, 
,
, and 
buttons to move one or all the fields between the Available and Selected
boxes.The Form Profile Detail tab on the Form Profile form is used to configure how a form is presented to the user. Specifically, the details determine the following:
Which fields/columns the user can see on a form. Note a Form Profile does not determine which forms display to a user. A form must also be enabled in the user's Security Role in order for the user to access it.
Which fields/columns in a form the user can sort and how the fields should be sorted.
Which fields/columns in a form will display to the user when adding or modifying a record.
The Form Profile Detail form contains several configurations for a form's fields (Selection Criteria, Resultset Fields, Sortable Fields, etc.). These configuration sections are explained below.
To enable a field (make it visible or sortable), you need
to move it from the Available
area to the Selected area. Use
the , ,
, and
buttons to move one or all the fields between the Available and Selected
boxes.
See Also:
Form Profile Detail Field Descriptions
Info Message
If you select a System Required Form Profile from the Form Profile Name field, the Info Message "System required, cannot be changed" appears at the top of the form. This message displays because you cannot modify a System Required Form Profile. However, you can make a copy of a System Required Form Profile that has the same settings as the original record.
Form Name
Identifies the form that is highlighted on the left side of the Form Profile form.
Selection Criteria
If the form has a filter, the Selection Criteria allows you to specify the fields that can be used to filter records.
Available lists the fields that can be included in the filter area of the form.
Selected lists the fields that are currently visible in the filter area of the form.
Resultset Fields
The Resultset Fields are the fields that display to the user when the form is opened.
Available lists the fields that are not yet visible on the form.
Selected lists the fields that are currently visible on the form. You can reorder the fields using the up and down buttons. The field listed on top is the field located on the far left side of the form.
Sortable Fields
The Sortable Fields section is used to configure which fields on the form may be sorted. If the user clicks a column that contains a sortable field, the records will sort based on the information in that column (in ascending or descending order).
Available lists the fields that are not yet sortable.
Selected lists the fields that are currently sortable.
Tab Order
The Tab Order section determines how a form's tabs will display. The tab forms usually display details of a record selected on the main form.
The Tab Order section can only be used for certain forms.
Available lists the tabs that are not yet visible on the form.
Selected lists the tabs that are currently visible on the form.
Sort Order
The Sort Order section determines how records will be sorted when the form is first displayed to the user (i.e., the default sort). The Selected fields are the fields by which the records will be sorted. If any records are duplicates, they will be sorted by the second field listed in the Selected box. Use the up and down arrow buttons change the order of the sort fields.
The field name will be followed by :asc for ascending (A-Z) order or :dsc for descending (Z-A) order. The default sort is ascending. To change the sort order in a field from ascending to descending, you must use the Toggle Order button after bringing the fields to the Selected area. See Toggle Order below.
Available displays the fields that are not yet used for the default sort.
Selected displays the fields that are currently being used for the default sort.
Add Criteria
The Add Criteria section determines which fields will display when adding a record on the form.
Available lists the fields that are not yet visible on the Add form.
Selected lists the fields that are currently visible on the Add form.
Modify Criteria
The Modify Criteria section determines which fields will display when modifying a record on the form.
Available lists the fields that are not yet visible on the Modify form.
Selected lists the fields that are currently visible on the Modify form.
Click Main Menu > Configuration > Form Configuration > Form Profile.
Click the 
Filter button to display the Form Profile Name field.
Select the Form Profile Name you want to configure from the drop-down list.
You can also click the 
button
next to the Form Profile Name field and select Lookup from the pop-up
menu. Select a record from the Form Profile pop-up form and click
OK.
On the left side of the main form, select the form name you want to view.
The Form Profile Details will appear.
Click Main Menu > Configuration > Form Configuration > Form Profile.
Click the
Filter button to display the Form Profile Name field.
Select the Form Profile Name you want to configure from the drop-down list.
You can also click the button
next to the Form Profile Name field and select Lookup from the pop-up
menu. Select a record from the Form Profile pop-up form and click
OK.
On the left side of the main form, select the form name you want to configure.
On the Form Profile Details form on the right, use the Selection Criteria, Resultset Fields, Sortable Fields, and other sections to configure the form fields.
Click Save.
The Preview button
on the toolbar on the Form Profile Detail form allows you to view what
a form will look like to the user, based on the current configuration.
Click the Preview button to preview the form that is currently highlighted.
To exit the preview, click the 
in the upper right corner
of the previewed form.
Preview is not available for the Supervisor Dashboard, Employee Dashboard, or Mobile forms.
To change the sort order for a field, follow the steps below:
In the Sort Order box, go to the Selected box and click the field that you want to change from ascending to descending order (or vice versa).
Click Toggle Order at the top of the form.
The order changes from ascending to descending (or vice versa). The field name will be followed by :asc for ascending order or :dsc for descending order.