Trying to select field from table not available in form design

mfergel · ‎07-20-2017

I'm trying to modify a tab I've added to my change form. I want to include a field I added to the task table called "pilot". However, when modifying the change form the task table isn't available (makes sense) so I'm not able to select the field I want. I think I've done this before were you can make a field available from a table but can't seem to recall how it was done. I thought it was done by doing a reference (setting display to true) but that didn't seem to work. How do I make this field (or the table) available in the list for doing form design?

Chuck Tomasi · ‎07-20-2017

I'm a bit confused. Please let me know where my assumptions are incorrect.

You created a new field on task.

You are modifying the form layout on change.

When you look in the left column of the slushbucket, you are not seeing your new field.

Task fields are not listed separate, but intermixed with the change (or in my image below, incident) fields since they are all virtually part of the same change table.

View solution in original post

mfergel · ‎07-20-2017

OK. That was exactly my problem. I was looking for either "Task [+]" (for dot walk) or for "Task -> Pilot". I didn't look for just "Pilot". Thanks.

Chuck Tomasi · ‎07-20-2017

Hi Mark,

I'm glad you got this sorted out. Thanks for participating in the community!