How to Configure Custom Data Fields: Instruction Guide
Custom Field Set-Up:
- To begin, select the database dropdown menu and select custom fields.
- Select the entity you want to add a custom field for and select +
- Name the field and select the data type for this custom field.
- Once you select the data type, you can add a list (if applicable) or simply save the custom field to populate correctly.
- Now that the field has been created you can add them to your app layouts for your different devices.
List Set-Up:
- If you select text as your data type, you can manually enter information of have pre-determined results that you can select from a list.
- To add items to the list for a specific data field, make your way to the specific field you want to edit and a flyout will populate with a custom data field overview. Select the List Items edit button.
- Now you can manually add specific items or import a CSV list to make selections.
- To add item lists manually, select +
- Name the Item and add a description then save.
- If you would like to import a list to streamline this process, simply select the Import List dropdown menu and select browse.
- This will allow you to select the correct CSV file with the list of items you want to import.
- Please note that Append Mode will add items to the current list and Overwrite Mode will replace the list with the list you import.
To get more information on how to configure custom data fields, refer to the resources below.
