How to add fields to a form record list?

To add fields to a form's record list, an administrator must configure the record list settings within the system's administration panel. This allows for defining which fields are displayed by default and which are available as optional columns for users.

Steps to Add Fields to a Record List:

1. Navigate to the Administration section.

2. Select the Form/Workflow Definition tab.

3. Open the specific form for which the record list needs to be configured.

4. Locate the Record List configuration area.

   • To add fields to display by default:

     1. Select Add.
     2. Choose the field to include from the dropdown list.
     3. Repeat for all required default fields.
     4. Select Save.

   • To add fields to display as optional:

     1. Select Add.
     2. Choose the field to include from the dropdown list.
     3. Repeat for all required optional fields.
     4. Select Save.

For more details, refer to the "Record List Configuration" documentation.