You open the Properties window either via the respective icon in the toolbar or with a double click or via the context menu. Data fields of the data record type which is used in the active page are displayed for each form. To insert a data field in the edit area, move the data field with drag and drop to the right part of the window. If you have inserted a data field in a form, this field is no longer visible on the left side as you can only use each field exactly once. In order to delete a data field, mark the field and press the DEL key.
Objects can be changed if they are marked with a blue outline after clicking them. Fields with a grey frame can be moved in the edit area, but you cannot change them.
In order to change the properties of a field, mark this field.
You open the Properties window either via the respective icon in the toolbar or with a double click or via the context menu.
The Properties window contains different settings depending on the field.
You change the look of all elements, the font, color, size, and so on, in the Display area.
Title is the name of the field.
Field is the name of the data field in the database. In the drop-down list, all existing fields of this data record type are displayed.
Type defines whether an input field is to be filled with data for texts, numbers, memos, dates, and so on.
Invisible fields are not visible for users and are usually automatically set while saving.
Example
Use an invisible field in which the current date is entered while saving. With that, you can filter these data records by date. You can also mark the priority as invisible field.
With a lookup field, you can display the content of a field in a certain table. The Properties window is opened. The special settings can be defined in the Table tab: select one of the available tables and then the field in the table. Users receive a drop-down list and can make a selection.
Default: enter here your default values for users. Defaults can consist of variables, for example, current user, current employee or date.
Set default when changing the form means that each time a user opens the form to make changes the default value is entered.
At Width, you can enter a maximum number of characters for this field.
Read only means that you cannot make entries in this field.
Mandatory field means that users have to enter values in order to save the form.
You can only set a mandatory field to "read only" if a default value exists.
A mandatory field is only displayed as read-only field if a value is entered. For new data records, this corresponds to the default value.
Display time stamp displays the corresponding icon for users above the Notes section. Clicking on this icon automatically inserts the user's name, the date and the time (time stamp).
For example, the notes field can be used for tasks with several working steps that require to communicate with colleagues. Each data record change is marked by a time stamp. Progress and results are thus easy to reconstruct.
Create HTML notes means that the notes are saved in the HTML format. If you select this setting, users can format their notes in a form with icons.
If you do not activate the option, the notes are saved as text (plain text).
If you open the Properties window for the Subject, you can define the title of the form. You can either create the title from the subject, a task is then called "Create new error task A" or "Edit change log B". Or you enter a separate title for the form in the Display following text field.
If users select participants for a data record in a form, you can define certain participants as pre-selection in the Team tab of the Properties window.
Click on the Participants field and then on Adjust element.