When adding a single field to a base table, the administrator can add or edit a single Custom Field record in this module. Clicking Save returns you to the Custom Fields page.
When adding a custom table to a base table, the administrator can add or edit a single Custom Table Field record in this module. Clicking Save returns you to the Custom Tables page.
To add the Custom Field or Custom Table Field to all Projects, click the Field Properties tab and check the Add to All Projects check box. The Add to All Projects button will not appear in the Contact, Institution, and Project base tables. To add a Custom Field to only one or more projects, see Project Tables - Project Custom Fields. To add a Custom Table to only one or more projects, see Project Tables - Project Custom Tables.
Click Common Buttons for a description of the buttons found throughout the system and their uses.
Adding a Record for a Custom Field
Adding a Record for a Custom Table
Adding a Record for a Custom Table using a Custom Field
Editing a Record
When editing a custom field under any of the base tables, the Field Properties and Report Properties tabs become available. When editing either the Contact, Document, Institution, or ProjectEvent base tables, the Usage Filters tab also becomes available. This is where you can link each custom field in these base tables to the record type(s).
Editing a Record for a Custom Field
Editing a Record for a Custom Table Field
Field |
Description |
Source |
This field will be visible when the user is editing a Custom Field that is linked to a Custom Table. If visible, this field is required when adding a record and read-only when editing an existing record. The user selects from the following choices:
|
Custom Field |
This field will be visible when the Source field is set to Custom Field. If visible, it is required and contains the list of current Custom Fields for the selected Base Table. |
Display on List |
This field will be visible when the Source field is set to Custom Field. A check in this field will have this custom field appear on the custom tables list page. For example, if the custom table is for the Site base table, the custom table will appear on the Sites tab and on its own menu item. |
Field Name |
This field will be visible when the Source field is set to Custom Table Field. The user enters the name of this field with up to 25 upper or lower case letters. Spaces, numbers, symbols and other punctuation will not be allowed. This field is required. |
Caption |
This field will be visible when the Source field is set to Custom Table Field. This field is required and the user can enter up to 200 characters. |
Short Caption |
This field will be visible when the Source field is set to Custom Table Field. This field can hold up to 25 characters. |
Database Field Storage |
|
Custom Table |
This field will be visible when the Source field is set to Custom Table Field and is read only. |
Field Type |
This field will be visible when the Source field is set to Custom Table Field. If visible, it is required when adding and read only when editing an existing record. The user can select between the following choices:
|