Forms Manager

The Forms Manager allows you to tailor the appearance and behavior of pages. Using it, you can:

• Hide fields that are not used by your organization

• Make fields required, ensuring that a value is entered when a new record is created

• Indicate that system should check for duplicate records (work orders only)

• Customize field labels

Changes made in the Forms Manager apply your whole system; they are not specific to a particular repair center.

Use the Forms Manager:

1. Select Tools > System > Forms Manger from the Main Menu.

   The Forms Manager window opens. Modules are listed in the left pane, and the fields associated with a module are listed in the right pane.

2. Select the module containing the fields you want to modify.

   The contents of the right pane refresh, listing the fields from that module in alphabetical order.

3. Make your changes.

   The available options are described in the list below:

   • Hidden: Select this check box to hide the field so that it is not visible on the page. Hiding a field does not remove it from the system, it just removes it from the page display.

     Do not make a field both hidden and required.

   • Required:Select this check box to make entering a value in this field required. If selected, a user cannot save a record containing this field unless a value is entered.

     Do not make a field both hidden and required.

   • Duplicate Check: This feature is available for certain work order fields only. Select this check box to cause the system to check for duplicate combinations of the selected fields before allowing you to save a work order.

   • Label: Enter a value to change the label displayed next to this field. Labels for UDFs can only be modified in the Help Editor.

4. Click Apply.

   You must click Apply before you move to a different module or your changes will be discarded.

5. Repeat this process for fields in a different module, if needed.

6. Click Close.

   The window closes.