{"id":56701,"date":"2024-01-15T11:02:46","date_gmt":"2024-01-15T03:02:46","guid":{"rendered":"https:\/\/oihelp.corporate.ifs.com\/help\/?page_id=56701"},"modified":"2025-04-07T12:18:49","modified_gmt":"2025-04-07T04:18:49","slug":"entry-form","status":"publish","type":"page","link":"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/entry-form\/","title":{"rendered":"Entry Dialog Layout"},"content":{"rendered":"\n<p class=\"left-bar\">This article applies to version 4.14 and later of IFS OI Explorer. Note, some screenshots on this page may be of earlier versions. For more, see <a href=\"#Release_History\">Release History<\/a>.<\/p>\n<p class=\"overview\">The entry dialog consists of two main parts, the entry form, which is used to create and edit entries, and the entry dialog tabs.<\/p>\n<p class=\"left-bar-yellow\">Entries are used in <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/aplus\/\">A-Plus<\/a>, <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/cases\/\">Case Management<\/a> and <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/shift-log\/\">Shift Log<\/a>.<\/p>\n<p class=\"intro-text\">Entries are a record of cases, events or activities that have occurred and may need to be tracked for monitoring or reporting purposes.<\/p>\n<h2 class=\"page-subheading\">Layout<\/h2>\n<p class=\"intro-text\"><em>The entry dialog:<\/em><\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/01\/Snag_5658478e.png\" rel=\"lightbox-0\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-64561\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/01\/Snag_5658478e-600x286.png\" alt=\"\" width=\"730\" height=\"348\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/01\/Snag_5658478e-600x286.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/01\/Snag_5658478e-768x366.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/01\/Snag_5658478e-150x71.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/01\/Snag_5658478e-1080x514.png 1080w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/01\/Snag_5658478e-1280x610.png 1280w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/01\/Snag_5658478e-48x23.png 48w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/01\/Snag_5658478e.png 1352w\" sizes=\"auto, (max-width: 730px) 100vw, 730px\" \/><\/a><\/p>\n<table style=\"border-collapse: collapse; width: 100%; border: 1px solid #cccccc;\">\n<tbody>\n<tr>\n<td style=\"width: 20.2083%;\"><strong>1.\u00a0 \u00a0<a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/entry-form\/#Entry_Form\">Entry Form<\/a><\/strong><\/td>\n<td style=\"width: 79.7916%;\">Used to enter and edit entry details. The fields on an entry form will vary between forms and form types, and each type of form will contain a different set of mandatory fields.<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 20.2083%;\"><strong>2.\u00a0 \u00a0<a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/entry-actions\/\">Entry Actions<\/a><\/strong><\/td>\n<td style=\"width: 79.7916%;\">\n<table style=\"border-collapse: collapse; width: 100%;\">\n<tbody>\n<tr>\n<td style=\"width: 10%;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-55309\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/06\/Snag_296663be.png\" alt=\"\" width=\"19\" height=\"5\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/06\/Snag_296663be.png 164w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/06\/Snag_296663be-150x39.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/06\/Snag_296663be-48x13.png 48w\" sizes=\"auto, (max-width: 19px) 100vw, 19px\" \/><\/td>\n<td style=\"width: 90%;\">Share, copy, create action, edit action and delete, entry actions may be available.\u00a0<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 10%;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-55313\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/06\/Snag_296bb7f0.png\" alt=\"\" width=\"20\" height=\"20\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/06\/Snag_296bb7f0.png 79w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/06\/Snag_296bb7f0-48x48.png 48w\" sizes=\"auto, (max-width: 20px) 100vw, 20px\" \/><\/td>\n<td style=\"width: 90%;\">Access online help<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 10%;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-55312\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/06\/Snag_296abbae.png\" alt=\"\" width=\"15\" height=\"15\" \/><\/td>\n<td style=\"width: 90%;\">Close the dialog<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 20.2083%;\"><strong>3.\u00a0 \u00a0<a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/entry-dialog-tabs\/\">Entry Dialog Tabs<\/a><\/strong><\/td>\n<td style=\"width: 79.7916%;\">\n<p>The available tabs vary between applications and may be a label or an icon:<\/p>\n<table style=\"border-collapse: collapse; width: 100%; border: 1px solid #cccccc;\">\n<tbody>\n<tr>\n<td style=\"width: 42.5307%; vertical-align: middle; text-align: left;\"><strong>A-Plus<\/strong><\/td>\n<td style=\"width: 57.4693%;\">\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/01\/Snag_5a9eb051.png\" rel=\"lightbox-1\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-64590\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/01\/Snag_5a9eb051.png\" alt=\"\" width=\"420\" height=\"56\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/01\/Snag_5a9eb051.png 597w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/01\/Snag_5a9eb051-150x20.