Locating an Additional Form or Field
The existing additional forms for companies, contracts, and projects are listed in the Additional Form Admin Browse screen. From the Browse screen, the additional fields added to the default Company, Contract, and Project Profile screens can also be accessed.
Locating an Additional Field
The Additional Fields category houses the fields that Administrators have added to the default Company, Contract, and Project Profiles. Users access the Administrator-defined fields for a profile by displaying the Additional Fields section in a Company, Contract, or Project Profile.
- Click the Gear Icon in the Navigation Toolbar, and click the Additional Forms link in the menu.
- In the Additional Form Admin Browse screen, locate the Form Type: Additional Fields category.
- In the Additional Fields category, click Contract Additional Fields, Company Additional Fields, or Project Additional Fields to display the Profile Edit screen for the selected Profile.
- Scroll through the additional fields in Column 1 and Column 2 to locate the field you want to edit, hide, or needs an Information Panel.
Locating an Additional Form
The Company, Contract, and Project categories in the Additional Form Admin Browse screen contain a list of the forms that Administrators have created and linked to specific groups/types of companies, contracts, and projects. Users access the Administrator-defined forms that are linked to a Profile by clicking on the Additional Forms link in a Company, Contract, or Project Profile.