Site Customisation - Fields

Site Customisation - Fields

Fields Overview

<Description>

 

Conditioning Fields

Understand how to condition Fields.

  • To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on July 27, 2016)

 

Creating a Bool Field

Understand how to create a Field of type Bool (will allow a Yes or No response).

  • To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on July 27, 2016)

 

Managed Field Content

The purpose of this guide is to provide instructions on utilising Managed Field Content in XPLAN.

At times you may wish to allow users to generate templates for the entry of text into a field. XPLAN allows for string fields to be set as Content Templates, allowing any user with a Client Focus license to create and save their own text entry templates.

When a user access a rich text field with Managed Field Content enabled, the user can access a list of their own saved templates, and shared templates, and automatically fill in the field's text content. Once a template has been used the user can then manually edit the text as required.

Further information on Managed Field Content here

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