Once the required fields have been added into the navigation section they can each be amended as needed.
Click on the Edit button against a field to undertake the following changes:
- Description - Change the default field Description (name).
- Mark the field as Mandatory - Tick this box if the field must be completed before the item can be submitted for approval.
- Mark the field as Read Only - Tick this if you wish to make the field read only for that stage or governance report. Note: this action will lock the field down to all users including System Administrators and TMI staff.
- Add in field level Help text – Help text can be entered directly here for the field. This will need to be repeated for each stage or governance report that you wish this help to appear on (this will be automatically included in any stage/governance report copies). Alternatively, generic help can also be switched on from here. See How to add help for more information.
- Add Character Limits on free-text fields - A positive value will restrict the text input to this limit. A negative value will only act as a warning to the user.
- Apply the ‘Show in Summary’ flag - Tick this box on any field within a one-to-many control to include the selected field in the Summary View display on that control. This box can also be ticked on certain project level or governance report fields to be included in the summary table view. See What are tables for more information.
- Additional Yes/No Options - Add additional options to a Yes/No lookup field. Note: this option is only visible when editing a Yes/No lookup. See How to populate a lookup table for more information.
Properties
Access the properties information in this view via the downward triangle > properties menu when editing a field. This is particularly useful when trying to identify the lookup table name.
Remember
- Make sure you arrange your fields in a logical way so that the summary views are clear and user friendly.
- Any fields with help text will be identified by an 'i' icon. Clicking on it will display the help text.