How to Create Custom Categories & Fields

Related Links 

Custom Fields Overview

 

 

Description

In preparation for reporting and custom field merge codes, the process for creating, editing, and assigning custom fields has been refactored.

Custom fields can be used to track data for owners and other entities that is not currently accounted for within TOPS [ONE]

 

 

How to Get There

1. Click Admin 

 

2. Go to Custom Field Categories then click View All 

 

 

 

This will show you the Custom Field Index Page.

 

 

 

Creating Custom Field Categories

1. You can either add a custom field on the Main Body or the Right Column

 

Live Examples: 

 

 

Creating and Editing Custom Fields

Fields can be added/edited when a category is open for editing.

1. Create a new field by clicking the +Add Field button:


 

2. Fill in the Field Name 

Every field requires a field name. Field names must be unique within a given category

3. Select a Field Type 

Each field is assigned a single field type, which determines what kind of data can be stored. The available field types are:

Boolean (True / False)

Date

List Create a list of values to choose from

Number. A whole number. (Ex: 89)

Text

 

 

 

Settings 

The first gears icon is for the Category Settings- Most of the settings will be in this section. 

The second gears icon is for the Field Settings - Each field has its own settings button via the gear icon. For most field types, only available setting is the ability to enable/disable a field which will hide it from profile views. List values are added here as well:

 

Category Settings

Availability, communities, and roles must be set up in order to see the custom field

Enable Category which enabled/disable the category. All newly created categories are enabled by default. Disabled categories do not appear outside of the custom field index page

Category Description  This for description purposes only and does not appear anywhere else

Availability An assigned Availability. This determines which type of profile page these categories and fields can be associated with (ex: Community, Property, Bank). Each category is restricted to a single Availability

Communities At least one assigned community. A category will only appear for a given community that it is assigned to

Roles  At least one Role. The list of roles is derived from those set up on the Admin page and determine whether a given role will see these fields on profile pages

 

Field Settings

Use the Up/Down arrow buttons to move fields up and down within their category

Move a field from one category to another by cling the button with arrows button:  and select the new category from the available drop-down list: 

Remove a field or category by clicking the 'x' while editing a category. Categories that have values saved cannot be removed without first removing

 

 

 

 

 

Filters

Filter Custom Fields Categories 

To see the custom fields for a specific category, use the filter at the top to make your selection. 



Show disabled categories 

By default, all disabled categories are hidden. Clicking the Show Disabled Categories and Fields button in the upper-right corner will reveal them. Disabled categories are marked as such:

 

 

Now I've created the Custom Field, now what?

 

Next:

Editing Custom Fields

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