Fields in Assurance allow users on a Form to submit data into a Register Template. If you have Administration or Super User access, you will be able to edit the Fields via the Register and Forms Templates.
This guide provides guidance on:
The Options Available Within the Fields Tab
The Buttons within the Fields Tab and their Uses
The Options Available Within the Fields Tab
The fields tab provides you with range of options including the option to:
- create a new field
- add a new field from the Assurance field library
- create a table
- make fields dependent on answers in other fields
- create formulas based on values entered in numeric fields
- set the visibility of fields in a stage
- create a default view for users
- add the risk matrix to your register template
- preview the form layout
The Buttons within the Fields Tab and their Uses
Along the Top Bar under the Fields tab, you will find the following buttons and options.
Top Bar Buttons | Description |
---|---|
+ New Field | Allows you to create a new field or add existing fields from the Assurance Field Library. |
+ Risk Matrix | Adds the Risk Assessment field to the Register Template. For more information, please refer to How to Create a Risk Register in Assurance – Support Hub (zendesk.com). |
Visibility | Set the visibility of fields to optional, mandatory, hidden & read only by stages. For more information, please refer to How to Adjust the Visibility of Fields on a Form in Assurance – Support Hub (zendesk.com). |
Default View | Set the default view to the register list screen for users. |
Show Inactive | Shows any inactive fields which are part of the register template. |
Filter Fields | Allows you to filter the fields in the register template to display all field or based on the selected type. |
Preview | Allows you preview the Form layout while you are building the Register Template. |
How to Edit Fields on a Form
1. Click the Gear in the top menu
2. Click the Registers & Forms Templates button
3. Click the name of the template you would like to edit the fields for, in the example below we have selected Monika & Pavneet's Test
4. Click the Fields tab
5. Click on the field you would like to edit. In the example below we have selected Title.
6. Click the Edit button
7. From here you can make the desired edits.
8. Click to save these changes.
Please note: Once a template has been used (data has been logged against the template), you cannot change a field Type or remove a field completely. You will need to archive the old field (make inactive) and create new one.
Additionally, even if the template has not yet been used, if the field has been used in another Register, it cannot be removed and the Type cannot be changed. You will need to archive the old field (make inactive) and create new one.
You will still be able to report on deactivated fields. However, the information will be in the History tab of the Register item/s.
See our Guide on Deactivating and Removing Fields for more information.
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