Data fields comprise of information you want to supply to users as well as space holders for the information you want users to submit throughout the steps of the process. You will have the opportunity to add these data fields to the different page layouts of the process. Each page layout is customized for each specific user type. See Page Layouts Tab for more information.
- Reorder: Reorders data fields. You may choose to reorder data fields to determine how they will display to end users. Also, if a page layout was not configured on a step then by default all data fields are listed in the order set here. For details on the different attributes of a data field and how to add a data field, see Add Process Data Fields.
- Add Field: Adds data fields. Data fields are used for information gathering. For example, an RFI process could contain fields such as RFI Reason, Information Requested and Answer. For instructions, see Add Process Data Fields. Project level options are available for projects that have a Drop Down, Multiple Pick, Radio Button or a Check box data type selected. This is available for custom fields and Process Data Fields only. When configuring a field of one of these types, you will have the ability to set the options at the:
- Project Level: Options can be different project by project.
- Field Dependencies: Field dependencies allow you to link custom fields to each other. This helps prevent data entry errors, and speeds up the manual effort required to fill in your custom fields as you build out new projects.
- Edit: Opens the Edit Data Field wizard to allow you to edit the selected data field.
- Delete: Deletes the selected data field.