Custom Fields List

Administrators can add new fields to the following base tables. The Custom Fields will appear on tabs that use these base tables. Click Custom Fields for examples of these tabs. These fields can be made available to all projects or select projects on the Field Properties tab.

 

Base Tables

Blog Invoice ProjectEvent SiteBudget Subject VendorInvoice
Budget Project ProtocolDeviation SiteIssue SubjectVisit VendorPayment
Contact ProjectContact ProtocolVersion SitePassThruCost SubjectVisitMonitor  
Document ProjectContactDetail SAE SitePayment SubjectVisitProcedure  
Institution ProjectCountry Site SiteVisit VendorCost  

 

An example of a custom field could be capturing the phonetic spelling of the way to pronounce a Contact's name. You would create a custom field under the Contact base table. Once created in this module, the Custom Fields tab will appear on the Global Contacts module.

 

If a table is needed that requires multiple rows, then a Custom Table can be created instead. An example of multiple rows for a Custom Table would be Action Items needed for a site. There may be many action items for one site that require multiple rows. This table would be created under the Site base table.

 

For single custom fields, first select the Table, then either click the button to add a new field or click to open the Custom Field module.

 

Users can filter by the Table, or on Active/Inactive/All records as well as search for a word or string in the record. To remove all search options, click the button.

 

Columns can be sorted  in ascending or descending order by clicking the column heading.

 

Click Common Buttons for a description of the buttons found throughout the system and their uses.

 

 

 

 

Field

Description

Field Name

This column shows the name of the custom field.

Field Type

This column shows whether the field is a:

  • Checkbox

  • Currency

  • Date

  • DateTime

  • DropdownList

  • Number

  • Text

  • Time

Field Caption

This column shows the message that will display on the Custom Field screen. For project-specific base tables, the field caption may be overridden on the Project Custom Field module.

Report Caption

This column shows the message that will display on the report.

All Projects

A check in this column's check box indicates that the custom field will be available to all projects. This column will not appear in the Contact, Institution, and Project base tables.