Any RIB 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 RIB CX Forms as well as supporting the creation of other RIB CX forms. For how to configure a Document List User Field Click Here.
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. For how to configure a Document List User Field Click Here.
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. For how to configure a Document List User Field Click Here.
Coordinate	A special user field that can be used on any form to capture GPS information. Currently this user field only works with the RIB CX Mobile App. For how to configure a Document List User Field Click Here.
Signature	A special user field that enables users to insert a signature onto a form. For how to configure a Document List User Field Click Here.

Configurable Options for User Field Type

1. To change any of these configuration items simply change them as needed.

2. Click Update.

Options	Description
GENERAL TAB
Basic Settings
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.
Description	A short description of the User Field, displayed on forms.
Helper Text	Enter a hint which will pop up when a user hovers over this field on the form.
Format
Size	Set the width (w) and height(h) of the field. Width - 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. Height - 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. Applies to TEXT and SELECT user fields.
Display	Specify how field types appear on the form. For Select, Radio and Cascading User Fields Display - select whether to display Option Name, Option Code or Both on your form. Sort By - select whether you want your options to sort by Option Name or Option Code. Separator - choose either : or - as a separator on your form when allowing users to select multiple options. For Cascading User Fields Last Item Only - toggle this on to display the last item selected only. For Contact User Fields Choose either UserID to display the user's user ID or Name to display the user's name. For Checkboxs & Radio Buttons Graphical - toggle this on if you would like the radio buttons or check boxes to display on the form when nothing is selected.
Limits	For Currency and Number User Fields Set a Minimum Value and a Maximum Value to ensure the value entered is within that range. You can also choose the number of Decimal Places you want to limit your currency to. For Text User Fields Set a Minimum and Maximum Character Length to limit the characters a user can put into the text field.
Date Format	This is for Date User Fields only. Choose from the drop down list how you want your time to appear or not to appear on your form. You may also edit the date format in the text box below Date Format.
Time Format	This is for Date User Fields only. Choose from the drop down list how you want your date to appear on your form.
Mode and Colour	This is for Coordinate User Fields. Select from the drop down either Pin or Polygon and choose a Colour.
Default Value	Where you can specify or choose a default value or option for this field.
Security When can you edit?	Always Editable - means this field will be editable by ALL. Locked after first set - means that the field is locked after user adds a value to the field and saves as draft / or submits it. If form is submitted without adding a value, this field will still be editable. 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.
Advanced Settings
Common	Toggle on if you want the User Field to be on more than one form and is a User Field that requires Options. This way you will only have to update the options on the common user field once and all forms that contain the common user field will be updated. For more information click here.
Excluded	Toggle on if you do not require the Common User Field on the form that you are configuring. (DO NOT RETIRE a common user field unless you DO NOT require it anymore. Retiring a common user field will mean that no form will be able to use this user field.)
Required	Toggle on if this field is required. This is also known as Mandatory. For more information click here.
Available on Mobile	Toggle on if you require the user field to appear on your form on RIB CX Mobile.
Update Parent when Changed?	Toggle on so that when splitting from a form and the user field is updated, the user field is updated on the original form (the form you split from).
Splitting	Select Yes if you want the value to be copied over when splitting the form and No if you don't want the value to copy over. Toggle on Check Security if you want the security for the user field to also copy across when splitting.
Is Mapping User Field	Toggle on if you require a mapped contact per option for this user field (Applicable only to Select, Radio, Checkbox fields). For more information click here.
Comma Separate (10,000)	Toggle on if you would like to have a comma between the thousands etc.
Apply to All Form Types	Toggle on for Document List User Fields if you would like to be able to add all form types into the document list user field on the form. Toggle off if you would to restrict the document types you can put into the document list user field. Enter the form types in the Restrict to the following Document Types box under Format in the General tab of the Document List user field.
Allow Multiple	Toggle on if you would like users to be able to select more than one option for a select, radio, cascading or checkbox user field.

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 Form 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.

Editable Statuses

If you configure a user field to be editable in a certain status of the workflow, it will become editable in that workflow status. This is how to proceed with that :

Step 1 : Go to edit user field

Step 2 : Click Security tab, click 'Editable in Status(es)'

Step 3 : Select the status you would like to choose to make it editable

Step 4 : Click save.

Under form configuration you will now see a column that shows which status can each user field be edited in

Open a User Field in a New Tab

Click button shown below, to pop up the user field in a new window

Sorting User Field List A-Z

The user field list column filter for a form type show up sorted for easy navigation.

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