Process >> Fields
You can add date fields to track important dates, upcoming dates, time tracking, and activity logs. Date fields can be used to track both Date and Time valu...
Fri, 11 Oct, 2024 at 2:25 PM
You can add a Money field when the you want the data to be formatted as dollar amounts. Money field can be used to store data such as MRC, NRC, or SPIFFs. ...
Fri, 11 Oct, 2024 at 3:17 PM
A Quantity field can be used when you want to collect data that is a whole number. For example, you can create a quantity field to keep track of the number ...
Tue, 22 Oct, 2024 at 7:50 AM
A Decimal field can be used when you want to collect data that can contain decimal numbers. You also have the option choose to Enforce value range to set a ...
Fri, 18 Oct, 2024 at 10:14 AM
A Percent field can be used when you want to collect data that is a percentage. For example, you can create a percentage field to track commission percentag...
Fri, 18 Oct, 2024 at 10:34 AM
Top menu >> Setup >> Click process >> Fields tab Use the Table field to create table columns that match the data you want to collect. ...
Wed, 8 Feb, 2023 at 2:35 PM
Defined and Free row tables can be designed with many fields (columns) that can causes a table field to be wider than the form. The table Expand can be used...
Fri, 18 Oct, 2024 at 11:28 AM
Using a formula field, you can calculate a certain date using the duration field in combination with a date field. As an example, you can calculate the term...
Fri, 18 Oct, 2024 at 2:16 PM
Link (fixed) Field allows you to add links to your form and name the links how you want them to appear on your form. Enter the name of the field in the ...
Fri, 18 Oct, 2024 at 2:26 PM
A line can be used to enhance the look of a process as well as prevent fields from 'floating up'.
For example in the screenshot below the O...
Mon, 14 Mar, 2016 at 3:18 PM