Edit Form Fields

Overview

Form fields are used to control what a user is able to see, edit, and use within the Paradigm user interface. This knowledge article will outline how to maintain form fields so that you can control access to specific fields and system functions within Paradigm.

Complexity: Medium



Assumptions

INFO:

The fields and buttons that each user can see and interact with are based on:

  • Your personal level of Paradigm access.

  • How Paradigm has been historically configured to meet the requirements of your institution.

  • Your Paradigm user account is able to access the System menu;

  • You are aware that making changes to form fields has system-wide implications; and

  • You have an understanding of the level of system access required by other users within your institution.

NOTE:

For context on historical configuration please contact your Nominated Contact Person or another Paradigm user within your institution.

 

 

Key Terms and Concepts

Form Fields are one layer of system controls that determines what a user is able to see, edit and use within the Paradigm user interface.


Form Field

A layer of system controls that determines what a user is able to see, edit and use within the Paradigm user interface.


Permission Level

Paradigm user accounts are assigned a Permission Level that determines what that group of users are able to view, edit, and update within the system.



Implications

USE CAUTION:

Editing form fields has implications across the entire system and across various security levels. Please ensure that all of the implications of any changes or updates are carefully assessed before making changes.

Workflow

Edit Form Field Workflow

 

step 1 Choose the process for editing Form Fields

There are currently two mechanisms for editing form fields. If you are currently on the page where you want to edit the form field, choose workflow 1. If you know the name of the form field that you want to edit and would want to search it instead, choose workflow 2.


A. Using the Edit Labels button

 

step 1 Navigate to a page within Paradigm and locate the field you want to edit. If you cannot find the field name that you want to edit on the page, try selecting the Show Hidden Fields button located at the top right corner of the screen to display all fields set as hidden for that page.

1 Click the Edit Labels button located at the top right corner of the screen to display the controls to edit Form Fields.

2 Click the blue information button next to the field you want to edit.

3 Click the EDIT FORM FIELD button to load a new screen where changes can be made to the selected Form Field.

 

Edit Form Field Steps

 

step 2 Proceed to step 2 Configuring Form Field settings for further instructions.

 

B. Using the System menu

 

 

step 1 Choose System > Form Fields Edit in the Paradigm Interface. A screen to search for a field name will appear.

1 Type the exact field name or a part of the field that you want to edit.

2 Click the SEARCH FORM FIELDS button after typing the field name.

 

 

 

3 Click the Pencil button next to load a new screen where changes can be made to the selected Form Field.

 

 

step 2 Proceed to step 2 Configuring Form Field settings for further instructions.

 


step 2 Configuring Form Field settings


A. Making a Form Field HIDDEN

 

 

1 Click the TOGGLE ALL button in the Is Visible? column to remove all the .

 

 

 

2 Click the SAVE FORM FIELD button if you want the field to be hidden from all users. However, if you only want the field to be hidden to only one or more groups of users, click the TOGGLE ALL button again to put back all (checkmarks) in the column.

3 Remove the in the Is Visible? column of your chosen group/s. This will make the field hidden only to the selected group/s.

4 Click the SAVE FORM FIELD button to apply changes.

 

 

 

 


Related Pages