Fields

Adding Fields

1. The information pertaining to an event you would like to collect is set by adding fields to enter the information. 
2. To add a field, simply click on the Add button on the right hand side of the screen in the field box. 
3. The first thing you must enter is the Field Name.
4. Below the field name area, there are a series of check boxes where you can further identify the type of information going into this field. The field can be Required Field (meaning that an event that is using this template cannot be saved until this information is inputted.) 
5. The field can be a Contract Field (meaning that it can be isolated and exported with other information that can be used in generating a contract through a mail merge.)   
6. You can choose Hide on Reports which means that it will only appear on the administrative side of the program and will not appear on printed reports. 
7. If the field is a number field, it can be included in the totals of the event as well. 
8.  Select the form you would like this field to be set as, such as text, paragraph, date, time, etc. 
9. Once you are satisfied with your field, click Save. 
10. You can continue to add fields until you have all the necessary information you would like to capture in this area of the event. 

Creating Drop-down Fields

1. To create a drop-down field, type in the field name, and choose the field type. 
2. Select Drop-down
3. Click Save
4. You will be prompted to enter the drop-down options you would like. Enter the option into the box, and click the Add button.
5. If you would like to add a blank field, click Add Blank. 
6. You can change the order in which the options are listed by clicking on the up and down arrows to the right of the options. 
7. Click Save when you are finished creating your drop-down options. 

Editing Fields

1. If you would like to change certain characteristics of a field you have already created, click on the C button in the field. Here you can make changes to the field including if the field is required, if it is a contract field, if it needs to be hidden on reports or if its a number field that needs to be included in the totals. 
2. If the field is a drop-down, you can also change the drop-down options by clicking Change Options. 
3. If you would like to rename the field, you'd have to delete the field and re-enter it.

Deleting and Moving Fields

1. As you are creating your template, you can use the arrows on the right hand side to move the fields to different locations on the tab. The location of the fields on the tab matches how the information will print on the report. 
2. In the event that you would like to change the order in which the fields are listed, you can make the necessary change by moving the highlighted field you would like to move up and down by clicking the arrows until you have it in the desired area. 
3. If you would like to delete a field, click the red X. 
4. When moving or deleting fields, you may notice that spaces are created between the fields. These spaces will all deleted once you click the save button. 

Note: You should be careful when deleting fields, as by deleting the field you will remove the information recorded in that field in any events you have captured using this template.