Adding the Smart Form to the Project Toolbar

Adding the Smart Form to the Project Toolbar

Once you have created your page, you need to add it to the toolbar to see it. 

Go to:  Administration à Configuration à Project Toolbar

This is where the administrator can decide what is displayed on the toolbar. 

In order to put the new smart form directly on the toolbar, click the yellow icon next to Project Toolbar.

This opens up a list of all the items on the toolbar.

Open the drop-down menu next to ADD CUSTOM PAGE

Select the page you want to add and then click ADD CUSTOM PAGE

Visibility Formulas

Whole Smart Form pages, groups and fields can be hidden and shown based on various conditions, such as project stage, user rights, whether a checkbox is ticked etc. 

If using a tick box to act as whether or not an item is shown, us this formula in the Display: Based on Formula:

iif(ID123=true,true,false) 

This formula is saying that if the checkbox (ID123) is ticked (true), then show the page (true) otherwise don’t (false).

If the display is based on project type you can use a similar formula

            iif(PV9=2,true,false)

Each project type option has a unique ID assigned to it, similar to dropdown lists. 

NOTE:  Remember to write out the IF statements in full. This makes it easier to identify areas which are not working as they should as is easier for others to interpret what the intention of the formula is.