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Custom Fields – General Information

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:* There should be no reason to purge as Custom Fields do not take up much space within the system.

:* When you restore fields, there is no loss of data.

=Configuration - Essentials=

<pre>This page will serve as the main repository for setup information that is shared between most field types. To find setup options that are specific to a certain field type, look into the Wiki page for that field type itself. </pre>

::: [[File:Custom field menu buttons.png|200px|border]]

:

The following table describes the functionality of each button from left to right:

<!--

{{ {{ FieldOptionsINFO }}~~{{ DisplayINFO }}~~<~~/span></~~spanclass="mceNonEditable template" id="bs_template:@@@TPL5@@@" data-bs-name=" DisplayINFO" data-bs-type="template" data-bs-id="5"></span~~><~~class="mceNonEditable template" id="bs_template:@@@TPL5@@@" data-bs-name=" DisplayINFO" data-bs-type="template" data-bs-id="5">{{ DisplayINFO }}~~{{ ValidationINFO }}~~<~~/span></~~spanclass="mceNonEditable template" id="bs_template:@@@TPL6@@@" data-bs-name=" ValidationINFO" data-bs-type="template" data-bs-id="6"><class="mceNonEditable template" id="bs_template:@@@TPL6@@@" data-bs-name=" ValidationINFO" data-bs-type="template" data-bs-id="6">{{ ValidationINFO }}{{ FeatureOptionsINFO }}</span~~><~~/span></~~spanclass="mceNonEditable template" id="bs_template:@@@TPL7@@@" data-bs-name=" FeatureOptionsINFO" data-bs-type="template" data-bs-id="7"><~~/span></span class="mceNonEditable template" id="bs_template:@@@TPL7@@@" data-bs-name=" FeatureOptionsINFO" data-bs-type="template" data-bs-id="7">{{ FeatureOptionsINFO }}{{ {{ ValueStorage }}

-->

The following settings are common to nearly all [[Custom Fields|Custom Field]] types:

The syntax for these field types varies (some are processed on the server and other in a JavaScript in the client) and is explained for the individual field type.-->

==Permissions & Availability==

The second tab available when opening a '''Custom Field '''is usually the '''Permissions & Availability '''section. Although the sectioning of permissions and availability will differ depending on what type of Custom Field it is, as well as to what part of the system it is attached to, the '''Permissions & Availability '''options might look something like this:

::: [[File:Custom fields permissions and availability.png|500px|border]]

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Access to a [[Custom Field|custom field]] is controlled by permissions. These can be found and set in any custom field, on the Permissions and Availability tab. You can set only certain roles to be able to see/edit a field, or you can do the same thing with statuses. An example would be denying the '''Applicant''' role permission to see the '''Decision '''custom field (as this would reveal pre-emptively whether or not their application has been approved or denied).

||Categories

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||UTA {{ l1 }} Entities

||UTA Level 1 Template Entities

|}

::: [[File:Custom fields visibility.png|500px|border]]

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In order to enable '''Advanced Options, '''you must toggle on the feature from the top right of your page.

::: [[File:Advanced options.png|150px|border]]

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Whether or not a [[Custom Field|custom field]] is visible can be controlled using conditional statements in this box. You are able to set this visibility condition for new records based on the following options: '''Always Display, Hide on New Record, '''or '''Only Show on New Record.'''

::: [[File:Custom fields classic options.png|750px|border]]

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{| class="wikitable"

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:* Custom Fields that are not associated with a tab will be displayed on a tab that is labelled '''Default.'''

:* The '''Tab Name '''option only appears once the '''Advanced Options '''are enabled on the '''Classic Options '''tab.

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||'''Custom HTML Tag'''

Emmy Fu

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Custom Fields – General Information

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