How to Add and Configure Fields on a Plan Details Form in OnePlan

Direct Answer: How to Add and Configure Fields on a Plan Details Form in OnePlan

To add a field to a Plan Details form in OnePlan, open the Form Editor for the Plan Type, select Content, go to the Elements tab, choose Plan Fields or Summary Fields, and drag the field into a section and column. Select Save. To configure the field on the form, select the pencil icon next to it to open Field Settings, where you can hide the field label, set field-specific options such as Show as Table, Columns, Show Totals, and Sort for a Multi Lookup field, add business rules, or select Edit Field to open the field itself.

What This Article Covers: Fields on a Plan Details Form

This article explains how to add fields to a Plan Details form, configure each field’s Field Settings on the form, and remove fields. Field settings on the form control how a field displays on that form. They are separate from the field’s own configuration, such as its type or default value, which you manage in Plan Fields.

What you will accomplish By the end of this article, you will be able to add and remove fields on a Plan Details form and configure their display settings.

Before You Begin: Working with Fields on a Form

Before you begin, make sure you have:

• A OnePlan account with Owner permissions
• The Plan Details App installed
• The plan fields you want to add already created. See Plan Fields - Create a New Plan Field.
• A section on the form to hold the field. See How to Add and Arrange Sections on a Plan Details Form in OnePlan.

Why This Matters: Fields on a Plan Details Form

Context: Plan Fields and Summary Fields

Within a section, you can place Fields that pull data from plan and summary fields across OnePlan:

• Plan Fields — Independent fields entered directly on the plan, not dependent on other fields.
• Summary Fields — Fields that aggregate data from plan fields, like a Rollup. See Plan Fields - Configure Field Calculations.

Context: Field Settings on the Form

Every field on the form has Field Settings. These control how the field displays on that form, such as hiding the label, and include type-specific options. For example, a Multi Lookup field has options for displaying as a table, choosing columns, showing totals, and sorting.

Step-by-Step: Working with Fields in OnePlan

Task: Add Fields to the Form

Starting from the Plan Details Form Editor:

1. Select the Content button, then go to the Elements tab.
2. Use the drop-down menu to select Plan Fields or Summary Fields.
3. Search for or locate the field, then drag and drop it into the section and column you want. Repeat until all the fields you need are added.
   4. Close the Content panel, then select Save.

Task: Configure a Field’s Settings

Starting from the Plan Details Form Editor:

1. Select the pencil icon next to the field to open Field Settings.
2. Update the settings you need. Settings available for all fields: - Hide Field Label — Check to hide the field’s label. - Business Rules — Create or search for business rules that apply to the field. See Create Business Rules for Your Plan Details Forms. - Edit Field — Opens the field’s own configuration, such as its type, default value, and available plan types.
3. Select Save in Field Settings, then select Save on the form.

### Task: Configure a Multi Lookup Field as a Table

A Multi Lookup field has additional settings in Field Settings:

• Show as Table — Selected by default when you first add the field to the form. Keep it checked to display the associated plans as a table in the form. If you clear it, the field displays as a picker, where users search for plans with Find Plan, and split fields are not available.
• Columns — Select the columns to display in the table.
• Show Totals — Check to display column totals for number or currency fields. Totals are available for number and currency fields only.
• Sort — Select how the table rows are sorted.

Note: To divide values such as Budget across related plans, add a Multi Lookup field with split fields to the form. When Show as Table is selected, the field displays as a table with a Split % column directly in the Plan Details form. See How to Set Up Split Fields for Plan Detail Forms in OnePlan.

Detail tables share a refreshed design, and format rules and totals work together in them. See How do I manage format coloring settings?.

Task: Configure a Rich Text Field

Rich Text fields have additional settings in Field Settings:

• Hide Field Label — Check to hide the field’s label.
• Field Height (px) — Set how tall the field will be in px.

Task: Remove a Field

Starting from the Plan Details Form Editor:

1. Select the trash can icon next to the field.
2. Select Save.

Frequently Asked Questions: Fields on a Plan Details Form

Q: Why does my Multi Lookup field display as a picker instead of a table on a Plan Details form in OnePlan? A: In OnePlan, a Multi Lookup field displays as a picker when Show as Table is cleared in the field’s Field Settings. Select the pencil icon next to the field, check Show as Table, and save the form.

Q: How do I show column totals in a table on a Plan Details form in OnePlan? A: In OnePlan, open the field’s Field Settings and check Show Totals. Totals display for number and currency columns only.

Q: Where do I change a field’s type or default value in OnePlan? A: In OnePlan, select the pencil icon next to the field on the form to open Field Settings, then select Edit Field. You can also edit the field in Plan Fields.

Q: What is the difference between a Plan Field and a Summary Field on a Plan Details form in OnePlan? A: In OnePlan, a Plan Field is an independent field users enter directly on the plan, and a Summary Field aggregates data from plan fields, like a Rollup.

What to Do Next: Fields on a Plan Details Form

Get started with related tasks: - How to Add Tables and Other Elements to a Plan Details Form in OnePlan - How to Set Up Split Fields for Plan Detail Forms in OnePlan - Create Business Rules for Your Plan Details Forms

Learn about related topics: - Plan Fields - Create a New Plan Field - How do I configure lookup fields? - Plan Fields - Configure Field Formats