Home → Using LincDoc 3.1+ → eForm Administration → Field Toolbar Options
7.8. Field Toolbar Options
Notice there is a Fields/Sections tab where you get to specify the finer details of section and field objects in the eForm or Document Package. Refer to the chapter on Field Attributes for the details of setting individual field configuration items.
The options described in this topic appear along the top of the Fields/Sections tab, as shown below.
About the Field/Section Tree
The left hand pane of the Fields/Sections tab shows all of the eForm's sections and fields in a simple tree structure. The order of the items in this tree dictates what the end user sees when completing the eForm. Field sections may be collapsed or expanded by toggling the arrow icon that immediately precedes the section name.
Creating a New Section
You can add new section using the create new section button.
Arranging Fields and Sections
You can move fields and section within the Fields/sections list.
Note: Multiple fields can be selected by holding down the CTRL key and left-clicking each item you want to manipulate.
Once a field is selected, it can be moved using either of the following two methods:
- In the Fields/sections list, you can drag-and-drop the field (or section) to a new location. A green check mark icon appears when a suitable location is being hovered over.
- Click the move field(s) button and select the new location from the selections that appear.
Sections can only be moved using the drag-and-drop method in the Fields/sections list.
Reparsing
You can use the reparse button to force the system to rescan a modified (re-uploaded) source document. Any new fields that are detected are automatically added to the OTHER section. Any fields that were removed from the source document are also removed from the Fields/sections list.
Conditional Paragraphs
Conditional text/paragraphs are only used in document packages, not eForms. Refer to the chapter on document package administration (link) for further details.
Applying Global Field Information
You can use the apply global fields button to quickly apply pre-configured field information from the global fields library. You can choose to apply the information to either all fields of only newly added fields.
Form Validation
After a user has completed the data entry process, it is sometimes desirable to run one or more checks to ensure the data being submitted meets predefined requirements. This step is where the form validation conditions button comes is used. Clicking this button open the Form validation conditions dialog box, which allows you to configure one or more conditions that will be checked when the form is submitted. If one or more conditions fails, you can display a customized alert message to the form's user, providing instructions on what needs to be done to proceed.
For more information on creating conditions, see Creating and Editing Custom Conditions.