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:

Record 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

Modifying Form Fields

To delete a field from a form complete the following:

1. Go to Management
2. Go to Settings
3. Go to General Settings
4. Scroll to Configure the fields used in RecordPoint forms
5. Select the Record Type
6. Select the Form type

Deletions:

1. Select delete on the field to be removed
2. Click Update

Add an existing field:

1. Click add
2. Select required field from available fields for that form
3. Click Update

Add a custom field:

1. Add field to the RecordPoint site
2. Add field to the content type of the RecordPoint file type
3. Click add
4. Select required field from available fields for that form
5. Click Update