Create/Edit/Delete Requester Custom Fields

Users with the required Permissions can create a Requester Custom Field.

Create a Requester Custom Field

1. Click Administration > Request Management > Requester Custom Fields. The Requester Custom Field Groups screen displays as shown below

2. Select the Custom Field Group you want to create a Custom Field for, then click Fields. The Requester Custom Field screen displays as shown below

3. Click New. The New Requester Custom Field screen displays as shown below

4. Enter information in the fields described below per your agency's requirements

5. Click Save. A verification message displays as shown below

6. Click OK

Create Requester Custom Fields Using List Options

Users with the required Permissions can provide values for the List Option field type when creating a Requester Custom Field for a Custom Field Group.

NOTES: The instructions below require the user to be in the process of creating a custom List Option field for a Custom Field Group.

List Options can also be configured under Administration > Lookups > List Options.

1. Select the Custom Field Group for which to create Requester Custom Fields, then click Fields

2. Click New. The New Request Custom Field screen displays as shown below

3. Click the Type drop-down menu and select List Option-Single

4. Next to List Options, click the icon. The Custom List Options window displays as shown below

5. Click New. The New Custom List Option window displays as shown below

6. Enter information in the fields described below as needed

7. Click Save. A verification message displays as shown below

8. Click OK to save the Custom List Option. The newly created Custom List Option displays on the Custom List Options window as shown below

9. Select the Custom List Option to add values to, then click List Values. The Custom List Values window displays as shown below

10. Click New. The New Custom List Value window displays as shown below

11. Enter information in the fields described below as needed

12. Click Save. A verification message displays as shown below

13. Click OK. The newly created Custom List Value displays on the Custom List Values window as shown below

14. Click Back. The Custom List Options window displays as shown below

15. Repeat step 4 for each value you want to add to the Custom List Options window

16. Select the newly created Custom List Option if not already selected, then click Select. The name of the newly created Custom List Option will be populated in the List Options field as shown below

18. Enter information as needed in the available fields

NOTE: A description of the available fields can be found under step 4 of the Steps to Create a Custom Field section above.

19. Click Save. A verification message displays as shown below

20. Click OK. The new Request Custom Field displays on the Request Custom Fields screen

Edit Requester Custom Field

After creating a Custom Field Group, users with the required Permissions can edit Custom Field Details. Follow the steps below to edit a Requester Custom Field:

1. Click Administration > Request Management > Requester Custom Fields. The Requester Custom Field Groups screen displays

2. Select the Custom Field Group containing the Custom Field to edit. The first Custom Field Group will be selected by default

3. Click Fields. The Requester Custom Fields screen displays

4. Select the Custom Field you want to edit. The first Custom Field is selected by default

5. Click Edit. The Edit screen displays for the selected Custom Field

6. Edit the fields as needed. These are described in the previous section

7. Click Save. A verification message displays

8. Click OK

Delete Requester Custom Field

Users with the required Permissions can delete a Custom Field if it is no longer needed. Custom Fields cannot be removed if associated with an open Request. In such instances, the Custom Field can be inactivated to prevent further use.

Follow the steps below to delete a Requester Custom Field:

1. Click Administration > Request Management > Requester Custom Fields. The Requester Custom Field Groups screen displays

2. Select the Custom Group containing the Custom Field to delete. The first Custom Group is selected by default

3. Click Fields. The Requester Custom Fields screen displays

4. Select the Custom Field to delete, then click Delete

5. A verification message displays. Click OK