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Custom Forms

    Atollon provides Forms functionality that allows Atollon administrators add new custom fields to existing Contact Folders, Simple Folders, Projects or Activities and Milestones.

    Custom Forms Features

    Custom Form Fields

    Edit Field

    You can add new Edit Field into Form to add simple text, date field, inteager or numeric field into Custom Form. Set it in Edit Fields variables: Constraint.

    Checkbox

    This field is used to set Yes/No data.

    Memo Field

    It is possible to add multi-line plain-text notes to Custom Form.

    Listbox

    This it the only multi-select component for fixed values. You can switch whether the Listbox is multi-select or simple-select.

    Combo

    Simple option selector for fixed values.

    How to Create New Custom Form?

    How to Assign Custom Form to Contact Type?

    You can assign the Custom Form to Contact Type eithery by assigning it to Contact Folder Type or Contact Folder Template.

    How to Assign Custom Form to Project?

    You can assign the Custom Form to Project either by assigning it to Project Type or Project Template. Both Forms may be used at the same time.

    How to Copy Custom Form?

    1. You must create blank destination form (for create ACL)

    2. Go to psql for get ID of used forms

    select id,form_name from forms;

    3. move copyFormIntoFormSql.sh into /tmp (Available down at Attachments)

    4. Start backup-db (what if)

    5. Edit copyFormIntoFormSql for name of target DB

    6. Start Form copy as a asp user

    sh copyFormIntoFormSql.sh soucre_form_id destination_form_id
    

    Troubleshooting

    Some records ain't displaying in report results

    It may happen due data inconsistency when someone change form on folder.

    How do I know?

    This returns non-zero result

    select formvalues.id, formitems.formid, formvalues.form from formitemvalues left join formitems on formitemvalues.formitem = formitems.id left join formvalues on formitemvalues.forminfo = formvalues.id where formitems.formid != formvalues.form group by formvalues.id, formitems.formid, formvalues.form;
    

    How do I fix?

    With this hopefully

    update formvalues set form = smt.formid from (select formvalues.id, formitems.formid, formvalues.form from formitemvalues left join formitems on formitemvalues.formitem = formitems.id left join formvalues on formitemvalues.forminfo = formvalues.id where formitems.formid != formvalues.form group by formvalues.id, formitems.formid, formvalues.form) as smt where formvalues.id = smt.id;
    
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    Attach file

    Attachments

    FileSizeDateAttached by 
    copyFormIntoFormSql.sh
    Includes select init_session();
    1160 bytes16:41, 11 Jun 2014jansafkaActions