Role
This article is relevant for Document Version Form admins.
Instructions
Go to Settings.
Click Document Version Forms.
Select an existing form or create a new one.
To create a new form, click + New form.
To open an existing form, hover over the form, then click Edit.
Click + Add new field.
Ensure to complete the following:
Enter a label
Select a format. The following formats are available to link a field to Master Data:
Link to Master Data (Primary Attribute) - this will link the field to the primary key or the first column in the master table
Link to Master Data (Non-Primary Attribute) - this will link the field to the non-primary columns in the master table
Link to Master Data (Same Record As)
Select a master table from where the attribute will be picked from.
Select the attribute to link with (if you choose Link to Master Data (Non-primary attribute))
For primary attributes, you can also configure if you will allow users to add their own responses.
To proceed, click Publish.