Record List Configuration
Explains how to configure the fields displayed in a module's record list, allowing administrators to set default and optional fields for user views.
A Record List defines fields available for users to include in their module view as column headers. Administrators set default and optional fields. To configure, navigate to the Record List tab of the Form Editor.
Add fields to display by default in a Record List
- Select Add under Select fields to display by default in record list (max 10)
- Choose the field to include.
- Repeat to add all required default fields.
- Select Save.
Add fields to display as optional in a Record List
- Select Add under Select fields available for users to optionally add (max 20)
- Choose the field to include.
- Repeat to add all required optional fields.
- Select Save.
Notes
Other non-field attributes can be added to the record list columns:
- Author
- Version
- Form Name
- Doc #
- Status
- Link
- Creation Date
- Accountable Person
- Attachments
- Date status changed to [...]
Additional settings include
- Choosing the timeframe for records to include, e.g. this month, last 6 months, etc
- Toggling whether status colour is displayed
- Setting the default sort column
Version: 1
Defining the Workflow
Details the process of creating and configuring form workflows, from simple step sequences to advanced options like step submission behavior, visibility conditions, and automated workflow advancement through rules.
Consolidated Module Views
A guide for administrators on configuring a Consolidated Module View. Learn how to aggregate records from all forms within a module into a single, unified list and customise its columns and behaviour.