Book a demo with one of our product specialists today to find out more about configurability and customisability in Protecht ERM:
Product tour contents
Organise data with structured sections
- Use sections to group related fields, making forms clearer and easier to navigate.
- Arrange sections across multiple tabs to separate different categories of data.
- Control access by assigning permissions to restrict who can view or edit each section.
- Set up conditional logic to show, hide, or require fields based on user input.
Define the right fields for accurate data collection
- Choose from a wide range of field types (text, dates, user lookups, dropdowns, etc.).
- Configure field settings, such as required fields, default values, and custom labels.
- Use the Field Reference Guide for advanced configurations, like auto-populating user fields or linking data to other registers.
Optimize form layout for usability and efficiency
- Arrange fields in left and right columns for a clean and organized layout.
- Use the span option to make fields stretch across the full width of the form when needed.
- Preview your form to ensure the layout is user-friendly before saving.
Save time with efficient section setup
- Create shell sections with just a name, then add fields later when setting up the register.
- Easily modify sections as your data requirements evolve.
- Ensure consistency across registers by using standard field names and structures to avoid breaking reports or dashboards.
