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6.1. Global fields

Overview

Global fields allow the administrator to configure multiple fields with a single button click. This is done by configuring a field pattern to match against, along with the appropriate field attributes to be set with the matched fields. For example, you could have a pattern of *_dt to signify all date fields. The *_dt pattern would be configured with the date field type and a label of Date. When the apply global fields button is clicked, anything matching that pattern will have those field attributes applied to it.

Creating a global field

Use these steps to set up a global field using the example mentioned in the overview.

  1. From the admin icon in the top toolbar, select global fields.
  2. The global fields window should appear.
  3. Press the new button.
  4. See a new row added to the global fields list called NEW. Click on it.
  5. Change the name to all dates.
  6. Change the pattern to *_dt.
  7. Change the label to Date.
  8. Change the field type to date.
  9. Press the save button.

Applying global fields to an eForm

Edit any eForm that contains one or more fields whose names end in _dt. Go to the Fields/Sections tab and press apply global fields. When prompted, choose to apply to all fields. All the matching fields should now be labelled Date, and have their types set to date.

Applying global fields selectively

Notice that when you press apply global fields there is an option to only apply the global field settings to new fields. New fields arise when you have an existing eForm and its source document is modified to add one or more new fields. Once the source document is saved and re-uploaded, press the reparse button on the Fields/Sections tab and the new fields will appear in the OTHER section. At this point you can now press apply global fields, and utilize the option to just apply the settings to new fields.

NOTE: changing the attributes of an existing global field has no effect on any field that was previously matched against that global field. The only time global field settings are applied is by pressing the apply global fields button.

 

 

Knowledge Tags
global fields  /  field setup  / 

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