Cross Connection
Fields Tab
Fields Interface
Adding Fields
To add a new field, click on the desired type of field within the side menu.
- Text field - accepts text, symbols, and numbers
- Numeric field - accepts numbers and decimals
- Date field - accepts numbers formatted as dates
- Lookup field - creates a drop-down menu box
Text Fields
The Text Field accepts text, symbols, and numbers.
1. To add a text field, click Add Text Field in the side menu.
2. Enter in the Field Name and a default value to display upon the creation of a new permit.
3. Click Add Field.
Numeric Fields
The Numeric Field accepts numbers an decimals.
1. To add a numeric field, click Add Numeric Field in the side menu.
2. Enter in the Field Name, the number of decimals to be displayed, and a default value to display upon creation of a new permit.
3. Click Add Field.
Date Fields
The Date Fields accepts numbers formatted as dates.
1. To add a date field, click Add Date Field in the side menu.
2. Enter in the Field Name and a default number of days away from the permit's creation date to display in the field.
3. Click Add Field.
Lookup Fields
The Lookup Field creates a drop-down menu box.
1. To add a lookup field, click Add Lookup Field in the side menu.
2. Enter in the Field Name and click Add Field.
3. To add values to the drop-down menu, click the orange Values link for the field in the main table.
4. Click Add Value.
5. Enter in the value title and click Add.
6. To edit an existing value, click the orange Edit button in the value's row. To delete an existing value, click the red X at the end of the value's row
Adding A Status
1. From the Fields tab, click the Status button in the sub-menu.
2. Click the orange +Add Status button.
3. Type in the status name, select a color, then click Add.
4. To edit an existing status, click on the Pencil icon on the left side of the corresponding status. To delete a status, click on the red X on the right side of the status.
5. To set a status as a default status for new entities, click on the Status Defaults tab.
6. Select the status you want to set as default when a new license is made, then click Apply Changes.
