Path: Admin > Form Attributes > Custom Form Attributes
If you organization has many locations with different objectives, you can customize a page, such as the Work Order, to simplify it for use by specific types of employees. Essentially, you make a modified copy of the page and determine the User or Group that has permission to view this customized page. Eligibility is made on the User or Groups window from the Window Access–Custom Window Access Section.
Using customized Forms, you can improve the quality and speed of data entry by people who do not use WebTMA on a regular basis.
You can even customize the User Management pages and restrict authorization to a specific Role. This allows you to limit lower-level administrators so they can only modify certain User records. See How to Filter Roles for User Management.
NOTE: If you want to include UDF fields in your custom forms, the UDF fields must first be defined in System Form Attributes. Once defined, the fields are available in both windows.
How to Create Custom Forms
Follow these steps once you have opened the Custom Form Attributes window.
- Choose Add on the WebTMA toolbar.
- Select a Copied From Form name, that is, the System Form you want to duplicate. See NOTE below.
- Enter your new Custom Form Name. This is the Form you are creating and will display on the menu.
- Choose the Get Data button.
- Change the field attributes following the instructions in the next topic, How to Change Custom Field Attributes.
NOTE: The Windows flyout that opens when you click the ellipsis button displays a list of all eligible windows. The validation buttons are not a check box. Choose the check box you want, and WebTMA accepts the selection and closes the flyout.
How to Change Custom Field Attributes
- Expand a line in the Tabs Section.
- Look for the field labels in the Title column of the second tier.
- Mark the desired check boxes to design your Custom Form.
- (Optional) Make changes to the Grids Section and Action Menu Section.
- Select Save on the WebTMA toolbar.
- Go to the next topic, How to Add Users to Custom Forms. Until you add Users, the Custom Form is not available for use.
NOTE: Settings for some fields and Tabs cannot be changed. These contain system-required data.
How to Add Users to Custom Forms
Path: Admin > User Management > Records (or Groups) / Window Access Tab–Custom Window Access Section
- Go to the desired User or Group record.
- Choose Edit on the WebTMA toolbar.
- Select the Window Access Tab.
- Scroll down to the Custom Window Access Section.
- Locate your Custom Form.
- Select the appropriate User-Level or Group-Level privilege.
- Choose Save on the WebTMA toolbar.
Reminder: Be sure to log out of WebTMA and log in again to invoke your changes.
How to Filter Roles for User Management
This feature allows you to filter the User Management records visible to the logged-in user. For example, if you want supervisors to see only the records for Technicians, you can create a Custom Form that allows the logged-in user to see records with a Role for Technician only.
The feature applies only when User Management is the Copied From form.
In Add mode:
- Select User Management in the Copied From field.
- Type your new Custom Form Name.
- Choose Get Data button
- In the Tabs Section, expand the Identity line.
- Choose the Edit icon.
- Clear the Role or Roles you want to hide.
- Choose the Save button.
- Select Save on the WebTMA toolbar.
- Follow the instructions in How to Add Users to Custom Forms.
Want to Know More?
Visit the WebTMA Help Page