Requesters have the ability to create the required and preferred (optional) fields that accompany a resource request in the form of the roster template.
By toggling the Required box ON, responders will be required to fill in that field prior to submission of the roster. Toggling off, the fields will remain Preferred in the roster and the responder will have the option to supply the information.
Note: The fields Last Name, First Name, and Company are not able to be adjusted and will always remain required fields on all rosters.
Add Fields to a Roster
1. Click the field to be Included on the roster from the Excluded Fields list, the selected field becomes highlighted.
Note: SHIFT+CLICK to select multiple fields at the same time.
2. Click the Add button between the columns..
3. The field moves to the Included Field list and that column will appear on the roster.
4. Click the Save button.
Remove Field from a Roster
1. Click the field to be removed from the Included Field list, the selected field becomes highlighted.
Note: SHIFT+CLICK to select multiple fields at the same time.
2. Click the Remove button between the columns.
3. The field is removed from the Included Field list and that column will no longer appear on the roster.
4. Click the Save button.
Rearranging the Roster Fields
The Required and Preferred Fields can be rearranged to change the order they appear in the roster template downloaded by the responder.
1. Click the field to be sorting icon, circled below, in the cell to be moved.
2. Drag the selected cell to the new position.
Continue until the fields are in their preferred order.
3. Click the Save button.
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