View source for General Tips when Creating Custom Fields

* '''Save and Save & New''' – When you create a [[Custom Field|custom field]] and wish to start a new field right away without returning to the field list, use the '''Save and New''' button. If you are not finished working on a field, but wish to save, click the '''Save''' button.

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* '''Moving quickly through a set of custom fields''' – if you need to move through a list of fields quickly, use the '''navigate''' buttons displayed on the top right of the [[Custom Field|custom field]] page.

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* '''Reordering the field List''' – if you add fields in between other fields, the order can get confusing. You can reorder the [[Custom Field|custom field]] list by using the '''Re-Order''' button at the top of the field list.

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* '''Associating custom fields with multiple roles''' – if you add fields to multiple roles and associate a [[User|user]] with those roles, the fields will be mixed when displayed as the order will be similar (field order 10 from role one will appear next to field order 10 from role two etc). You can avoid this by reordering the fields in each [[Role|role]] with different starting numbers. For [[Role|role]] one, start at 1000 and for [[Role|role]] two, start at 2000.
* '''Associating custom fields with the wrong entity''' – if you associate fields with the wrong [[Role|role]] by accident, use the '''Export''' and '''Import''' feature to move the fields to the correct [[Entity|entity]]. This will only work before you start adding information!
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* '''If you have a Combo box or Select One field with the wrong value ''' – use the '''Field Data''' feature to review and change the value. Also, make sure you have added the correct value to the field options!

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[[Category:Custom Fields]][[Category:System Management]]