Remembering fields for forms

Determine which fields will have their values remembered when a user navigates away from the form. Selected fields to remember may consist of Work Order, Equipment, etc. When the user selects a Work Order and navigates away from the Work Orders form to another form such as Assets form, the system remembers the Equipment value and displays it on the Assets form.

Note: The Fields to Remember feature is only supported for forms that have a Last Value Entity populated on the Record View page of the Screens form.

To remember fields for forms:

  1. Open the Screens form.
  2. Select the screen for which to remember fields, and then click the Fields to Remember tab.
  3. Click Add Field.
  4. Field—Enter the field of the value for the system to remember.
  5. Entity—Enter the entity of the value for the system to remember. The system automatically populates the entity description.
  6. Click Submit.