Auto Complete Fields for Form Submission

Use the auto-complete feature to define a set of records the user can select from and the data that gets prefilled. 

For example, when the project coordinator receives a call from a customer whose code already exists in the system, then during RFQ entry, the coordinator can enter the customer code and see the customer name, location, and more automatically copied into the record for the contractor to see.

Configuration for Auto-complete takes place in different stages as listed.

In this Article:

[Admin] Configure Master Designer at Tenant-level 

➤ Create a Master Module at Tenant Level

Describes how to setup the Master module to facilitate in designing Forms to Autocomplete fields

↳ Create a Form at Tenant Level to Auto Complete Fields 

Describes how to create the Form to Auto-complete fields that's necessary during data entry and form submission

↳ Design the Form with Custom Fields

Describes how to customize the form to your needs

[Admin] Configure Module Designer to Use Master Data 

➤ Create a Custom Module Record

Describes how to create a custom module record to utilize the auto-complete data created from Master Designer at Tenant level

↳ Define the Controlling Records and Visibility in Reference Table

Describes how to configure the standard controlling fields and the dependent fields that automatically displays data as per the     selected (reference) value

↳ Create a Form within the Custom Module

Describes how to create the Form to Auto-complete fields that's necessary during data entry and form submission

↳ Design Form to Set Controlling Records for Selection and Data Prefill

Describes how to define a set of records(controlling or reference) that the user can select from and the related target field data that gets prefilled

[Admin] Configure Workflow 

➤ Setup Workflow for the Custom Form

Describes how to define the number of activity steps at each level of the workflow cycle

↳ Design the Workflow and Publish

Describes how to configure the actions for the workflow steps

[Admin] Menu Setup

➤ Import Master and Custom Modules

Describes how to complete importing the modules in-order to display it within the Tenant and Project menu setup

➤ Place Custom Module within Menus to access during Project Execution

Describes how to place the custom modules within the Menu Setup, enabling users to view or access the module as and when needed.

[Admin] Define Access Permissions

➤ Import Custom Module into Project

Describes how to display the custom module within the Menu Setup and enable users to view or access the module as and when needed.

➤ Provide Group and Workflow Permission for Custom Module within a Project

Describes how to provide access and permissions to the project stakeholders to create records and auto complete fields in data entry for submission

[End-User] Auto Complete Fields for Form Submission

➤ Add Records to Auto-Complete Fields

Describes how to add new records containing the Reference Auto-Complete Fields that can be utilized during data entry for form submission

➤ Auto Complete Form Fields

Describes how to rapidly complete data entry by creating a new form and selecting the reference field that automatically prefills the other form fields.