This section allows you to view all the user-defined fields that is applied to user-defined forms. You can also add a specific field to the user-defined forms you have created for your organization.
To add User Defined Fields
-
On the Administration menu,select Manage User-Defined Fields.
The User-Defined Fields page displays.
-
Click the Add New User-Defined Field Link located at the bottom of the grid.
The Add User-Defined Field page displays.
-
In the About section, you will see the ID number, System Defined checkbox, Active checkbox and the dates the form was created and modified.
-
Select the Active checkbox to make this field active and apply it to forms or clear the checkbox to make it inactive and use the existing fields.
-
In the General Info section, you will see the name, data type, data entity type, minimum and maximum values for the data type.
-
Click the Name textbox to add a name for this field. This will serve as the label or name of the field that will appear on the form where it will be used.
Click the Save button on top of the page to save the changes you have made.
-
Click the Data Type box and select from the dropdown the type of field you want to create.
-
Click the Data Entity Type box and select from the dropdown which entity type this field in intended for.
-
In the Minimum and Maximum Value boxes, type in the minimum and maximum values you want for this field. These boxes will be disabled to some data types which does not need minimum and maximum values.
-
Click the Save button at the top of the page.
-
Click the tabs at the bottom of the page to add additional information:
a. Availability tab allows you check which pages this field can be seen.
-
Click the Save and Return button to return to the User- Defined Fields page.