Entering information into fields

There are different ways of entering information into fields depending on what type of field it is.

Field

Description

Free text field

Select the field and simply type your information.

Field with only a drop-down list

Example of a drop-down list field

Set values are associated with these types of fields.

Select the drop-down arrow in the field to display the available options. Choose an option.

Multi-option fields with the text prompt ‘Name begins with (case sensitive)’

A field with multiple options

The text prompt in the multi-option fields can be one of the following depending on your system configuration and settings:

  • Name contains
  • Name begins with
  • Name begins with (case sensitive).

You can enter information in a number of ways:

  • Select a value from the drop-down list which displays the most recently viewed objects.
  • When you start typing a value into the field, a number of predictive options display for you to choose from.
    • If the number of results is less than or equal to 5, then all the options are displayed.
    • If there are more than 5 results, then the top 5 results are displayed. Select Show more results at the bottom of the list or magnify to see all the results and make a selection.
  • If you know the object’s ID, you can enter it into the field using the syntax id: object id. For example, id: fA24.
  • Dragging-and-dropping an object from the Content pane or Navigation pane into the field.

Note: You must enter at least 3 characters in a multi-option field for the predictive options to be available. If the text you are entering is less than 3 characters you can manually get the predictive options by selecting the drop-down arrow on the field or the down arrow on your keyboard.

Multi-value multi-option fields

Multi-value multi-option field

These fields are the same as the multi-option fields with the ability to Add another value when needed.

The multiple values can be ordered by selecting drag for a field and dragging it to the required position.

Note: You must enter a minimum of 3 characters in a multi-value multi-option field for the predictive options to be available. If the text you are entering is less than 3 characters you can manually get the predictive options by selecting the drop-down arrow on the field or the down arrow on your keyboard.

Date fields

Example of a Date field

Enter the date by either:

  • Typing the date in the suggested format.

or

  • Selecting then choosing the date from the calendar.

Date / time fields

Example of a Date / time field

Enter the date and time by either:

  • Typing the date and time in the suggested format.

or

  • Selecting then choosing the date from the calendar. Once you have selected a date, you can choose a time by either changing the default values or using the up and down arrows associated with the hour, minute and second fields.

Fields with an magnify icon

Search for values:

  1. Select magnify next to the field that does not list the value you want.
  2. In the Find dialog box, enter the first few letters of the Name.
  3. Select Find or press Enter to begin the search.
  4. Choose the appropriate option from the search results, then Use selected.