4,401
edits
Changes
no edit summary
* '''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 wish to save a field that you are not finished working on but wish to save then click the '''Save''' button.
[[Image:Creat12.png]]
* '''Moving quickly through a set of custom fields''' – if you need to move though a list of fields quickly use the '''navigate''' buttons displayed on the top right of the [[Custom Field|custom field]] page.
[[Image:Creat13.png]]
* '''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 Fields''' tab at the top of the field list.
[[Image:Creat14.png]]
* '''Associating custom fields with multiple roles''' – if you add fields to multiple roles and associated a [[User|user]] with those rules 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 number. 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!
[[Image:Creat15.png]]
* '''If you have setup a Combo box or select one field has the wrong value and data has been entered''' – use '''Field Data''' feature to review and change the value. Also make sure you have added the correct value to the field options!
[[Image:Creat16.png]]
[[Category:Custom Fields]][[Category:System Management]]
[[Image:Creat12.png]]
* '''Moving quickly through a set of custom fields''' – if you need to move though a list of fields quickly use the '''navigate''' buttons displayed on the top right of the [[Custom Field|custom field]] page.
[[Image:Creat13.png]]
* '''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 Fields''' tab at the top of the field list.
[[Image:Creat14.png]]
* '''Associating custom fields with multiple roles''' – if you add fields to multiple roles and associated a [[User|user]] with those rules 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 number. 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!
[[Image:Creat15.png]]
* '''If you have setup a Combo box or select one field has the wrong value and data has been entered''' – use '''Field Data''' feature to review and change the value. Also make sure you have added the correct value to the field options!
[[Image:Creat16.png]]
[[Category:Custom Fields]][[Category:System Management]]