Permit Management
Fields Tab
Fields Interface
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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
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.
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Numeric Fields
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.
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Date Fields
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.
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Lookup Fields
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 Values link for the field in the main table.
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4. Click Add Value.
5. Enter in the value title and click Add.
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Add New Statuses
1. To add a new status, click the Status button in the sub-menu.
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2. Click Add Status.
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3. Enter the Status Name and select the color of the status from the drop-down menu, then click Add.
4. To edit an existing status, click on the edit icon in the status' row within the table.
Status Defaults
1. To set a status default for a permit to display upon creation, click the Status Defaults button in the sub-menu.
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2. Select the desired default status from the drop-down menu and click Apply Changes.
Permit Management Tutorials