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Adding fields to an occurrence form
Who is this article for?
Users managing occurrence forms.
Administrator privileges are required.
Occurrence forms are created from scratch using fields from your field bank.
Fields can be various types, such as memo or text, each with specific controls and validation.
This article outlines how to edit an Occurrence form to add fields to your layout.
1. Editing a form
To edit the form:
- Navigate to the Administration module.
- Go to Incident and Occurrence Administration.
- Click Form Management.
- Locate the form in question.
- Click Edit.
- Click Continue to view or edit the current form.
- Click OK.
2. Adding a field
To add required fields:
- Access the form editor.
- Add the field in question from the Field Bank.
- Ensure that the field properties are correctly configured so it is active and not disabled.
- Click Save.
After completing these steps, you should be able to see the newly added field in the form without it being greyed out. This change will apply immediately and should resolve any visibility issues related to the field.