Add a Field to a Form

Fields enable task performers to view and edit data.

To add a field to a form:

In the object selector, select a workspace.
In the sidebar, hover over  Workflows and Forms, and select Form Design.
On the Form Design page, select a form.
On the Form toolbar, select the  Input Field icon and drag it onto the form canvas.
(Portfolio or Portfolio Project forms only) In the Select Fields dialog box, in the Business Objects field, select the kind of object that you want the field to update or describe.
The Business Objects value determines which kind of fields are shown in the Available list. For example, if you select Project, the Available list shows project-level fields.

By default, the value of the Business Objects field matches the context type of the form. If you want the field to update or display information associated with the same object as the form, do not change the value of the Business Objects field.

If you choose Project or Portfolio Project, and if the form includes at least one grid, you can set the Context of the field to Focused row in [grid name] after you add the field. With this configuration, when a user selects a row in the specified grid, the field displays information for the project described in the selected row.

Restricted configured fields in portfolio, program, and project forms show as non-editable for users that do not have Edit selected for the Edit Restricted Configured Fields workspace privilege.
In the Available list, select a field, and then select  Move Right to move it to the Selected list.
You can add multiple fields at once. To reposition a field in the Selected list, select it, and then select  Move Up or  Move Down.
Select Select.
Select the new field.
In the Properties: Field area, edit the field properties.
Select Save.
Note: When a form contains Scenario Type fields for Content Type: Portfolio, the form cannot be used to replace the default Details page.
When a form has certain conditions for Content Type: Project, the form cannot be used to create a project or proposal. These conditions are:
- Mandatory fields are missing in the form.
- All fields are individually set as read-only.
- The form is set to read-only (even if fields are editable).
- The following fields are added to the form: Document Grid, Image, Scenario, or Cost UDFs.

Tips

The values of some fields, including many related to schedule health and progress, are always determined by calculations and not user input. These fields cannot be marked editable in the Properties: Field area.
To reposition a field on the form canvas, select it, and then drag it to the desired location.
To change the width of a field, move your cursor to the left or right edge and drag it to the desired length.

Last Published Tuesday, May 21, 2024