Common User Field

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 the options on one form and these options will be available on all forms.

Enable Common User Field

1. Tick the "is common" tick box.

2. Click Save.

Open

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.

Open

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.

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.

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 Common User Fields - Include / Exclude them in Form Types

This utility allows you to manage common user fields. You can add or exclude common user fields on one or more form types in a simple and intuitive interface.

1. Located in >Configure > Form Types 

2. On the blue ribbon at the bottom, click on Common Fields.

3. Tick the check box:

(a) individually per form

(b) in the User Field header column to place it on all forms

(c) in the Form Type row to place ALL common user fields onto the selected form type.

4. Click on Update (bottom right blue ribbon).

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.

1. Located in >Configure > Form Types 

2. On the blue ribbon at the bottom, click on Common Fields.

3. Tick the check box:

(a) individually per form

(b) in the User Field header column to place it on all forms

(c) in the Form Type row to place ALL common user fields onto the selected form type.

4. Ticked means it's mandatory. Unticked means its not mandatory.

5. Greyed out means the common user field is not enabled on that form. Click here for how to enable the common user field on the form.

6. Click on Update (bottom right blue ribbon),

7. 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.

Filter to Search for Excluded Common User Fields