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Create Mail Forms and Restricted Fields

Create and edit mail forms and restricted fields.

Required permissions
Edit project settings

Before reading this article you'll need to prepare to use mail forms and restricted fields on your project.

You'll also need to create your project fields, so you can apply them to mail types to build your mail forms.

The character limits for fields and tooltips are:

  • Labels - 40 characters
  • Tooltips - 150 characters
  • Selectlist values - 120 characters
  • Text - 1-60 characters.

Apply project fields to mail types

  1. From the navigation menu click Setup and select Project Settings.
  2. Click Mail and select Mail Types.
  3. Find the mail type you want to add or edit and click Edit Mail Form.
  1. Click and drag the move icon to drop a field in place. Fields can be dropped in the exact order you want them to appear.
  2. (Optional) Make the field mandatory for this mail type.
  3. (Optional) Reorder dropped fields using the move icon.
  1. (Optional) Remove a field from the mail type, by selecting it and clicking Remove. You can select and remove multiple fields at the same time.
  2. Click Save to apply your changes to the mail form.

What are Restricted Fields?

Restricted Fields allow Aconex project owners to track sensitive information against specific mail types.  This information is restricted (only visible) to the Aconex project owning organization. 

For example, you may decide to track potential cost or time impacts against Site Instructions so that Head Contractors can factor that data into their projected contingency.

Configure restricted fields from Setup > Project Settings > Mail Types and click Edit Restricted Fields against the appropriate mail type. The list of restricted fields is separate from project fields.
 

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