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/01\/Snag_5a9eb051-48x6.png 48w\" sizes=\"auto, (max-width: 420px) 100vw, 420px\" \/><\/a><\/p>\n<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 42.5307%; vertical-align: middle; text-align: left;\"><strong>Shift Log and Case Management<\/strong><\/td>\n<td style=\"width: 57.4693%;\">\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/01\/Snag_565cc41d.png\" rel=\"lightbox-2\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-64563\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/01\/Snag_565cc41d.png\" alt=\"\" width=\"400\" height=\"38\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/01\/Snag_565cc41d.png 531w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/01\/Snag_565cc41d-150x14.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/01\/Snag_565cc41d-48x5.png 48w\" sizes=\"auto, (max-width: 400px) 100vw, 400px\" \/><\/a><\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 20.2083%;\"><strong>4.\u00a0 \u00a0Authors<\/strong><\/td>\n<td style=\"width: 79.7916%;\">\n<p>System fields that show who created, and modified the entry, and when.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 20.2083%;\"><strong>5.\u00a0 \u00a0<a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/saving-entries\/#Save_an_Entry\">Save Actions<\/a><\/strong><\/td>\n<td style=\"width: 79.7916%;\">\n<p>Used to save or discard the entry, and close the dialog. The available actions vary between applications.<\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<hr \/>\n<h2 class=\"page-subheading\">Entry Form<\/h2>\n<p class=\"intro-text\">The entry form is used to add new entries, and to edit existing entries.<\/p>\n<p class=\"left-bar\"><strong>Read more:<\/strong> <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/adding-editing-and-deleting-entries\/\">Adding, Editing and Deleting Entries.<\/a><\/p>\n<p class=\"intro-text\"><em>The Entry Form:<\/em><\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2023\/10\/Snag_65fe8110.png\" rel=\"lightbox-3\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-63329\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2023\/10\/Snag_65fe8110-600x436.png\" alt=\"\" width=\"550\" height=\"399\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2023\/10\/Snag_65fe8110-600x436.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2023\/10\/Snag_65fe8110-150x109.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2023\/10\/Snag_65fe8110-48x35.png 48w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2023\/10\/Snag_65fe8110.png 730w\" sizes=\"auto, (max-width: 550px) 100vw, 550px\" \/><\/a><\/p>\n<table style=\"border-collapse: collapse; width: 100%; border: 1px solid #cccccc;\">\n<tbody>\n<tr>\n<td style=\"width: 20.2083%;\"><strong>1.\u00a0 \u00a0Title<\/strong><\/td>\n<td style=\"width: 79.7916%;\">\n<p>The title of the form:<\/p>\n<ul>\n<li>Shows if an entry is being added or edited<\/li>\n<li>Displays other information about the entry<\/li>\n<li>Varies between applications<\/li>\n<\/ul>\n<table style=\"border-collapse: collapse; width: 100%; border: 1px solid #cccccc;\">\n<tbody>\n<tr>\n<td style=\"width: 15.6319%;\">\u00a0<\/td>\n<td style=\"width: 23.7055%;\"><strong>Case Management<\/strong><\/td>\n<td style=\"width: 26.5276%;\"><strong>Shift Log<\/strong><\/td>\n<td style=\"width: 34.135%;\"><strong>A-Plus<\/strong><\/td>\n<\/tr>\n<tr>\n<td style=\"width: 15.6319%;\"><strong>New Entry<\/strong><\/td>\n<td style=\"width: 23.7055%;\">Create New Case<\/td>\n<td style=\"width: 26.5276%;\">Add Entry -\u00a0<em>Form Name<\/em><\/td>\n<td style=\"width: 34.135%;\">Create Event<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 15.6319%;\"><strong>Edit Entry<\/strong><\/td>\n<td style=\"width: 23.7055%;\"><em>ID - Title<\/em><\/td>\n<td style=\"width: 26.5276%;\">Edit Entry -\u00a0<em> Form Name<\/em><\/td>\n<td style=\"width: 34.135%;\"><em>ID\u00a0<\/em>- Edit <em>Event Type<\/em>\u00a0Event<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 15.6319%;\"><strong>Draft Entry<\/strong><\/td>\n<td style=\"width: 23.7055%;\"><em>ID - Title<\/em><br \/>\nDraft<\/td>\n<td style=\"width: 26.5276%;\">Edit Entry -\u00a0<em> Form Name<\/em><br \/>\nDraft<\/td>\n<td style=\"width: 34.135%;\"><em>\u00a0<\/em><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 20.2083%;\"><strong>2.\u00a0 \u00a0Form Icons<\/strong><\/td>\n<td style=\"width: 79.7916%;\">The icon and label show the type of entry, and the entry type or the form name.<br \/>\nMultiple icons indicate shared entries and are a feature of Case Management and Shift Log.<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 20.2083%;\"><strong>3.\u00a0 \u00a0<a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-server\/entries\/fields\/\">Fields<\/a><\/strong><\/td>\n<td style=\"width: 79.7916%;\">\n<p>Fields on the form that can be filled in and saved to create an entry.