Add Notes to Form Submissions
RecTrac 3.1.10.21.00
Table of Contents
Problem
I want to be able to write notes on form submissions of any comments and/or questions I may have for the submitter.
Solution
You can write notes on form submissions using a question type of RecTrac Form, an Interface Type of just RecTrac, and a field type of Editor.
Steps For Solution
- From the RecTrac main menu, go to Form Management.
- From the DataGrid, highlight the Form you wish to enable this feature.
- Click Change.
- Click Add Field > Question.
- On the Question Text Management pop-up, click Add.
- Set the Question Text field to your desired question (i.e Comments? Questions?).
- The Question Type will be set to RecTrac Form.
- Set Interface Type to RecTrac.
- Set Field Type to Editor.
- Click Save.
- Click Select to add it to the form.
- Click Save.
- From the RecTrac main menu, go to the Form Dashboard, this is assuming you have already received Form submissions.
- Click Edit Form.
You should now see your new area for comments and/or questions. Save some test text to verify it is configured properly.