Configure Work Type Forms

  • Updated

This article explains how to manage the layout of the Work Type forms OnePlan.

This requires the Work Plan App be installed.

Go to a Plan > Work Plan List > ellipsis menu (...) > Configure. The Work Types configuration form will open. Go to the Form Editor tab, then from the Work Type menu, select the Work Type you would like to configure the form for.

Copy an Existing Work Type Form

You can copy an existing Work Type form from another Work Type to use as a starting point for your new form. To copy an existing form:

  1. Click the Copy icon in the upper right corner.

  2. Select the Plan Type you would like to copy the form from.

    Copy_Work_Type_Form_Select_Work_Type.png

  3. Click Yes to confirm that you would like to copy the form. The page will reload and the copied form settings will be

    Confirm_Work_Type_Form_Copy.png

    Note

    Copying a Work Type form from another Plan Type will overwrite any existing configuration you have done.

  4. Click Save.

Add, Edit, or Delete Form Sections

Sections make up the main layout of the Plan Details form.

Add Form Sections

  1. Click the Content button. This will open the Content panel on the right side of the screen.

  2. Go to the Sections tab of the Content panel.

    Content_Sections.png

  3. Choose a section layout from the list, then drag and drop the section onto the form.

    Drag_and_Drop_section_into_form.png

    Note

    You cannot change a section's layout after adding it to the form.

  4. Close the Content panel by clicking the X in the top right corner. Then click Save on the form.

  5. Click the kebab menu in the section header and select Edit. This will open the Edit Section form on the right side of the screen.

    Open_Edit_Section_Form.png

  6. Complete the Edit Section form.

    1. Configure the section header formatting.

      • Name: Enter a name for the new section.

      • Section Collapsed: Check the checkbox to have the section content collapsed by default.

      • Show Header: Check the checkbox to display the section header in the form.

      • Text Color: Use the color picker to select the text color for the section header.

        Color_Picker_Interface.png

      • Background Color: Use the color picker to select the background color for the section header.

      • Additional CSS: Enter any additional CSS formatting that you would like applied to the section.

    2. (Optional) Configure the column header formatting. Columns are components within a section.

      • Name: Enter a name for the column.

      • Text Color: Use the color picker to select the text color for the column header.

      • Background Color: Use the color picker to select the background color for the column header.

    Edit_Section_Form.png

  7. Click Update to apply your formatting to the form. Then close the Edit Section panel by clicking the X in the upper right corner.

  8. Click Save to save the changes to the form.

  9. Repeat steps 1-8 to add additional sections to the form.

Edit Form Sections

Click the kebab menu in the section header and select Edit. This will open the Edit Section form on the right side of the screen. Update the section formatting as needed, then click Update to apply your changes. Then click Save to save your updates to the form.

Edit_Section.png

Rearrange Form Sections

Click and hold the section header, then drag and drop the section to the desired location in the form. Then click Save to save your updates to the form.

Rearrange_Sections_in_Plan_Details_Form_Editor-VEED.gif

Delete Form Sections

Click the kebab menu in the section header and select Delete. Click Yes in the confirmation pop-up to delete the section.

Delete_Section.png

Add, Edit, or Remove Form Fields

Within the form sections, you can place form fields. These fields pull data from work items in your plans.

Add Form Fields

  1. Click the Content button. This will open the Content panel on the right side of the screen.

  2. Go to the Elements tab of the Content panel.

  3. Search for or locate the desired field. Then drag and drop the field into the desired section and column on the form. Repeat until you have all of the fields you need in your form.

    Add_Field_to_Form.png

  4. Close the Content panel by clicking the X in the top right corner, then click Save on the form.

Edit Form Fields

Click the pencil icon next to the desired field in the form. The Edit Field form will open. From this form, you can:

  • Hide the field label

  • Set the field height

Be sure to save the form once your updates are complete.

Edit_Field_Form.png

Remove Form Fields

Click the trash can icon next to the desired field. The field will be removed from the form. Be sure to save the form once your updates are complete.

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