Add Records to
Auto-Complete Fields

Project Managers can access the Master form within the project and add new records containing the Reference Auto-Complete Fields to utilize during data entry for form submission.

To add records containing reference auto-complete fields:

Step 1: Navigate to the master form within the project

Step 2: Click the + Add New button to create new records

Step 3: Key in the values for the fields based on which the auto-complete during data entry takes place

Step 4: Save your settings

Related Tasks

Auto Complete Fields for Form Submission

Create a Master Module at Tenant Level

Create a Form at Tenant Level to Auto Complete Fields 

Design the Form with Custom Fields

Create a Custom Module Record

Define the Controlling Records and Visibility in Reference Table

Create a Form within the Custom Module

Design Form to Set Controlling Records for Selection and Data Prefill

Setup Workflow for the Custom Form

Design the Workflow and Publish

Import Master and Custom Modules

Place Master and Custom Module within Menus

Import Custom Module into Project

Provide Group and Workflow Permission for Custom Module within a Project

Auto Complete Form Fields