Default Form Configuration

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When selecting a default progressive capture form, there are possibly two ways in which you can customise it

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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.

mandatory setting in the progressive capture designer mandatory setting enforced in the user app

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.

In the progressive capture designer additional display fields shown in the user app