Advanced Configuration
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. Administrators set default and optional fields.
Add fields to display by default in a Record List
- Select Add.
- 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.
- Choose the field to include.
- Repeat to add all required optional fields.
- Select Save.
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.
Calendar View
Describes how to enable and configure a calendar view for modules, allowing records to be displayed based on a selected date field and caption.