Use the Date/Time field on a master form for capturing a timestamp consisting of a date and time. For example, start of timed task, prospect appointment. Date and Time can be entered and displayed in a variety of formats and accuracies.  Configuration aspects: Data Entry Allowed/Not Allowed Date Format various Time Input Format various Time … Read more

Use the Date field on a master form for capturing a date. For example, person birthdate, prospect callback date, product expiry date. Dates can be entered and displayed in a variety of formats.  Configuration aspects: Data Entry Allowed/Not Allowed Date Format Various Default Date Today/First day of accounting period/Last day of accounting period Creating a … Read more

Use the Description field on a master form when you want a field for capturing a single line of plain text of a limited length. For example, person name, company name, product name. Text in a description field is plain text. It can not be formatted during data entry. The description field input is a … Read more

Use the field label designer to change the name of a master form field, to format the label text and to specify the appearance of the label as the field’s keyboard focus changes. Most field types have a field label. The field label identifies a master form field. Default labels are assigned based upon the field … Read more

Each field type has its own Field Designer. The field designer lets you configure everything about a field except for its position in the Form Layout area.  Accessing Field Designers Click on a field to open the designer for that field. Close the field designer by clicking anywhere on the background of the field designer.  … Read more

Use the Note field when you want an area on a form for capturing variable length text. For example, shipping instructions on an order, justification for employee termination, description of inventory item.  On a data form (i.e. during data entry) text in the note field can be formatted: underline, bold, italic. Multiple formats can be … Read more

The Code field uniquely identifies an entity data form.  For example, inventory item CHAR-1000 Chair, Folding; vendor CHRSTI Christie Lighting. New created entity master forms have a default code field located near the top of the form. You can modify the field to suit your situation. Code fields can not be deleted or moved to the Field Recycle.  … Read more

Use the Choice field to offer a limited number of choices. The Choice field can be a checkbox list or a drop-down list. It can allow multiple choices or a single choice or no choice. It can be a single column or multiple columns.  Configuration attributes: Style: Check box style Drop-down list style Selection Type: … Read more

Form Layout Area The Form Layout Area is where you place fields templates to create a master form. Think of it as a canvas on which you will design your form. Add background images or color by clicking the Set Graphics control button. Resize the Form Layout Area using the double-head arrow in the bottom … Read more

The three images below show the same address form but displaying different formats and labels depending on the choice indicated in the choice field. Data Entry Form showing Different Visibility Block Depending on Choice Field Value Data Entry Form showing Different Visibility Block Depending on Choice Field Value Data Entry Form showing Different Visibility Block … Read more