<\/p>\n<p>A field with a:<\/p>\n<ul>\n<li>Grey background cannot be edited (these are updated automatically by the system)<\/li>\n<li>Light red background is an <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/entry-form\/#Overdue_Entries\">overdue entry<\/a><\/li>\n<li>Blue outline is the active field<\/li>\n<li>Red outline is mandatory<\/li>\n<li>Asterisk beside the name indicates a required system field<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p class=\"note\"><strong>Note:<\/strong> Different forms contain different fields, and are used for different purposes.<\/p>\n<p class=\"left-bar\"><strong>Related:<\/strong> <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-server\/entries\/forms\/\">Form Configuration<\/a><\/p>\n<hr \/>\n<h2 class=\"page-subheading\">Overdue Entries<\/h2>\n<p class=\"intro-text\">Entries become overdue if the current date\/time is past the date\/time in the Due Date field.<\/p>\n<p class=\"intro-text\">Overdue entries have a pale red background colour in the Shift Log and Case Management entry tables, and in the Due Date field in the entry dialogs.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/01\/Snag_5ad56042.png\" rel=\"lightbox-4\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-64594\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/01\/Snag_5ad56042-600x194.png\" alt=\"\" width=\"1000\" height=\"323\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/01\/Snag_5ad56042-600x194.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/01\/Snag_5ad56042-768x248.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/01\/Snag_5ad56042-150x48.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/01\/Snag_5ad56042-1080x348.png 1080w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/01\/Snag_5ad56042-48x15.png 48w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/01\/Snag_5ad56042.png 1252w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/><\/a><\/p>\n<p class=\"intro-text\">If a user is assigned to an entry that has a Due Date, the due date is shown in the Notifications in the Info Zone.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_164dd028.png\" rel=\"lightbox-5\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56842\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_164dd028.png\" alt=\"\" width=\"450\" height=\"306\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_164dd028.png 595w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_164dd028-150x102.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_164dd028-48x33.png 48w\" sizes=\"auto, (max-width: 450px) 100vw, 450px\" \/><\/a><\/p>\n<hr \/>\n<h2 class=\"page-subheading\">Release History<\/h2>\n<ul class=\"intro-text\">\n<li class=\"overview\">Entry Dialog (this release, 4.14):\n<ul class=\"overview\">\n<li>Restructured page\u00a0<\/li>\n<\/ul>\n<\/li>\n<li class=\"overview\">Previous Related Releases\n<ul class=\"intro-text\">\n<li class=\"overview\"><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/entry-form\/entry-dialog-4-14\/\">Entry Dialog (4.14)\u00a0<\/a><\/li>\n<li><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/entry-form\/entry-form-4-10-5\/\">Entry Form (4.10.5)<\/a>\u00a0<\/li>\n<li>Shift Log Entry Form (4.0)<\/li>\n<li><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/cases\/case-management-entry-form-4-9-3\/\">Case Management Entry Form (4.9.3)<\/a><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>The Entry Dialog consists of two main parts, the Entry Form, which is used to create and edit entries, and the Entry Dialog Tabs.<\/p>\n<p class=\"continue-reading-button\"> <a class=\"continue-reading-link\" href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/entry-form\/\">Read more<i class=\"crycon-right-dir\"><\/i><\/a><\/p>\n","protected":false},"author":29,"featured_media":55608,"parent":64014,"menu_order":3,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":"","_members_access_role":[],"_members_access_error":""},"categories":[4],"tags":[1068,1150,1108,1105,1103,1104,1122,1106,863,845,1100,1067,1124,848,1107,1123],"class_list":["post-56701","page","type-page","status-publish","has-post-thumbnail","hentry","category-explainer","tag-a-plus","tag-action","tag-activities","tag-activity","tag-aplus","tag-case","tag-dialog","tag-draft","tag-entries","tag-entry","tag-event","tag-form","tag-resubmit","tag-shift-log","tag-submit","tag-tab","Version-4-14","Product-ap","Product-case","Product-shiftlog"],"_links":{"self":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/56701","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/users\/29"}],"replies":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/comments?post=56701"}],"version-history":[{"count":164,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/56701\/revisions"}],"predecessor-version":[{"id":70085,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/56701\/revisions\/70085"}],"up":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/64014"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/media\/55608"}],"wp:attachment":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/media?parent=56701"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/categories?post=56701"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/tags?post=56701"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}