Path: Admin > Form Attributes > System Form Attributes
The WebTMA System Administrator can use the System Form Attributes window to change the availability, visibility, or other characteristics of fields, Tabs, Action Menu Items, and Grids on specific WebTMA windows to meet the practices of your organization. Use this window to add your UDF fields for individual modules as well. Changes can be made during initial setup or at a later time.
NOTE: If you use mobile applications (iPad forms), the only changes allowed are Visible or Required fields.
Caution
Restrict access to this window. The WebTMA System Administrators for your organization are the only people who should make any changes. Ideally, your administrators consult with WebTMA to determine what, if any, changes are needed.
The changes made to the System Form Attributes window apply to all WebTMA Users.
How to Edit System Forms
The System Form Attributes window does not permit adding another window; therefore, Add is disabled on the WebTMA toolbar.
Although you can cycle through the windows alphabetically using the First, Next, Previous, and Last buttons on the toolbar, a simpler way to locate a form is to use Fast Find - Search. You can enter a full window name, but the system also searches for partial words or phrases.
- Locate the window you want to edit.
- Click Edit on the WebTMA toolbar.
- Click the arrow to display the second tier of options.
- Check or clear the boxes for line items. See the following topics for definitions of the options in each Section.
- Click Save on the WebTMA toolbar.
As you make changes, test as you go to assure you have the results you want. When you remove a field from view, try clearing all checks on the line rather than simply clearing the Visible check box. It is easier to see lines you have changed when all check boxes are cleared, and it is useful if your test results are not as expected.
WebTMA advises that you log out of the system after you set your configuration. When you log in again, you are ready to add information to your database. Adding basic data must be done before you can start writing Work Orders.
Pages Section
The Pages Section of the System Form Attributes window applies to the Sections and Tabs of the selected window. The following list defines the options for certain windows and fields:
- Required. Make the field a required entry, and prevent saving a record until the information is provided.
- Enabled. Allow user interaction, such as data entry. If the check box is clear, the field can be seen, but changes cannot be made to it.
- Visible. Show the Page, field, or button on the window. If the check box is clear, the Page, field, or button is hidden from everyone's view.
- Tab Stop. Include the field as part of the tabbing navigation.
- Dropdown. Include a down arrow in the field so users can view a selection list.
- Popup. Show the ellipsis button to allow or deny users a more complete search for field contents. If you clear the Dropdown check box, you can clear this check box as well to prevent users from opening the related selection window.
- Default Value. Enter a value that will populate the field. This is useful when the majority of records for the selected window typically have the same value. The default applies system-wide or at client-level. The default value can always be overwritten when users create individual records.
When a check box is cleared, the defined properties are reversed. For example, if the Visible check box is cleared for a line, that Tab, field, or button is hidden. Making lines hidden (not Visible) in the Pages Section has certain restrictions. It can be applied only if the Page does not contain a Required field.
How to Exclude Items from Drop-down List
Some fields include a drop-down selection list, such as the Work Order / Identity Tab Select Item Item Type. You can remove some of the options on the list by editing the line in the Pages Section.
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Use Fast Find to locate the window.
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Click Edit on the toolbar.
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Click the Edit icon for the desired line to open the Field Entry flyout.
- Clear the Visible check box to exclude the item in the Option Value grid.
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Click Save on the flyout.
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Click Save on the WebTMA toolbar.
Grids Sections
The Grids Section on the System Form Attributes window is limited to the following changes:
- Required
- Enabled
- Visible
Changes to the Columns on the grid are limited to:
- Enabled
- Visible
For example, if your organization does not use the Contract module, you can hide the grid or some of the columns on the grid.
Action Menu Items
While the characteristics of Action Menu Items are changed from the Pages Section, the Action Menu Items Section gives you the opportunity to change the order in which the items appear on the Navigation Pane. Use the Up and Down arrows to move lines.
User Defined Fields Section
The User Defined Fields Section is used to create your own fields that display in the UDF Section on a selected window.
If you create custom forms using Custom Form Attributes and want to include UDF fields in these forms, the UDF fields must first be defined in System Form Attributes. Once defined, the fields are available in both windows.
The following screenshot shows the Field Type options available.
You have the option of setting length of text depending on the Type selected, data definition, and limiting the UDF by Type.
In Edit mode:
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Click the Add Udf link top open the UDF Configuration flyout.
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Complete the required fields. Note: Different fields or grids display depending on the Field Type selected.
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(Optional) Mark the Type-specific check box to display Add Type grid.
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(Optional) Click the Add Type link on the grid to limit display of the UDF to the selected Type(s).
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Click Save on the flyout.
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Click Save on the WebTMA toolbar.
Settings for lines in the User Defined Fields Section can be modified at any time. In Edit mode, click the edit check box icon to reopen the UDF Configuration flyout, make your changes, and Save.
NOTE: Once created, UDF fields cannot be deleted; however, they can be made invisible. In Edit mode, clear the check box in the Visible column for a UDF line. This rule helps prevent possible data loss.
Layout Section
The Layout Section relates to the User Defined Fields Section. If you have defined several fields, mock-ups of all the fields display in the Layout Section. Simply click-and-drag the various frames to display the fields side-by-side or stacked.
Want to Learn More?
Visit the WebTMA Help Page