Editing Forms

Forms are edited by clicking the Form Configuration button in the Left Navigation Bar.

When launching the Form Editor, you'll first be presented with a list of available forms. You can edit an existing form, or add a new on by clicking the Add Form button. The only parameter to specify when adding a new form is the name of the form itself.

The list of current forms will be displayed in a Configuration Grid. The columns (form parameters) available to display in the grid are:

All fields, regardless of which form(s) on which they appear, are created in the Field Editor. When adding any field to a particular form, there are several parameters available:

Table 23. PEER™ Field Parameters on Forms

Parameter	Description
Name	An alphanumeric description of the field which will appear as the field label on its various forms.
Type	The type of field used to capture data when creating or editing a ticket.
Values	For fields which are limited to a particular set of values (i.e. Selectbox, HierarchySelect, Radiobutton, etc), those are entered here as a comma-delimited list. These are shown here for reference, and are only editable in the Field Editor.
Read Only	The Administrator may determine if a field should be read-only (non-editable by the user) on a particular form. For example, a field may be entered once on the Create form, but not changeable on the Edit form. This allows the user to reference the original value when subsequently editing the ticket.
Required	The Administrator may determine if a field should be required on a particular form. In some cases, the user who opens the ticket may or may not have the information to complete a particular field at the outset, so it wouldn't be required on the Create form. Conversely, the user who acknowledges the ticket in the Edit form might then be required to complete that field.
Visible	Most fields can be hidden on any form. This would be useful when deprecating a field, in order to preserve historical data which was entered in it.
Order	This is a number which determines the order in which fields appear on the form.

Editing a Form

When you edit a form, a Form Configuration Wizard appears, with three steps, to each of which you can navigate with the wizard timeline:
1. Form Details: Allows you to edit the name of your form only
2. System Fields: Determines which system fields will appear on your form, and in what order
3. Custom Fields: Determines which custom fields will appear on your form, and in what order
Check your Form name to ensure it is correct, or edit it if you wish
Click the Next button, or click on the System Fields button. The system fields will be presented in a standard Configuration Grid, with a column for each form field parameter listed above.
Note
A maximum of 6 columns can be visible at a time in a Configuration Grid.
Click on the + Field button to add a new field, the pencil icon next to a field to edit it, or the trash can icon to remove the field from the form.
Most attributes are read-only when placing system fields on forms (i.e. "Area", "Asset", "Status", etc). The exception is the "Name" attribute, which can be changed based on the form where it is added. For example, you could change the field name "Andon Status", to appear as "Maintenance Status" on the Maintenance Form, without affecting the actual back-end field name.
Click the Next button, or click on the Custom Fields button. Any custom fields added to a form will appear after the system fields. Add only the fields which apply to the form you're editing.

The following attributes can be edited when placing a field on a form. Changes to the read-only attributes (i.e. "Type", "Value") must be edited using the Field Editor.

Attribute

Notes

Name

This attribute only applies to the current form. The name of the actual field will not change when editing in the Field Editor.

Order

Changes the order in which the field appears on the form relative to other fields. System fields always appear first. After than, enter numeric values to determine order. Duplicate numeric values rever to alphanumeric sorting on the Name field.

Required

Determines whether submission of the form is allowed without providing a value.

Read Only

Allows a field's value to be displayed on the form without an operator being able to edit it.

Visible

Create	Field appears when creating a new ticket
Update	Field appears when updating an existing ticket
Edit	Field appears when editing a ticket using Managing PEER Tickets

Click the Submit button.
Any changes you made will be reflected in the Configuration Grid.
Warning
If your grid is filtered or sorted, be mindful that the new row might not be visible on the current page of rows, or based on the current column filters and/or keyword search.
When satisfied with your changes, click the Save Config button to commit them. You will need to refresh any browser windows using the Runtime for them to be reflected there.

In this section:

Editing Forms

Editing a Form

Note

Warning

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