Custom Form Attributes - WebTMA 5

Path: Admin > Form Attributes > Custom Form Attributes

If you have 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 create a copy of the form you choose. On the Security Tab, you determine the User, Group, or Repair Center that has permission to view the form. Membership in only one of these categories grants access to the customized form.

When you add a form to this window, you create a copy of the form with a custom name and modify the form to hide fields, require fields, and set different defaults.

If you customize the User Management pages, you can filter the user list and restrict them to a specific role. This allows you to limit lower-level administrators to modify only certain User records.

If you create a number of these customized forms, you can improve the quality and speed of data entry by people who do not use WebTMA on a regular basis.

Caution: Restrict access to this window. The WebTMA System Administrators for your organization are the persons who should make any changes. Ideally, your administrators consult with WebTMA staff to determine what, if any, changes are needed.

Changing Custom Form Attributes

Create Custom Forms when you want to copy an existing form and add this new form to the WebTMA menu. The Enabled and Default Value options give you more control of a custom window than a System Form.

Custom Forms are restricted to named users from the Security Tab. In addition, you can mark the Override System check box on the Custom Form Entry popup window to remove the System Form for a User, Group, or Repair Center. When the check box is marked, the System Form is not on the menu.

Like the System Forms, your WebTMA System Administrators change the characteristics of fields, Action Menu, or Tabs to meet the practices of their organization. When a default value is populated, a green dot indicates that a default value has been applied to the field. This is visible only in Edit mode.

The following list describes options available for certain windows and fields:

• Required. Make the field a required entry, and prevent saving a record until the information is provided.
• Enabled. Allow data entry in the field. If the check box is clear, the field is dimmed, but users can see the contents.
• Visible. Show the field on the window. If the check box is clear, the field is hidden from everyone's view.
• Tab Stop. Include or exclude 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 or hide 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 popup selection window.
• Default. Set a frequently used value for the field. This column is visible in Add or Edit mode.

Hiding Tabs has certain restrictions. See How to Show/Hide Tabs for more information. In addition, see How to Show/Hide Action Menu Items for information about the Action Menu feature. Note that Tabs on windows in WebTMA GO (iPad forms) cannot be changed in any way.

How to Create Custom Form

Follow these steps once you have opened the Custom Form Attributes window.

1. Click Add on the WebTMA toolbar.
2. Type your new Custom Form Name. This is the form you are creating and will display on the menu.
3. Select a Copied From form name, that is, the System Form you want to copy.
4. Change the field attributes following the instructions in the next topic, How to Change Field Attributes.

How to Change Field Attributes

1. Click the related Tab to view the fields for that window.
2. Locate the field label in the Description
3. Click Edit on the TMA toolbar.
4. Click the check box of the attribute desired: Required, Enabled, Visible, Tab Stop, Dropdown, Popup, or Default. In Edit mode, a green dot beside the Set Value link indicates that a default value has been applied to the Default
5. (Optional) Click the Tab Tab or Action Menu Tab to hide a Tab or hide links on the Action Menu. See instructions in subsequent topics.
6. Click the Security Tab to add the User, Group, or Repair Center with access to the Custom Form.
7. Click Save on the TMA toolbar. When the window refreshes, the columns display the new attributes.
8. Go to the next topic, How to Add Users to Custom Forms.

Until you add Users, the custom form is not available for use.

How to Add Users to Custom Forms

Path: Admin > Form Attributes > Custom Form Attributes

From your new custom form:

1. Click the Security Tab.
   
2. Click Edit on the WebTMA toolbar.
3. Click the Add Item link to open the Custom Form Entry popup window.
4. Select the Category (User, Group, Repair Center).
5. Select the Item Identifier (user name, group name, or repair center name).
6. (Optional) Check the Override System If marked, the System Form on which you based this custom form does not appear on the menu.
7. Click the Save button on the popup window.
8. Click 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 only see technicians’ (User) records.

This feature applies only when ‘User Management’ is the Copied From form. When User Management is selected, an additional field, Role, displays on the Custom Form Attributes / Identity Tab. Click the down arrow to see the roles available for selection. The roles are All, User, Technician, Requestor, and Contractor.

In Add mode:

1. Type your new Custom Form Name.
2. Select User Management in the Copied From
3. Select the Role to which the form applies.
4. Follow the previous instructions in How to Add Users to Custom Forms.*

* It is advisable to mark the Override System check box; otherwise, the logged-in user will have access to all user records. When Override System is checked, the User Account link on the Action Menu also denies access where appropriate.

How to Show/Hide Tabs

Path: Admin > Form Attributes > System Form Attributes / Tabs

Path: Admin > Form Attributes > Custom Form Attributes / Tabs

This feature is available for both System Forms and Custom Forms. It can be applied only if the Tab does not contain a required field. This applies to both system required fields and those required by your organization. Note also that Tabs on windows in WebTMA GO (iPad forms) cannot be changed in any way.

1. Create or edit a custom form.
2. Click the Tabs Tab at the top of the window.
3. Clear the Visible check box of an enabled Tab. WebTMA disables the line item for any Tabs that have required fields.
4. Click Save on the WebTMA toolbar.

How to Show/Hide Action Menu Items

Path: Admin > Form Attributes > System Form Attributes / Action Menu

Path: Admin > Form Attributes > Custom Form Attributes / Action Menu

This feature is available for both System Forms and Custom Forms. You can hide most of the Action Menu options on system forms and custom forms designed by your organization.

1. Create or edit a custom form.
2. Click the Action Menu Tab at the top of the window.
3. Clear the Visible check box of an enabled Action Menu option, and WebTMA hides the option on the Action Menu.
4. Click Save on the WebTMA toolbar.