Standard Fields - Forms

The standard fields in the table below appear as options in the Standard Field in the Add Report / Form Field window for forms.

Standard Field	Description
Action Comment	This field captures any comments left by the approver on the approver's action.
Ad Hoc WF Assignee	This field lists the members of the entity who can be selected as an ad hoc assignee.
Assignee(s)	This field captures the assignees of this form.
Assignee(s) / Manager(s)	This field allows you to perform multiple functions with assignees and managers. You can use this field to assign members to the form and send attention emails to project members, managers, and other members / contacts.
Associated Task	This field allows you to associate the form with a task in your schedule.
Attention Email To:	This field allows you to select a member to send an attention email to.
Cause	This field allows you to select a change reason. The values in this field are defined by your system administrator.
Checked Out By	This field gets the name of the person who checked out the form.
Checked Out Date	This field gets the date the form was checked out.
Closed Date	This field gets the date the form was closed.
Condition Bids	This field is used on bidding forms to launch the bid conditioning step. To learn more about bidding forms, see our Bidding Sub-Module Setup walkthrough.
Contacted Contact	This field allows you to select a member who has been contacted.
Created Date	The Created Date is a system-populated field which captures the date that a record was created.
Creator	This field captures the member ID of the person who added the form.
Description	This field allows you to add a description of the form.
Discipline	This field allows you to select a discipline. The values in this field are defined by your system administrator.
Documents	This is a generic field that allows you to add documents to the form from the Documents page. This field also allows you to upload new documents to the entity and attach them to the form.
Due Date	Enter the form due date in this field.
Equipment	This field allows you to select a piece of equipment associated with the entity.
Equipment List	This field is required if you want to use Lucernex's work orders functionality. This field allows you to select one or more pieces of equipment associated with the entity.
Follow Up	Select this check box to indicate that a follow-up is required for this form. When the check box is selected, a Due Date field will appear. Select the date by which the follow-up must be completed. You must also select the members who need to be assigned to the follow-up.
Form RecID	This field contains a Base Entity System Identifier for your record. It is assigned automatically by the system, and is not editable.
Invoice Number	This field generates an automatic invoice number based on the currently selected entity and form type. This field is typically used for invoices, but can be used for any forms that need to be auto-numbered. This number starts at 0 and is unique within the firm. This field will not display in Add view, but will appear in View and Edit mode after the form has been saved the first time.
Is Closed?	If this field is set to true, it means that the form is closed. If it is set to false, it means that the form is open.
Is Critical?	If this field is set to true, it means that the form is critical. If it is set to false, it means that the form is not critical. Issues with this flag set to true will appear in the Critical Issues widget on the Dashboard, and will have a flag next to their title on the Forms page.
Last Reply	This field captures the date of the last reply to this form on the Forms page.
Location	This field allows you to select a location. The values in this field are defined by your system administrator.
Method Of Contact	This field allows you to select a method of contact. The values in this field are defined by your system administrator.
Modified By	The Modified By is a system-populated field which captures the name of the member who made a change to a record.
Modified Date	The Modified Date is a system-populated field which captures the date that a modification is made to a record.
Number	This field generates a form number after you have created the form.
Order Status	This field gets the status of the related parts order.
Part List	This field is a custom list. It allows you to select pieces of equipment associated with the entity, select parts for the equipment, enter a quantity of parts, cost, and total.
Part Order List	This field is a custom list. It allows you to select maintenance categories, vendors, and parts. Then, you must enter the number of parts needed, and the date they are needed by. There are also fields for the status, quantity received, the receipt date, and comments.
Prior Issue	If you use the follow-up functionality, this field displays the parent issue that is being followed up on.
Private Issue?	If this field is set to true, it means that the form is private. If it is set to false, it means that the form is public. Only certain members will have access to private issues.
Search Field
Title	Enter the title of the form in this field. This title is used in the Dashboard and in form and workflow lists.
Type	This field displays the name of the form layout.