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Creating Custom Tabs in Field Reports

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Creating Custom Tabs in Field Reports

Postby Jason Morrison » Mon Oct 05, 2009 7:21 pm

The option to create a new Custom Tab has been available for some time. This feature gives you the ability to capture additional data in a Custom Field tab that you setup and configure.

The Setup link from the left menu in Field Reports will give you the option to select Custom Tabs.

To create a new tab select the Create Tab button at the bottom. Create a name for the new tab and select the Multiple Entries box if you want to allow people to enter multiple entries on the tab. Select the Field Report type that the custom tab will appear on.

Once the tab is created you can go to the Fields tab and select the new custom tab name you have created and create fields for the custom tab.

Click Create Entry from the bottom to create the field, create a field Name, and select which type of field it will be. Options include Text Box, Text Area, and Drop Down List.

If creating a drop down list, it will give you the option to enter in the various choices for your drop down.

Custom Tabs is a great way to capture the additional data that is not located in the Field Reports or meet some of your companies unique needs in regards to field reporting.

Regards,
Jason R. Morrison
Manager Project Implementation & Training
Digital Business Integration
Jason Morrison
 
Posts: 150
Joined: Mon Oct 05, 2009 5:49 pm

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