In order to add a shared field, you need to have a reference field to be the source from which you are going to share the data from. For instance a customer, agency, process or supplier reference field can have data shared from the referenced page.
A Shared field allows data entered in one part of RPM or another process to then be shared with another. You would want to use a shared field when you only want users to be able to edit the field from the referenced page. Another case would be if you wanted data from another page or process to automatically be filled in once a reference field value was selected.
- Select the parent reference field. This will be the source of where the data is shared from.
- Select the field from the parent that you want displayed.
Enter the name of the field or use the Auto name feature. You can also adjust the Width of this field to span one or two columns.
The Group drop down allows you to choose a field group that can help control whether or not to show/hide this field. (For more information on Field Groups, see: Field Groups).
The Security settings will allow you to set permissions for this field. Staff users will always have Read permission for shared fields. Agency and Customer users can be set to have Read access or have the field Hidden from them.
