Working with custom fields and forms
Forms in EVX Software carry the standard fields of each record plus the fields your firm adds, such as a site area on projects or a billing contact. Anyone who can create or edit a record fills in its custom fields. What you can open and change depends on your permissions for the record's project or client. See Permissions and access control. Administrators set up the fields in Custom properties and subtypes.
Jump to:
- Read a form
- Fill in custom fields
- Fields that fill in or sort themselves
- Custom fields in lists
- Example: setting up a new site investigation
Read a form
- Groups. Fields are grouped in panels, such as Main Data, Proposal Information, Site Data, and Billing and Invoicing Information on a project.
- Required fields. A
*after the label marks a field you must fill in. - Help text. A short description under a field says what to enter.
- Subtypes. When a record has a subtype, the form's title names it, such as "Edit Historic Survey", and the form shows the fields of that subtype. Some fields may be on a tab of their own.
Groups split the form into panels, and help text sits under each field.
Fill in custom fields
| Field | How to fill it in |
|---|---|
| Text, numbers, email, web address | Type the value. |
| Amount | Choose the currency and type the amount. |
| Checkbox | Check it for yes. |
| List | Choose a value. Some lists let you choose several. |
| Contact or user | Type a name or choose one from the list. |
| Date | Type the date or pick it in the calendar. |
| Address | Fill in the address fields. |
| GIS coordinates | Choose the format, such as Decimal Degrees (DD), and enter the latitude and longitude. |
Click Save changes. If a required field is empty, the record isn't saved until you fill it in.
Fields that fill in or sort themselves
- Calculated fields take their value from other fields. On a project, for example, Site area (ft²) updates whenever you change Site area (ac). The field's help text says what it is calculated from.
- Contextual dropdowns put the most likely choices first. On a project, Billing Contact lists the contacts of the project's client first, and everyone else under "Not classified in" and the client's name. If the person isn't there, click Add contact.
Custom fields in lists
Some custom fields also appear as columns in lists, such as the project list, so you can compare records without opening them. Your administrator chooses which ones. To show, hide, or sort columns, see Customize your views.
Example: setting up a new site investigation
A project manager opens a new Historic Survey project for a client. In Main Data she chooses the client. In Site Data she enters 12 in Site area (ac), and Site area (ft²) shows 522,720. In Billing and Invoicing Information she opens Billing Contact, and the client's accounts payable contact is first in the list. She saves the project, and the invoice team finds the billing contact ready.
What you can do next
- Creating a project, for the rest of the project form.
- Customize your views to choose the columns in your lists.
- Custom properties and subtypes for how administrators set up the fields.