Manage Custom Fields

The Manage Custom Fields page allows an administrator to define up to three new fields for a report.  These custom fields will appear on the Add/Edit/Show Incident Report pages and will be included in any export of incident report data.  This feature is available to clients at the Enterprise Service Level.

By default, the three custom fields are not enabled.  To enable a custom field, the administrator would click on the 'Manage Custom Fields' button on the Edit Settings page and fill out the information required for each custom field. 

The Manage Custom Fields page is shown below.

The following types of custom fields are provided:

• Numeric - Integer 
• Number - Decimal (2 decimal places)
• Numeric - Currency (2 decimal places)
• Date
• Text (maximum 5000 characters)
• Dropdown List

The fields associated with each type are shown below.  Ranges are limited to 10 characters.  Marking a custom field as Required on Incident Reports causes that specific field to be required on the Add and Edit Incident Report pages.  The tooltip text is shown to the user when they hover their mouse pointer over the tooltip icon, , adjacent to the custom field on the Add/Edit/View Incident Report pages.  Click the 'Save' button to save the changes to the custom fields or the 'Cancel' button to discard any changes.

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Numeric - Integer

 - required fields are Field Label, Field Type, Field Tooltip Text

Numeric - Decimal

 - required fields are Field Label, Field Type, Field Tooltip Text

Numeric - Currency

 - required fields are Field Label, Field Type, Field Tooltip Text

Date

 - required fields are Field Label, Field Type, Field Tooltip Text

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Text

 - required fields are Field Label, Field Type, Field Length, Field Tooltip Text

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Dropdown List

 - required fields are Field Label, Field Type, Value List, Field Tooltip Text

An example of three custom fields (MyCustomNumber, MyCustomDate, MyCustomChoice) on the Add/Edit Incident Report pages is shown below.

Note: If an administrator subsequently decides to changes the Field Type of a custom field on the Manage Custom Fields page, data may be invalid with respect to the new Field Type and would therefore be deleted from every report.  Before this deletion occurs the administrator would receive the following warning:

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