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How to make Classification available onto a Form dropdown

Summary

A new Classification can be created under Admin module> Entity tab and Classification tab.

After the Classification has been newly created, we will have to follow the below steps to make them available on a Form.

First Step

Go to Admin tab

Click 'Forms' on the left

Create a draft of the Form on which you want that classification by going in the cogwheel and then click on the Draft form to go inside

clipboard_e74b980a241a64a33383ba6b057e49bcb.png

 

Click 'More details' option(as shown below)

Back to Forms list 
Operations 
Ecit 
X Delete 
PLbhsh Form 
Set permissions 
Clone 
Contents 
Detail 
Association Executive Summary Recommendations 
Incident Report (rev #21 - Draft) 
Default Action Due Dates 
Milestone 
Details 
Cornpany; 
Association; 
Access permissions; 
SO, HSE. MM, PM, SV, EM, GU-FF. GU, W, CA 
permission to Cornplete Event; 
permission to Create Event; 
Sections 
Engineering 
All org Chits, All projects 
SU, EM, CA 
All 
Description; 
Notes; 
L Apal {_ül,dpse al, 
General Details 
2 Person(s) Involved Details 
3 Environmental Details 
4 Details of Incident 
S Incident Notitication 
6 Incident Investigation 
Supervisor ,'HSL Advisor Re 
8 Project / Area / Shutc 
9 18.2 Project / Area / Shutd 
Rows 
20 
More Details 1 
ÜShow Deleted 
Search 
Search 
Pos NMne 
Clear Filter 
Pos 
Section 
General Details 
Person(s) hvolved Details 
History 
100 
100 
Questions 
Last Updated 
CMO Admin 
15 Jul 2020 
15 Jul 2020 
CMO Admin

Second Step

 

Locate 'Classification' option and click 'Edit' 

clipboard_ef6e8e93eff9f01892fc0ef20432724db.png

 

Third Step

Select the Classification from left-hand side and click 'Add' and then click 'Save'

clipboard_e11e715b058e681e344b240de01b80ee8.png

 

Once this is done, you will have to publish this draft version of the form. The latest revision will then be having the new Classification available to select.

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