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  1. Select the User field
  2. Click the Security Tab
  3. Using the Contact picker add users, companies or roles in the relevant security type.
  4. Click Update

Doc List User Field

This is a special type of field that can be added to a form to allow the creation of new forms from directly within a section of the form. It also allows you to link to existing forms already linked to the form you are responding to. This field must be added to the List Control in the User Form.

  1. Once it is added a form it shows a special toolbar with ...
  2. Which you can click to access its functionality.
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You can restrict what forms are shown in the Create New Document Tab by going into the User Field Configuration Area

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Budget Link User Field

Once the Field is added to a form it provides you with a drop down to select the Budgets accessible to you