Custom Fields

Users with the required Permissions can create Custom Fields for a Custom Field Group.

Create a Custom Field

Click Administration > Request Management > Request Custom Fields. The Request Custom Field Groups screen displays as shown below
Select the Custom Field Group for which you want to create a Request Custom Field, then click Fields. The Request Custom Fields screen displays as shown below for the selected Custom Field Group.
Click New. The New Request Custom Field screen displays as shown below.
Enter information in the fields described below per your agency's requirements.

Field	Description
Name	The name of the Custom Field.
Type	The type of field you want to create as defined below: Text: Creates a narrative field that accepts up to 50 alphanumeric characters. This is the default option. Number: Creates a field that accepts up to 9 digits. Date: Creates a field that accepts text in mm/dd/yyyy format. With this field type, users can either enter the date directly in the available field or click on a calendar icon to select the month, day and year, which will automatically populate the field. List Option - Single: Reveals the Lists Options field, where you can create, edit, or delete values from a drop-down menu. List Option - Multiple: Reveals the List Options field, where you can create, edit, or delete values from a combo list and reveals the Display Height field. Text Area: Creates a field that accepts up to 255 alphanumeric characters.
Length	The maximum number of characters/numerals allowed for the field.
Display Width	The maximum size (in pixels) of the field from one side to the other, as displayed on the Request Custom Field screen.
Enabled	When selected, activates the field for use.
Required	When selected, makes the field mandatory for input.
Show in PAL (Public Access Link)	When selected, enables the Custom Field to appear in PAL. This option will be available in your configuration if PAL was purchased.

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

Steps to Create Custom Fields Using List Options

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

NOTE: 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.

Select the Custom Field Group for which you want to create Requester Custom Fields, then click Fields.
Click New. The New Requester Custom Field screen displays as shown below.
Click the Type drop-down menu and select List Option-Single.
Next to List Options, click the icon. The Custom List Options window displays as shown below.
Click New. The New Custom List Option window displays as shown below.
Enter information in the fields described below as necessary.

Field	Description
Name	The name of the new Custom List Option.
Type	This field is automatically disabled and populated with the Custom Field Type.
List Type	The type of list you want to create as defined below: User Defined: Values of a list as described by the user. System Defined: Preset values from existing lists available in the system (Active Users, Program Offices, Appeal Sub Types, Request Types, Action Offices and States).
Enabled	When selected, activates the list for use.
Show in PAL (Public Access Link)	When selected, enables the Custom List Option to appear in PAL. This option will be available in your configuration if PAL was purchased.

Click Save. A verification message displays as shown below.
Click OK to save the Custom List Option. The newly created Custom List Option displays on the Custom List Options window as shown below.
Select the Custom List Option you want to add values to, then click List Values. The Custom List Values window displays as shown below.
Click New. The New Custom List Value window displays as shown below.
Enter information in the fields described below as necessary.

Field	Description
Name	The name of the new Custom List Value.
Default	Sets the List Value as the default.
Enabled	Activates the List Value for use.
Show in PAL (Public Access Link)	Enables the custom List Value to appear in PAL. This option will be available in your configuration if PAL was purchased.

Click Save. A verification message displays as shown below.
Click OK. The newly created Custom List Value displays on the Custom List Values window as shown below.
Click Back. The Custom List Options window displays as shown below.
Repeat step 4 for each value you want to add to the Custom List Options window.
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.
Enter information as necessary 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

Click Save. A verification message displays as shown below.
Click OK. The new Request Custom Field displays on the Request Custom Fields screen.

Delete Custom Field

Users with the required Permissions can delete Custom Fields from a Custom Field Group. Custom Fields cannot be deleted if associated with a Request.

Click Administration > Request Management > Request Custom Fields. The Request Custom Field Groups screen displays.
Select the Custom Field Group for which you want to delete a Custom Field.
Click Fields. The Request Custom Fields screen displays as shown below for the selected Custom Field Group.
Select the Request Custom Field that you want to delete.
Click Delete. A verification message displays as shown below.
Click OK.