Add form-specific custom fields to a Form Designer form.
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Before you begin
Create the custom field before activating it for the form.
Confirm the field should be unique to the form.
Know which form should receive the custom field control.
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Activate and place the custom field
First activate the field for the form, then add it from the Form Data Node.
Step 1. Click Administrative Options.
Step 2. Click Custom Features.
Step 3. Click Custom Fields.
Step 4. Click Custom Form Custom Fields.
Step 5. Select a form.
Step 6. Click Manage.
Step 7. Select a custom field.
Step 8. Click Activate.
Step 9. Click Back three times.
Step 10. Click Form Designers.
Step 11. Select the same form and click Edit.
Step 12. With the page highlighted, click Add Control.
Step 13. Select the custom field in the Form Data Node.
Step 14. Click Add.
Step 15. Drag the control to the desired location.
Step 16. Click Save.
How to confirm it worked
1. The custom field appears in the form when it is opened in a client record.
2. The control is placed on the selected form.
3. Data entered in the field is stored with the form record.
Troubleshooting and common questions
Why is the custom field not in Form Designer?
Confirm it was activated under Custom Form Custom Fields for the same form.
Does adding data in a custom form custom field update another CAREWare area?
Custom Form Custom Field data is stored in the form itself and in the area of CAREWare where the custom field is located.
Related HappyFox references
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