Thanks for the replies all. What I am attempting to do here is use the organization portion to record clinic equipment specs such as what they have, the model numbers, serial numbers. Basically, I have around 10 to 20 pieces of equipment to track with properties for each.

For example: I want to be able to recall a clinic that has a xray in it. I need to know:
1) When it was installed
2) manufacturer
3) model
4) serial
5) last serviced
6) by who

Not every piece that I track will have this much detail (such as a vaporizer only needs a serial number and model) I didn't want to store this information under a "ticket" per say because I do not want to have to look up a ticket for organization information. I have achieved this thru the "forms" and put it under a help topic called "New sites only!" but it still has to be entered by a user and if for any reason that user gets deleted and the info along with it. . . . I hope you see my dilemma here. The organization will not go away. I would just label it "Inactive". The reason for this is because clinics sell their equipment to others and we can uninstall and re-install said equipment. We want to be able to track that as well.

Now you have the whole story. If it can be done, which i'm sure it can be with a little elbow grease and determination, any advise would surely be appreciated.

To follow up, It allows me to enter all the fields I want to add to the form. It knows they are there. Just when that form comes up to enter data, it only displays up to 20 I believe. I have not really had a chance to look in the DB to see if there are any clues there. I am pretty sure that this particular form was not designed with this type of data entry scheme in mind.

Again, I appreciate all the replies and help.

Take care,
Craig.

KevinTheJedi -

I took a look at the link you provided. I saw the highlighted code. I agree that a Dynamic form will display all fields. Is this the same code for the Organization Information Built-in form? I do not want to assume since I know they (obviously) can be affected by the admin but not removed/deleted. To me, its acting as if there is some sort of hard setting, like a in a config file that is limiting the display. Clearly the code is doing what it was intended to do. Just seems like something is limiting the display portion of the show.

• Craig.

KevinTheJedi -

As I was looking at the code, I figured I better make sure I explained myself in detail since I do not see I did that earlier. When I go to the form section under the admin panel, I can see all the fields fine and in fact, I can enter more if I so desired. However, when I go to the agent panel to enter data to that form, only 20 of the 50 field i defined, gets displayed. I hope I did not lead anyone down a wrong path earlier. Figure I better make this clear so we all are on the same page.

Thank you.

Craig.

Hi all,

So I figured out how this is supposed to work. I did not realize you can add forms from the agent panel to the overall organization form. Honestly, I thought that would have been an admin function and most likely the reason I did not notice it until now. Once I tested this out, I realized I do not need to add fields to the Organization Information form. This actually works out better for me as I needed to separate the equipment types to each section/form anyways.

So now the question is, for each new organization I have to enter, do I have to add these forms per entry? Or can I make them default?