Default Form Configuration
When selecting a default progressive capture form, there are possibly two ways in which you can customise it
Mark as Mandatory
Setting this option to true means that a value or values will need to be provided by the analyst before they can advance to the next progressive capture form. The default setting for each form is false. Mandatory fields are indicated by the vertical red bar on the left edge of the field. If a field is required and you attempt to move to the next PCF without providing a value, you will be shown an error message.
Define Additional Display Fields
Certain progressive capture forms have the ability to display additional information such as the Organisation Details and Customer Search forms. A Hornbill administrator can select which additional data is displayed when an analyst selects a value from the selected progressive capture form.