Creating a single-use field

About this task

When you create a field on a form, the field displays with its name delineated and a letter or symbol that lets you know what type of field it is. You can use tabs, returns, and other formatting tools to refine the field's position on the form.

Procedure

  1. Open the form.
  2. Place the cursor over where you want the field to appear.
  3. Choose Create - Field.
  4. In the Field Properties box:
    • Assign a name to the field.
    • Assign a field type.
    • Select the display style.
    • Select Editable or one of the computed options.
  5. On the Control tab, select a display option for the field.
  6. On the Fonts tab, format the font style for the field.

To copy fields

About this task

If you copy a field from one place on a form to another, each copy of the field has a sequential number appended to its name to preserve name uniqueness. You can rename the field after copying it.

Note: If you copy a shared field and paste it into the same form, the new field becomes a single-use field. However, if you copy a shared field and paste it into a different form, the copied field remains a shared field.

To delete fields

About this task

To delete a field, select the field on the form and press the Delete key, or choose Edit - Delete.

Deleting a field from a form means that data for that field is no longer displayed in documents. The data still exists, however, and you can display it by adding a field with the same name to the form. To delete the field data, use the @DeleteField function to remove the field and its data from all documents containing the field.

For example, to purge the AssignedTo field and its data from all Schedule documents, create an agent or action that uses the form name and @DeleteField:

SELECT Form="Schedule";

Field AssignedTo:=@DeleteField;

To convert a shared field to a single-use field

About this task

To convert a shared field on a form to a single-use field on the form:

Procedure

  1. Open the form.
  2. Click the shared field.
  3. Choose Design - Convert To Single Use.

To convert a single-use field to a shared field

Procedure

  1. Open the form.
  2. Click the field to be shared.
  3. Choose Design - Share This Field.