Custom Fields
Administrate supplies a default set of fields on the Account, Contact, and Course screens. Use Administrate’s Custom Fields feature to add additional fields to your Account and Contact screens.
Custom fields of various selection types (dropdown, checkbox, radio, etc.) can be added. They can be set to mandatory for vital details to be recorded, and the Account or Contact can’t be saved without it. They can only be available to certain User Roles, if you wish to limit their accessibility. In addition, Custom Fields added are available in our filtering system so you can search and report on them (except the Multi-select Drop Down field).
Add a Custom Field
To add a Custom Field:
- Navigate to Control Panel → Custom Fields.
- Click Add Custom Field.
- Select the field type that you require from the list (if you select ‘Drop Down’ or ‘Multi-Select Drop Down’, enter the options that the user can choose from in the text boxes).
- Click Continue.
- Select whether the Custom Field is applicable to the Account, Contact, or Course
- Note: In the case of an Individual Account both Account and Contact fields will be available.
- Name your Custom Field.
- Add a field description to help your Users understand what the field is for.
- If you want only certain User Roles to be able to view this field then select Restrict this field to only be accessible by certain roles, then select the applicable User Roles.
- If you require this field to be completed for every Account or Contact then select Make this field required.
- Note: Users will not be able to save the Account or Contact during its next edit without completing this Custom Field, so please ensure that it is applicable to all Accounts or Contacts.
- Click Save.
Your Custom Field will now appear to users on the screen configured in step 5.
Edit a Custom Field
To edit a Custom Field:
- Return to: Control Panel → Custom Fields.
- Find the field you wish to edit and click Edit Field.
- Change the Field Name, Field Description, whether it’s required, and the User Roles that can view it. This view is also convenient to see the options in any drop down or multi-select drop down lists.
- If the field type is ‘Drop Down’ or ‘Multi-Select Drop Down’, you can click ‘Edit Type’ to change the list content.
- Click Save
Delete a Custom Field
Caution
The Custom Field will be removed including all the data stored within it for every Account, Contact, or Course it was made for, and the deletion is irreversible.
- Return to: Control Panel → Custom Fields.
- Click Delete next to the field you wish to remove.
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