Custom Fields

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

Create a Custom Field

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

2. 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

3. Click New. The New Request 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

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.

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 you want to create Requester Custom Fields, then click Fields

2. Click New. The New Requester 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 you want 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

17. 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.

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

19. 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.

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

2. Select the Custom Field Group for which you want to delete a Custom Field

3. Click Fields. The Request Custom Fields screen displays as shown below for the selected Custom Field Group

4. Select the Request Custom Field that you want to delete

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

6. Click OK