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Add, Edit, or Delete a Custom Field

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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 the Directory screen, click the Settings clipboard_e7fd73d6d1ba35f2e7fb7a68079931ed6.png icon and the Module settings screen displays.

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Add a Custom field

  1. Click the Custom fields tab.
  2. Click the Add custom field button. The New custom field displays.

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  1. In the Name field, enter the custom field's name.
  2. From the Data type drop-down select the data type. See below for the desciption of the data types.
  3. Click the Create field button.

Edit a Custom field

  1. Either browse the list or search for the custom field.
  2. For the custom field you want to edit, click the Edit clipboard_e256a5cfe18adff4e68e8616c0fb4de6a.png icon and the Edit custom field display.

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  1. Update the fields.
  2. Click the Update field button and the custom field is saved.

Delete a Custom field

  1. Either browse the list or search for the custom field.
  2. For the custom field you want to delete, click the Delete clipboard_ea2e31435abc50aa419b5e2229e2c4534.png icon. The Confirm delete dialog displays the message "Deleting this custom field will remove it from all person records."
  3. Click the Yes, delete button.

Data Types

Type Description
Text

Adds a single line text field.

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Text Area

Adds a multi-line text field. Useful for description and comment fields.

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Checkbox

Displays a check box.

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Dropdown

Displays a drop-down with a selection list.

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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.

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Decimal

Allows the user to scroll to the required number.

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Date

Allows the user to select a date from a Calendar.

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