Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 6 Next »

  1. In the navigation panel, go to Administration then Custom Fields.
  2. Click New to create a new custom field. The New Custom Field screen displays as per below.

     Show me

  3. Enter the following fields:
    • Name is the name of the field. This will appear where the field is shown.
    • Custom Field Group allows you to add the field to a field group.
    • Field Type is the type of field. The following types are available:
      • Boolean is a true/false choice.
      • Date is a date.
      • Decimal is a number with decimal places (e.g. 2.50)
      • Integer is a whole number with no decimal places (e.g. 2)
      • Text is a text field.
    • Tick Required Field if you wish to make this field mandatory.

      If Required Field is checked to indicate the custom field is mandatory then staff will need to be informed/trained on its usage as well as what to key in to avoid potential confusion when the validation error message pops up advising input for the field is required.

    • Tick Include in Cube to include this field in cubes.
  4. In the Custom Field Applies section, specify where this custom field applies, using the following procedure:
    1. Click New to create a new row. The Custom Field Applies screen displays.

       Show me


    2. Select the location where you want the field to apply. You can apply a custom field to Cards, Products or Machines.
    3. Repeat the process to define as many applications as you wish.
  5. When you have finished, click Save.
    • If your field appears on Cards, it will be available immediately for new and existing cards.
    • If your field appears on Products or Machines, it will be available for new records immediately, but will be copied to existing records overnight.

 

  • No labels