Add a Custom Field to a Form

Before you can add a custom 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 Custom Field to the Workflow Table for more information.

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

To add a custom field to a form:

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

2. In Workflow Type Configuration, search for the workflow type to which you want to add a custom 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 Custom Fields on Workflow grid toolbar, click Insert.

4. In the All Workflow Custom dialog box, search for and select the custom 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 in the database.

5. Click Save.

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

What do you want to do?

Remove a custom field from a workflow form

Add a source field to a workflow form

Customize form elements using the Form Designer

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