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Administrator
Display Order of Fields
A user can also decide the order in which fields are
shown in a form. To do this:
1. Click the appropriate view name in the Field
Order column.
A page listing all chosen fields are listed.
5. Indicate the order you would like the tables to
be displayed in the form by clicking on the
arrows in the Table Order column.
6. Click Save Changes.
Form Roles and Users
Some users are given the option to choose specific
roles or users that should have access to a form. If
this is the case, a table like the one below will be
visible:
2. Click on the arrows to the right of a field name
to move a field higher or lower on the form.
3. Click Save Changes.
Selecting Child Tables
Child table options for a form will change
depending on the base table chosen.
To select a child table:
1. Click on [Select Child Tables].
A page listing all child tables, compatible with
the chosen base table, appears.
2. Select the checkbox next to any table you
would like visible on the form.
3. Click Save Changes.
You are returned to the New Form page and
the names of the tables chosen are listed under
Child Tables.
4. Select the appropriate fields for each table.
Fields are selected in the same way as for the
base table.
To add users or roles for the form, highlight the
appropriate listing in the listbox below All Users
and Roles and click Add. This will move the listing
into the Permitted Users and Roles listbox to the
right.
To remove a listing from the Permitted Users and
Roles listbox, highlight the appropriate listing in
the listbox below Permitted Users and Roles and
click Remove.
If roles or users are chosen, even if an individual
user is missing a role (for example, one to view a
specific table in the form), this role is granted to the
user for the use of the form automatically.
Editing a Form
After a form has been created, the information can
be edited at anytime as long as you are logged in as
the user who made the form in the first place, or
you are assigned the appropriate privileges to edit
other user’s forms.
To edit a form:
1. From the Manage Your Forms page, select
the form from the listbox.
2. Click Edit.
152•BioSAR Enterprise
CambridgeSoft
Manage Your Forms