Project Custom Fields

Users can add or edit Custom Fields to the selected project, but they must be added to the system in the Custom Fields module under the Administration tab.

 

First, select the base table from the list below, then either click the button or click to open the Project Custom Field module.

 

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

 

Click to return to the Project Tables page.

 

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

Search Fields

 

Table

The user can filter the tables by:

  • Blog

  • Budget

  • Document

  • InventoryItemTransaction

  • Invoice

  • Project

  • ProjectContact

  • ProjectContactDetail

  • ProjectCountry

  • ProjectEvent

  • ProjectProcedure

  • ProtocolDeviation

  • ProtocolVersion

  • SAE - This choice will be hidden if the Enable Subject Detail Configuration Variable is set to False

  • Site

  • SiteBudget

  • SiteInventory

  • SiteIssue

  • SitePassThruCost

  • SitePayment

  • SiteVisit

  • Subject - This choice will be hidden if the Enable Subject Detail Configuration Variable is set to False

  • SubjectVisit - This choice will be hidden if the Enable Subject Detail Configuration Variable is set to False

  • SubjectVisitMonitor - This choice will be hidden if the Enable Subject Detail Configuration Variable is set to False

  • SubjectVisitProcedure - This choice will be hidden if the Enable Subject Detail Configuration Variable is set to False

Records

The user can filter the institutions based on whether the records are active or inactive, or simply select all records.

Search

The user can enter any word or string to see if it exists in the database.

Column Headings

 

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.

Report Caption*

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

Reorder

The two arrows move the rows up or down . Inactive records always will be excluded during the reorder process. When an inactive record is reactivated after the records have been reordered, then the record will appear at the end of the list.