Create a new Default Form design - j5 - 28.0 - Administration & Configuration - Hexagon

When a new Default Form design is required, it may make sense to start from a blank Default Form template. To aid the design process, j5 provides a shortcut menu option to quickly place the commonly used input fields.

To use the default input fields:

1. Right-click a cell and select Place Default Field. The default field options appear in a neighboring shortcut menu.

   The operations logbook Place Default Field shortcut menu option is only available in the Operations Logbook scope.

2. Select the default field you want. The field appears in the selected cell.

   The recommended default input fields are marked with an asterisk [*]. These fields display the key information about the operational event.

   Each default input field has its default configuration settings attached:

   • AddToHandover[*] provides a check box. When the check box is selected, the operations logbook entry is imported into the relevant shift handover entries.

   • Area [*] provides a Hierarchy Select input type connected to the Operational Areas data store.

   • Attachments provides an Attachment input type.

   • Category [*] provides a Hierarchy Select input type connected to the Operations Logbook Categories configuration table.

   • ClosedByUser displays the name of the user who closed the entry (selected the Closed status) (read-only).

   • CreatedByGroup displays the user rights group of the user who created the entry (read-only).

   • CreatedByUser displays the name of the user who created the entry (read-only).

   • Equipment provides a button to access the Asset Selector.

   • EventTime [*] provides a user-entered Date & Time input type.

   • LastModified displays the time the entry was last edited (read-only).

   • Message [*] provides a Rich Text input type for the entry’s description.

   • NumNotes displays the number of notes added to the entry in the Operations Logbook list view.

   • Priority provides a Choice input type with the priority options preconfigured.

   • Status [*] provides a Choice input type with the status options preconfigured.

   • TimeClosed displays the time the entry was closed (read-only).

   • TimeCreated displays the time the entry was created (read-only).

3. Merge cells together as required for larger input fields. A Rich Text input box requires a large merged cell for optimal display.

4. Give each input field a label.

5. If required, insert additional fields using the Type option list on the Properties tab.

6. Preview the form.

7. When you are satisfied with the design, click .