1Blank Fields are the uncustomized, basic fields you use to set up your form. Drag-and-drop single text line boxes, multi text line boxes, image upload options, etc. 2WORKetc fields are those that integrate WORKetc data into the field. For example, with "Contact Picker", a dropdown menu will appear that loads all existing WORKetc contacts. You can also add different dropdown menus that load WORKetc activities, products, and other items. 3Existing fields are those already created and customized using previous forms. This gives you a quick way to select commonly used fields. 4 This is where you drag over and re-arrange the fields that you'd like to display in your sets of custom fields
1When viewing the "Field Settings" tab, click on a field in the form and the settings for that field will appear on the left hand side. In this example, "Current Projects" is the field that was clicked, as shown by the corresponding options displayed on the left. Note: Each field type has it's own settings and customization options. In the image above, the example being used is a single-line text field. For something like a dropdown menu, there will be additional options - and these are explained further down.2The Field Name gives WORK[etc] a way of referring to that field for use inside the Custom Fields module as well as for things like reporting. 3The Field Label shows what will display beside the field when it is created and placed somewhere. 4You can make a field mandatory for completion by selecting "Required." This will be denoted by an asterisk* beside the field label.5Set a Predefined Value to display within a text field, which can be used as an indicator to the user as to what's supposed to be put in that field.6You can add additional instructions for the user that will display in a blue box on the right hand side of the form (as shown).
1The "Multi Select" option will give users the ability to select multiple options from a dropdown menu instead of just one.2Create options for your dropdown menus using the "Choices" setting. Add and delete options, and move them up or down.
1 Enter a name for your group of custom fields.
2 Enter a description for the custom field group.
3 Select objects in WORK[etc] on which you want these custom field groups to appear (Timesheets, Support Cases, Projects, etc)
4 Select if you want the values from the custom field groups to show on related objects. For example, if a custom field group is typically shown on Company and Person contact records, you can also have the values in those fields visible under the Support Cases as well.
5 You can also choose if you only want certain people or workgroups to see these custom fields. Select those people or workgroups from the drop down menu.
6 You can choose who you want to be able to edit the data within the custom fields by selecting a user or workgroup from this drop down menu.