Field features are the extra options within each field setup. This is where you configure the layout and behaviour of each field. Depending on the setup, the fields will appear on mobile app and the desktop forms.
Comments Box
This allows you to control whether a comments box is available with the field:
Yes - A comment box will appear on the Coins ERP+ audit form.
Optional - The comment box will be hidden unless the user ticks a tickbox to open it. This would save screen space if there are lots of places where there may be a comment.
None - No comment box appears.
Read Only
If this field is set it indicates that this field is read only.
Read Only Statuses
A can-do list of form statuses that will make the field read-only. If this is blank, the list on the section applies.
Possible Values
A comma-separated list of possible values for this field.
Make Mandatory Values
This allows you to specify the values for a field that should make input for other fields mandatory. When this is populated you are offered a list of the other fields in the same section and can tick which will be mandatory, so you need to define all the fields before this can be set.
Mandatory Fields Setup
Fields to Make Mandatory
The fields that will be made mandatory if the value in this field is one of the Make Mandatory list.
Regular Expression Validation
A regular expression that the field input must conform to, and an error message to display when it doesn’t. This allows you to validate data on the form as it is entered. For example, the regular expression [A-Z]{4,} will display an error if you do not enter at least four upper-case letters.
Error Message
The message to display if validation fails.
Incorrect Values
A comma-separated list of values which are considered incorrect or failures for this field.
You can use the symbols -<> in this field.
Use - to indicate a range. e.g. "0-5" indicates that any value greater than or equal to 0 and less than or equal to 5 is invalid.
Use < to indicate values less than a certain value are invalid. e.g. "<0.25" indicates that any value less than 0.25 is invalid.
Use > to indicate that values greater than a certain valid are invalid. e.g. ">100" indicates that any value greater than 100 is invalid.
Incorrect Action Types
You can configure the behaviour and outcome of the fields depending on the incorrect values selected. When a form with the values is submitted, the engine will perform one of these actions.
Action Values
A comma-separated list of values which are considered actionable for this field.
Action Type
You can configure the behaviour and outcome of the fields depending on the values selected. When a form with the values is submitted, the engine will perform one of these actions.
Field Store on Header
This is used to allow for easier reporting.
DB Field
For certain form types like Asset form, you have the option to write the value from the mob form field to a database field, which could for example update the asset or asset caption.
Action Type/Incorrect Action Type
None
Set as default and behaviour is to perform no action.
Calculation
A calculation can be run for this field and action type. See example of calculation defined. This is dependant on business function and BI skillset is required.
Email
An email can be configured to be sent for this field and action type.
Print Form
Can set a document designer print form to be run for this field.
Workflow
If the action type is workflow then the nominated workflow will be run on completion of the form for this field. If workflow is set but none specified, you will be prompted to select the workflow when using the Coins ERP+ interface.