Creating Common Responses

Common Responses are user-defined lists of commonly used entries for a field. Add the cities for a service area as Common Responses for the City field and instead of typing the city name in each report, select the appropriate response from a drop-down Picklist. Setting up a list of Common Responses for multiple fields expedites the completion of a report by simply clicking the mouse.

  1. Enter text in a report field.
  2. Highlight the text and press F6 on the keyboard, or click Edit > Common Responses > Add, or right-click in a field and select Common Responses > Add.
  3. Confirm the information and edit the Description (optional).
  4. Select the Available To preference:
    • Linked Fields Related fields that are linked together in a Common Response; see Linked Common Responses for additional information.
    • Similar Fields The Common Response is available to like fields on all forms.
    • All Forms The Common Response is available to the current field on all forms. When the cursor is positioned in that field, (e.g., City) on any form, the response is available.
    • Current Forms The Common Response is available only to the current field on the current form type. If the cursor is positioned in the City field, the response is only available to the City field on the current form type (i.e., 1004 Single Family 2005).
    • All Fields – All Forms The Common Response is available to every field on every form.
  1. Click Save and click Close to exit.

 

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