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Custom Fields – General Information

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=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>

==Common Custom Field Functions==

On the top left of the Custom Field record will be a row of buttons, each with different functions relating to the field.

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~~{{ FieldOptionsINFO }}~~</span~~><~~class="mceNonEditable template" id="bs_template:@@@TPL3@@@" data-bs-name=" FieldOptionsINFO" data-bs-type="template" data-bs-id="3">{{ FieldOptionsINFO }}~~{{ DisplayINFO }}~~</span~~>~~class="mceNonEditable template" id="bs_template:@@@TPL4@@@" data-bs-name=" DisplayINFO" data-bs-type="template" data-bs-id="4">{{ DisplayINFO }}~~{{ ValidationINFO }}~~</span~~></~~class="mceNonEditable template" id="bs_template:@@@TPL5@@@" data-bs-name=" ValidationINFO" data-bs-type="template" data-bs-id="5">{{ ValidationINFO }}~~{{ FeatureOptionsINFO }}~~</span~~></~~class="mceNonEditable template" id="bs_template:@@@TPL6@@@" data-bs-name=" FeatureOptionsINFO" data-bs-type="template" data-bs-id="6">{{ FeatureOptionsINFO }}{{ ValueStorage }}

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

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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 page.* '''Reordering the field list: '''If you add fields in between other fields, the order can get confusing. You can always reorder any custom field list by using the '''Re-Order '''button at the top of the field list. * '''Associating custom fields with multiple roles: '''If you add fields to multiple roles and associate a [[User|user]] with these roles, the fields will be mixed when displayed, as the order will be similar. For example, if a [[Display order|display order]] number for one role is 10, then it will appear immediately next to the field order 10 from a second role. In order to avoid this, reorder the fields in each role with ''different starting numbers. ''For role one, start at 1000 and for role two, start at 2000. * '''Associating custom fields with the wrong [[Entity|entity]]: '''If you associate fields with the wrong role by accident, use the '''Export '''and '''Import '''feature to move the fields to the correct entity. This will only work before you start adding information! * '''If you have a Combo box or a Select One field with the wrong value: '''Use the''' [[Custom Fields — General Information#Common Custom Field Functions|Field Data]] '''feature to review and change the value. Also, make sure that you have added the correct value to the field options.

==See Also==

Emmy Fu

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Custom Fields – General Information

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