Adding a Month field

The following section describes how to add a Month field when designing a Form. This field is useful if you want to add a Lock to your Form or you want to create a Form/Subform for monthly reporting. Users can select a Month from a Calendar when adding Records or type the month using the suggested format. The Month format in ActivityInfo is YYYY-MM.

How to add a Month field

  • In the Form Designer, click on "Month" to select the field from the Fields tab.

Fill in the Properties of the Month field by providing:

  • Label: type the question or the label for which the user needs to provide information
  • Description: optionally provide a description
  • Code: optionally provide a code

In the Settings check the boxes you want to apply for the field.

If you make a Month field a Key field, you will be able to add Locks to the Form based on a specific period of time.

  • Click on "Done" to add the field.
  • The Month field has been added to the Form.
  • When you finish adding fields, click on "Save" to save the Form.
  • Users will be able to provide a month for the Month field when they are adding Records.