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Record Managers have the ability to enable/disable form fields that are applicable on the View Item, Search and List View forms for the Record, File and Box types. Listed below are the available form fields that can be edited:
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Forms available for editing
- Search Form
- Search Container Form
- Search Form Popular
- Retention Policy
- Navigation Facets
- Navigation Filters
- Browser
- Contents Form
- Disposal Approval
- Disposal Expired
- Disposal View
- Unclassified
- Unclassified Navigation Filters
File forms available for editing
- List View
- Search Form
- Search Container Form
- Search Form Popular
- Navigation Facets
- Navigation Filters
- Browser
- Contents Form
- Disposal Approval
- Disposal Expired
- Disposal View
Box forms available for editing
- Search Form
- Search Form Popular
- Navigation Facets
- Navigation Filters
- Browser
- Contents Form
See following article on Form fields available for editing.
Modifying Form Fields
To delete a field from a form complete the following:
- Go to Management
- Go to Settings
- Go to General Settings
- Scroll to Configure the fields used in RecordPoint forms
- Select the Record Type
- Select the Form type
Deletions:
- Select delete on the field to be removed
- Click Update
Add an existing field:
- Click add
- Select required field from available fields for that form
- Click Update
Add a custom field:
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Follow article Making a custom column availabe in RecordPoint before completing the following.
- Click add
- Select required field from available fields for that form
- Click Update