Rearranging Fields

Many lists in WorkflowFirst can be rearranged. Once you have the list on the screen, move the cursor to the down pointing triangle at the end of the row, click it and click "Pick Up". Then move the cursor to where you want the item to go, and do the same but click "Drop Above" or "Drop Below".



For fields in a workflow stage form, you'll need to go to the field list under the stage first, by clicking the fields icon in the workflow stage on the designer:



For fields in the form that you see when viewing the record (not inputting a form) you need to rearrange the fields in the application tab, which you can do when you click on Applications tab at the top, then click your type/tab name and underneath you'll see the list of fields that you can rearrange using the same technique as above.


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Up Since 2/29/2024 12:02:23 AM