Please double-check that you are working on a copied or custom form before making any changes. If you make changes to a standard form, it is possible it will revert back to the standard configuration after a patch fix. Follow our best practice procedures to ensure you do this right.
Adding the existing field to the form
To add an existing field to to a form, follow these steps:
In the Admin Tool, click Forms.
The Usage category of the Form Configuration page can be used to check which processes are using this particular form and confirm that the correct form will be amended.
Left-click the column that the field is to be added into on the left-hand side.
Then select Add Control. A list of related fields to the form will appear.
Select the field to be added and click Add.
Additional Notes
Once this field is added, nothing else needs to be done unless specific changes need to be made, such as making the field read-only if necessary. this can be done by simply unticking the Inherit from field check box next to Read-only and selecting Yes.
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The user can also move the field further up the page (i.e. above other fields) by right-clicking the field name on the left-hand side and selecting Move Up.
After applying the changes, the user should immediately be able to access the form and see that the field has now been added.
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If you are unable to see/find the desired field then a view from within the Form's schema will be needed to make the field you want available for use.
Due to the complexities this can involve/cause this would need to be completed via our consultancy team. In this case, you can contact your account manager to discuss the plan. Alternatively, you can get in touch with support to contact them on your behalf.
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βIf the existing field you are adding is pulled from a View, then it will be set to Read Only. This can not be changed as it is not possible to write data directly to a View via a Form, so the field will only be possible to use for Read Only purposes and can not be amended.