Working with a Form

Working with Forms is fairly straightforward and in most cases you simply key data into a field. Some fields are interactive and respond as data is entered into them, date and attachment fields for instance:

Form

Features of a Form:

Default values

A field can include a default value, Accession Lot in the example above.

A default value is typically provided by the Form's designer if the value is most often used in a field. Unless it has also been configured to be read-only, you can change it if required.

Date fields

Date fields display a hint indicating the format of dates. When the cursor enters the field, the hint disappears and a calendar pops-up:

Either:

  • Select a date in the current month.
  • Use the previous / next arrows in the pop-up header to select a past / future date.
  • Key a date in the required format.

Attachment fields

An attachment field allows users to search for and link a record to the current record (the record being created / edited with the Form).

Valued by is an attachment field linking to the Parties module. As characters are entered in an attachment field, matching records are dynamically listed. Select the record to attach:

Optional, mandatory and recommended fields

Fields are configured to be optional (if you have data, enter it in the field), mandatory or recommended.

Fields that are mandatory or recommended contain an icon:

The field is mandatory (Valued By in the first image above). It is not possible to save a record if a value has not been provided for a mandatory field. Feedback will be provided indicating that the field must be completed.

Place the cursor over the icon for a definition of the icon:

Or click the icon to display a message about what is required of the field.

Completing the field is recommended but not required (Reason for Valuation in the first image above). The Form will save whether there is a value in the field or not.

Place the cursor over the icon for a definition of the icon:

Or click the icon to display a message about what is required of the field.

and

These buttons are disabled (grey) until data is entered in a field. An enabled button is coloured:

and

Collapse and expand sections.
  1. Enter data and click Save to save the data and clear the Form ready for a new record.

    When the Form is saved, it undergoes standard EMu validation (checking that numeric values are entered in fields configured as numeric, for instance; checking that mandatory fields have been completed). A record that fails validation will need to be corrected before it can be saved.

    Feedback is provided indicating how one or more fields fails validation.

  2. When you have finished entering data, click:

    Return to the Home screen.

    If you belong to more than one project, the Home screen lists all the projects you belong to. If you belong to one project only, the Home screen lists the data entry Forms and any Editors you have access to.

    Return to the list of Forms and Editors you have access to in the current project.

    -OR-

    Click to exit the application.

    Note: It is possible to bookmark a Form in order to return directly to it rather than navigating through projects.