To link a form to an entity, you must add a field that allows you to select the entity.
Before you begin
Procedure
- In the fields toolbar, click the Entity () button, then click the area of the form where you want to add it.
- Click the edit () button beside the field.
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In the Field properties dialog box, customize the field:
- Name
- Enter a name for the image.
- Entity types
- Click the Entity types button, then select the entity types that you want to be able to select in the form and click OK.
- Bind to the triggered source
- When this option is selected, the entity related to the event that triggers the form will be automatically identified in the field.
- Color and border
- Choose colors to fill the field and for the border of the field, as well as the thickness of the border.
- Text
- Select the color of the text, alignment, size, characteristics, and font.
- Searchable
- Select whether forms can be searched for by entity in the Dynamic Log Book report task in Security Desk.
- Close the dialog box.
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Click Apply.
Tip: Add a label beside the field to indicate that it should be populated with an entity.
Parent topic: Designing the body of a form template