Add, Edit, or Delete a Custom Field
Level: Administrator
Your organization will often request extra custom fields to store additional data, and the person profile form can include custom fields.
Access Directory Settings
- From Eptura Home, click the Directory tool.
- From the Directory screen, click the Settings
icon and the Module settings screen displays.
Add a Custom field
- Click the Custom fields tab.
- Click the Add custom field button. The New custom field displays.
- In the Name field, enter the custom field's name.
- From the Data type drop-down select the data type. See below for the desciption of the data types.
- Click the Create field button.
Edit a Custom field
- Either browse the list or search for the custom field.
- For the custom field you want to edit, click the Edit
icon and the Edit custom field display.
- Update the fields.
- Click the Update field button and the custom field is saved.
Delete a Custom field
- Either browse the list or search for the custom field.
- For the custom field you want to delete, click the Delete
icon. The Confirm delete dialog displays the message "Deleting this custom field will remove it from all person records." - Click the Yes, delete button.
Data Types
| Type | Description |
|---|---|
| Text |
Adds a single line text field.
|
| Text Area |
Adds a multi-line text field. Useful for description and comment fields.
|
| Checkbox |
Displays a check box.
|
| Dropdown |
Displays a drop-down with a selection list.
|
| Integer |
Allows the user to scroll to the required integer. Scrolling up increases the number presented by units of one; numbers are negative when scrolling below zero.
|
| Decimal |
Allows the user to scroll to the required number.
|
| Date |
Allows the user to select a date from a Calendar.
|
