This document outlines how to work with the new Custom Fields in Admin. Custom Fields enables users to create fields that are used to customize both the Sample Form and Project Request Form.

See the following:

• Manage Custom Fields
• Add Custom Fields
• Add Conditions to Fields
• Archive or Restore Fields

Manage Custom Fields

To manage the custom fields:

1. From the ADMIN section, select SETTINGS from the left navigation menu.
   
   
   
   
2. Select the CUSTOM FIELDS tab along the top of the page.
   
   The system default fields are listed, which currently display on the Sample Form.
   
   

Add Custom Fields

To add a new custom field:

1. Click on [ADD FIELD]. A new field displays at the bottom of the list.
   
   
   
   
2. Enter a Name for the new field.
   
   
   
   
3. Click on Select a field type to specify the the Type of field.
   
   

   Text – Short text entry field that allows for any combination of letters, numbers and symbols. Text Area – Larger text entry box that allows for any combination of letters, numbers and symbols. Numeric – Numeric entry field that allows for numbers only. Dropdown – User defined list of responses to select from. Responses can be added by pasting a list, typing and pressing enter after each item or typing the list separated by commas. Date – A date can be selected from a calendar. Date Time – A date and time selected from a calendar.

   
   
   
4. Optionally, enter a name in the Variable field if you would like to use it to Insert Variable Text in a questionnaire.
   
   
   
   
5. Click on [SUBMIT].
   
   

   SEE ALSO – Configure Sample Form and Configure Project Request Form for next-steps to add custom fields to forms.

Add Conditions to Fields

Conditions are used to limit available answer choices based on previous responses on dropdown fields. 

To create a conditional fields:

1. Add the Dropdown fields following the Add Custom Fields instructions above.
   
   
   
   
2. Add responses to what will be the Condition Source field.
   
   
   
   
3. Click on ADD CONDITION from the field that will be dependent on the source field's response.
   
   
   
   
4. Click the Condition Source field and select the source field from the drop-down list.
   
   
   
   
5. The responses from the source field are listed on the left side. Enter the dependent responses in the text box to the right side of each source field response.
   
   

   NOTE – Responses can be added by pasting a list, typing and pressing enter after each item, or typing the list separated by commas.

   
   
   
   
   

6. Click on [SUBMIT].

Archive or Restore Fields

Fields that are no longer needed can be archived. Archived fields are automatically removed from forms they were added to. Any data previously entered on existing projects is retained. Archived fields can be restored, as needed. Restored fields are automatically added back to forms they were on prior to being archived.

To archive/restore a field:

1. Click on [ARCHIVE].
   
   
   
   Click [OK] on the confirmation display. The field is removed from the list.
   
   
   
   
2. Click on [:] and select Show Archived. Archived fields are displayed red.
   
   
   
   
3. Click on [RESTORE]. The field is restored to the list.