When this option is checked, the section of the form in which the field resides is refreshed when a selection is made. You may also refresh other sections of the form (to display or require a field’s entry) using a combination of the Extra Sections (Check List Tab) and ID (Section Properties) fields, located in the Parameters section of the Form Designer (Navigating the Form Designer).

Allows you to select the Formula (Managing Formulas) that is used to calculate the field’s contents.

Allows you to define trend periods for a particular date field. Trending fields can be used when defining report criteria. The following fields appear when Trending Field is selected (both are required):

Source Field – the date field upon which the trend will be based.

Trend Type – how to aggregate the dates (e.g., Day, Month, Quarter, etc.).
For example, November 18, 2012 will appear as follows with the specified trend type: 18 (Day), 11 (Month), Nov (MonthName), Q04 (Quarter), 47 (Week), 2012 (Year), 2012/11 (YearMonth), 2012/Nov (YearMonthName), Nov, 2012 (MonthNameYear), 2012/Q04 (YearQuarter), 2012/47 (YearWeek), Q04 (FiscalQuarter), 2012 (FiscalYear), 2012/Q04 (FiscalYearQuarter), 2012/11 (FiscalYearMonth), Sun (DayofWeek).

Note: Trend fields already exist for frequently used Date fields in the RL6 taxonomy.

Trending fields are available for the following standard fields:

Risk module: Entered Date, EventA patient or employee related occurrence which is recorded in paper or electronic format. Once recorded, an event file is reviewed by a file manager who may involve other individuals (e.g. using tasks and follow-ups features) to help investigate and resolve the event. Date

Feedback module: Date of Issue, Date of Notification, Entered Date, Date, Issue Resolution Date, Resolution Date

Claims module: Entered Date, IncidentSee Event Date, Paid Date

Root Cause module: Completed Date, Date (Action Item Assigned), Date Completed (Task), Deadline, Due Date (Action Item), Entered Date (File), Entered Date (Task), Event Date (Incident)

Peer Review module: Date (Action Item Assigned), Entered Date, Closed Date, Case Notes Custom Date, Review Accepted Date, Review Sent Date, Review Submitted Date, Review Custom Date, Review Request Sent Date, Action Date

Allows you to concatenate the values of two or more fields and display the results in this field. Additional fields are displayed when you select this value:

Parent Table – the table that contains the fields you wish to concatenate. You may only combine fields from one table.

Child Fields – the fields you wish to combine into one string (e.g., Last Name and First Name). When you select a Child Field, it is added to the grid. You can determine which character separates the values in the Delimiter column. For example, names will be combined in the following fashion: Borchardt, Mark; Schimmels, Tom; Shank, Mike.

Filter – to limit the values used; for example, the Classification of Person Affected must equal In-Patient in order to be added to this field. Click the Set Filter link to access Expression Editor (Expression Editor Overview).

Order By – the value by which the combined items are sorted in the field, such as Last Name.

Allows the user to select the date from a calendar popup. A field mask is displayed to help the user input the date correctly when they click in the field (i.e., __-__-____).

A field mask is displayed to help the user input the time correctly (i.e., __:__ AM).

Allows the user to select a pick list to display on the form. You can do a postback (i.e., refresh specific sections of the form) when a value is selected from the list.

Allows the user to add more items to the selected pick list, or to edit or delete existing items.

Note: Users are unable to modify the name (Value) of an existing pick list item from this dialog. See Modifying Values in the Pick List to access the full range of pick list management functions.

When this option is checked it allows the user to type and submit an entry that is not defined in the associated pick list.

When this option is checked, the section of the form in which the field resides is refreshed when a selection is made. You may also refresh other sections of the form (to display or require a field’s entry) using a combination of the Extra Sections (Check List Tab) and ID (Section Properties) fields, located in the Parameters section of the Form Designer (Navigating the Form Designer).

This field only appears when the field is used in a constraint set. If the field is used in multiple constraint sets, you can choose which constraint is used in the expression editor, advanced search and report conditions. Choosing the constraint changes the Value field from a drop-down list to a searchable field, as shown below:

Click the magnifying glass to filter the list of values to those allowed by the constraint set (see ‘Is One of’ Operator for details).

Allows the user to select a pick list to display on the form.

Allows the user to add more items to the selected pick list, or to edit or delete existing items.

Note: Users are unable to modify the name (Value) of an existing pick list item from this dialog. See Modifying Values in the Pick List to access the full range of pick list management functions.

Allows the user to type in a custom value into a drop-down (i.e. pick list) field in a form and save it as part of the submission.

Allows the user to select a pick list (divided into categories) to display on the form.

Limits the contents of the field to a positive or negative number.

Size – how big the integer can be, from one place (9) to nine (999999999).

Provides a field mask to help users enter monetary values correctly, e.g., $_________.__.

Allows the number field to contain decimal places. The follow two fields appear when this value is selected:

Precision – the total number of digits allowed, no matter where the decimal point falls.

Scale – the number of places to the right of the decimal allowed.

When 10 and 2 are selected, respectively, a number up to the following maximum value will be displayed: 99999999.99.

A small, single-line text box is used for the input of alphanumeric characters. When this value is selected, the following fields become active:

Change Case – choose how you would like the text to be saved in the database. The first option, No(default), saves it exactly as entered by the end user. Selecting Uppercase or Lowercase forces the text to the selected mode as the user types the value.

Maximum Size – the total number of character that the field can contain: choose 50, 100 or 255.

A large, multi-line text box is used for the input of alphanumeric characters. When this value is selected, the following fields become active:

Formatted Text – users can add formatting to their text when they double-click in the field, which opens the HTML editor. If you wish to enable redacted text in the field, you must select this option. This field defaults to a length of 4000 characters.

No Formatting Allowed – does not allow for the use of the HTML editor. The Size becomes active, allowing you to choose either 255 or 4000 characters.

This field property will apply an input mask (for example, a phone number format) to a text field. This forces the user to adhere to a predefined format when filling in the field.

Allows the user to select a pick list to display on the form. You can do a postback (i.e., refresh specific sections of the form) when a value is selected from the list.

Note: Once you have selected a pick list, you can choose a default option from the pick list from the Default drop-down field.

Allows the user to add more items to the selected pick list, or to edit or delete existing items.

Note: Users are unable to modify the name (Value) of an existing pick list item from this dialog. See Modifying Values in the Pick List to access the full range of pick list management functions.