Any iTWO cx Form or controlled document can have additional fields that allow you to capture and categorise information.
For example
- Add a checkbox to a Site Instruction form to specify if the issue has cost implications.
- Add a single select field to a budget to categorise which department it belongs to.
- Add a cascading select field to all forms for the Work Breakdown Structure (WBS) so that you can report on issues in different elements of the project.
User Field Types
| Type | Description |
|---|---|
| Text box | Simple text box. |
| Select | Drop down list of options. For how to input User Field Options Click Here. |
| Cascading Select | Multi level list that allows you to configure complex structures in a list, eg. Building A/ Level 2 / Apartment 15. For information regarding how to create click here. |
| Date | Adds a Calendar date to the form for example. Milestone 1 - 15-APR-2019. |
Radio | Adds a set of radio options where user can only select one eg. Cost Impact Y / N. For how to input User Field Options Click Here. |
| Checkbox | Adds a set of check-boxes where user can more than one option. For how to input User Field Options Click Here. |
| Contact | Contact picker that allows you to select other project participants. Good for assignment of responsibility. |
| Attachment | This is an additional attachment field on the form. Good for inline attachment of specific files. |
| Form | Advanced field that that creates specific forms and links to the parent form. Good for controlling processes. |
| Number | Like the text box but only allows Numbers. |
| Currency | Like the Number field but adds currency formatting. |
| Attachment List | A special user field type that lets you upload attachments and files to. |
| Document List | A special user field type that can be used to link other iTWO cx Forms as well as supporting the creation of other iTWO cx forms. |
| Budget Link | A special user field that allows you to link to a Budget and a line item within that budget which returns the approved Budget amount of that line item. |
| Bidder Contact List | A special user field that allows you to connect to the Tender Database on your project to fill out a form with bidder details directly from the Tender Database. |
| Coordinate | A special user field that can be used on any form to capture GPS information. Currently this user field only works with the iTWO cx Mobile App. |
| Signature | A special user field that enables users to insert a signature onto a form. |
Configurable Options for Each Form Type
1. To change any of these configuration items simply change them as needed.
2. Click Update.
| Options | Description |
|---|---|
| Code | Specify a unique code for the User Field. The code MUST be entered in UPPER CASE. The code is not normally seen by any users of the system. The code is used to sort the User Fields into an order on the form. |
| Is Common | Tick this if the User Field is common to all forms. This will make the user field appear on all forms. For more information click here. |
| Description | A short description of the User Field, displayed on forms. |
| Prompt | Enter a hint which will pop up when a user hovers over this field on the form. |
| Type | The type of user field, e.g. a text box (TEXT) or select list (SELECT) or radio buttons (RADIO BUTTONS). Always Editable - means this field will be editable by ALL. Locked after first set - means that the field is locked whether you save it as a draft or issue (submit) it. Will not be editable at all. Locked after first submit - means that if you save the form as a draft you are still able to edit it. Once you issue (submit) the form it will be locked and not editable at all. |
| Size | Where the width (w) and height(h) of the field can be set. Applies to TEXT, SELECT, DATE, CONTACT. Size (w) - where the width of the select list field can be set. The width is determined by the width of the widest item in the list. Setting w = 0 will scale the field to the width of the window displaying the form. Size (h) - where the height of the select list field can be set. Setting h = 1 makes the select list a dropdown list. Setting "h" to a higher number creates a scrolling list. Setting h = 0 will scale the field to fit the window displaying the form. |
| Format | Where you may specify the how field types appear on the form. For Number User Fields choose how many decimal places and whether to have 1000s separator (,). For Select, Radio and Cascading User Fields"
For Contact User Fields choose UserID to display the person's user ID or Name to display the person's name. |
| Default Value | Where you can specify or choose a default value or option for this field. |
| Limits | Text Type User Fields - Where a maximum (Max) and minimum (Min) number of characters the field may contain can be set. Select and Cascading User Fields - Tick the checkbox to allow users to select more than one option. |
| Required | Specify that this field is required. This is also known as Mandatory. |
| Disable on PDA | Specify whether the field should appear on iTWO cx Mobile. |
| Update Parent when Changed? | When splitting from a form and the user field is updated, do you want the user field to be updated on the original (the form you split from). |
| Is Mapping User Field | Configure a mapped contact per option in this field (Applicable only to Select, Radio, Checkbox fields). |
| Do Not Automatically Populate this Field When Splitting | Specify whether the field should be automatically populated when the split/custom split/ or Status triggers are set. |
| Calculation | Allows you to perform simple calculations based on the user fields on a list control. |
You must be a Project Admin to configure user fields.
The User Field Editor
The User Field Editor enables you to add your own defined User Fields to your Form Types, edit them and update them.
1. To get to the User Field editor, go into Configure and then Document Types.
2. Choose the form you wish to edit the user fields on.
3. Click Edit USR under the "User Fields" section.
4. The User Field configuration page will open. It will list all the custom fields on your Form.
5. Select the user field you would like to check.
6. Now you will be able to check the General, Security, Options tabs for this user field.
- Are the custom field descriptions correct?
- Are the correct fields marked as required?
- Is the access to these fields set correctly for your project?
- Are the options required all available for Select, Checkbox, Radio button field types?
7. After confirming all the details you can close the pop up.
8. You can edit the fields yourself and click Submit or contact your Account Manager.
Refer here for more information on how to edit user fields.