Permit Management
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
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
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
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
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.
4. Click Add Value.
5. Enter in the value title and click Add.
Add New Statuses
1. To add a new status, click the Status button in the sub-menu.
2. Click Add Status.
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.
2. Select the desired default status from the drop-down menu and click Apply Changes.
Permit Management Tutorials