | iTWO cx |
| Text | Yes | Yes |
| Select | Yes | Yes |
| Radio | Yes | Yes |
| Cascading | Yes | Yes |
| Number | Yes | Yes |
| Currency | Yes | Yes |
| Checkbox | Yes | Yes |
| Attachment list | Yes | Yes |
| Document List | Yes | Yes |
| Custom Form layouts | Yes | Yes |
Please note that to be able to view the user fields on a form on the iTWO cx Mobile App, the user fields will need to be configured on the online platform first. Administrators Only click here.
Edit User Field Information
To edit the form user fields on the iTWO cx Mobile App go to the Form tab of a document.
In this example we will create a Defect form.
1. Click on Modules tab.
2. Select Defects Module.
3. Select Defects Document type.
4. Click on the Create New Document button on the bottom right.
5. New Defect is created.
6. Select the form tab.
7. Here you will be able to see all the user fields you have access to.
8. User fields with selectable options (such as select, radio, tick boxes, cascading) will display the options you can select from. (eg Location).
9. User fields that are text fields will allow you to click in the text area to add your comments. (eg Further Notes).
Edit a Text User Field
1. Click on the blank area.
2. Add your text.
3. Click Done.
Edit a Select or Radio User Field
1. Click on the blank area.
2. The options you have available to you will be shown.
3. Select the option you want.
4. The app will take you back to the form tab with your selection.
Edit a Check Box User Field
1. Click on the blank area.
2. The options you have available to you will be shown.
3. Select the option or options you want by tapping on the checkbox icon you want.
4. When you are done, Click on the Done button.
5. The app will take you back to the form tab with your selection.
Edit a Cascading User Field
1. Click on the blank area.
2. The options you have available to you will be shown.
3. Select the option you want.
4. You will be automatically taken to the option under this level.
5. Keep selecting values as needed.
6. Once all the levels have been selected the app will take you back to the form tab with your selection.
Multiple Options in Cascading User Fields
You can choose multiple options in cascading user fields if activated.
Mandatory or Required User Fields
If you do not fill them in a message will be shown telling you which user fields have not been filled in.
Save Your Changes
1. After you have made all your changed click on Save at the top right.
2. And then Save and Close.
3. All your changes will be uploaded to iTWO cx and the history of the document will reflect what you changed in order to maintain a complete audit history.
