Add a Source Field to a Form

Before you can add a source field to a form, it must be in the workflow table in the database. If it isn't, you must add it using User-Defined Data. See Add a Source Field to the Workflow Table for more information.

After you have confirmed that the source field is in the workflow table, you can use this procedure to add it to a form.

To add a source field to a form:

  1. On the Navigation menu, click Administration ยป Workflow Type Configuration.

  2. In Workflow Type Configuration, search for the workflow type where you want to add a source field by either using the navigation buttons at the top of the form or using the Workflow Type Search dialog box.

  3. On the Fields on Form tab in the Source Field on Workflow grid toolbar, click Insert.

  4. In the All Workflow Source Fields Search dialog box, search for and select the source field(s) that you want to add. You can select multiple entries by clicking your preferred rows while pressing either CTRL (for separate entries in the list) or SHIFT (for a specific range of entries in the list).

    If the field that you want to add is not in the list, confirm that you have added it to the workflow table.

  5. If the Workflow Source Information Update Method field on the General tab is set to Manual Update, you can select the checkbox in the Fields on Form tab Editable column to indicate that you want the source field to be editable on the workflow form.

    In order to save this information back to the source system, you must add the Update Source workflow step action to the final step of the workflow. This updates those fields in the source system (for example, Cobra) with the changes. This option does not update Microsoft Project or Primavera data.

  6. In the Tab column, select the tab on which you want the field to display.

  7. Click Save.

  8. (Optional) Click the Form Designer icon in the toolbar to reposition the new field, change the layout, edit field labels, and make fields visible/invisible, among other things.

  9. (Optional) Use User-field mapping to designate the source field as a user field in the workflow process. See Identify Source Field in User Field Mapping for steps.

What do you want to do?

Edit the workflow

Remove a source field from a form

Add a custom field to a form

Customize form elements using the Form Designer

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