To rename a field, follow these four main steps:
Identify the form name.
Create a copy of the form and rename the field.
Create a copy of the process and assign the amended form to it.
Add the copied process to the correct menu set.
Identify the form name
In the Admin Tool, click Menus.
Double-click the relevant menu set where the field appears.
On the left, select the area (e.g. Absence History, Career History, etc.).
On the right, view the list of menu items (processes) in that zone.
Double-click the process that includes the form.
In the Process Properties window, double-click the relevant form from the list on the left.
On the right, note the name of the formโyou'll need this for the next step.
Close all open windows.
Create a copy of the form and rename the field
In the Admin Tool, click Forms.
Find and select the form you noted earlier.
Click Create a copy of the selected form.
The new form will appear below with "(Copy)" at the end.
Double-click the copied form and rename it (e.g. prefix it with an underscore so it appears at the top of the list).
Click OK to save.
Single-click the field you want to rename.
On the right-hand panel, untick Use field name.
In the Name field, type the new label you want displayed.
Click OK to save changes.
Create a copy of the process and assign the amended form to it
In the Admin Tool, click Processes.
Locate the process containing the original form.
Select it, then click Create a copy of the selected process.
Rename the copied process (e.g. prefix with an underscore).
Click OK to save.
Enable the process by clicking the red dot.
Click the relevant form tab (e.g. Detail).
On the right, expand the User Interface tab.
Click Change next to the field under View.
Select the copied form and click OK.
Click OK to commit the changes.
Add the copied process to the menu set
In the Admin Tool, click Menus.
Double-click the menu set where you want the form to appear.
On the left, click the zone where the new process should be added.
On the right, click Add Item > Existing Process.
Use the Filter dropdown to locate the copied process.
Click OK to add it.
Need more help?
If you struggle to follow the above steps, this indicates a training requirement. This falls outside the scope of standard support.
Please contact your account manager to arrange a training session with The Access Group.