How do I add a field to a form?

Tuesday, August 12, 2014 By: Kirstin LynchIn: X3 FAQs Print

First go into any record for the form you want to modify. Ex. select to view any work order if you want to add a field to the work order form.
Hover your cursor over the "Options" menu item located across the top of the form and select "Customize Form" from the drop down list.

Select an existing yellow folder on the form somewhere to add a new field. If no yellow folders are available on the form you must add more using the options located underneath the form.

After selecting a folder a pop up window will appear. From this window you can either choose to add an existing field or create a new field. (Typically it is a good idea to check the list of existing fields first to make sure the field you want to add doesn't already exist before creating a field in order to avoid having duplicate fields)

If adding a preexisting field, simply select the field you want to add from the list and hit "Select Field". If adding a new field, fill out the information under the Create New Field section and select "Create Field."

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