Changing Custom Form Attributes

Path: Admin > Form Attributes > Custom Form Attributes

Caution: Restrict access to this window. The WebTMA System Administrators for your organization are the persons who should make any changes. Ideally, your administrators consult with WebTMA staff to determine what, if any, changes are needed.

Create Custom Forms when you want to copy an existing form and add this new form to the WebTMA menu. The Enable and Default Value options give you more control of a custom window than a System Form.

Custom Forms are restricted to named users from the Security Tab. In addition, you can mark the Override System check box on the Custom Form Entry popup window to remove the System Form for a User, Group, or Repair Center. When the check box is marked, the System Form is not on the menu.

Like the System Forms, your WebTMA System Administrators change the characteristics of fields, Action Menu, or Tabs to meet the practices of their organization. When a default value is populated, a green dot indicates that a default value has been applied to the field. This is visible only in Edit mode.

The following list describes options available for certain windows and fields:

• Require. Make the field a required entry, and prevent saving a record until the information is provided.
• Enabled. Allow data entry in the field. If the check box is clear, the field is dimmed, but users can see the contents.
• Visible. Show the field on the window. If the check box is clear, the field is hidden from everyone's view.
• Tab Stop. Include or exclude the field as part of the tabbing navigation.
• Dropdown. Include a down arrow in the field so users can view a selection list.
• Popup. Show or hide the ellipsis button to allow or deny users a more complete search for field contents. If you clear the Dropdown check box, you can clear this check box as well to prevent opening the related popup selection window.
• Default. Set a frequently used value for the field.

Hiding Tabs has certain restrictions. See How to Show/Hide Tabs for more information. In addition, see How to Show/Hide Action Menu Items for information about the Action Menu feature. Note that Tabs on windows in WebTMA GO (iPad forms) cannot be changed in any way.