Add custom field lists and sections

With the Manage Site Settings administrative permission, you can manage custom field lists and sections. You can also apply custom fields to asset types.
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To manage the custom field list:

Important: Before adding a custom field, consider using a standard field. Standard Fields are typically already tied to an Asset Type based on EFR Standards.
  1. Select Settings > Custom Fields > Setup. The Manage Custom Fields page appears.

    Manage custom fields list

  2. To manage an existing custom field, next to the field you want, do any of the following:
    To...Then...
    InactivateClick Inactivate icon.
    ActivateClick Reactivate icon.
    Edit
    1. Click Edit icon.
    2. Make any desired changes.
    3. Click Save.
  3. To add a custom field:
    1. In the top-right corner, click + Add Custom Field. The Manage Field page appears.
    2. Enter the following information in the correct fields:

      Add custom field page

      FieldDescription
      NameEnter a field name.
      Label

      Enter a label for the field.

      Note: This can be used to help a requestor submit a request, such as providing a more recognizable name or a question.

      Field Type

      Use the drop-down to select the type of field you want. Available fields types are:

      • CheckBox
      • Multi Select Dropdown
      • RadioButton
      • Single Select Dropdown
      • Single Select Search
      • TextBox
      • TextBox with Formatting
      Include Notes Entry

      To include a note field, select the checkbox.

      Note: This checkbox is not available if TextBox was selected at Field Type.

      Data Type (if applicable)If TextBox was the selected at Field Type, choose Data Type from the drop-down.
      Options (if applicable)

      All Field Types (excluding the TextBox type) will require you to enter the options shown when a request is created.

      Note: This section is not available if TextBox was selected at Field Type.

    3. Click Save. The Options section now includes data.
    4. Use the Options section to add selections, and update the order of the selections for your newly created field.

      Note: This section is not available if TextBox was selected at Field Type.

To apply a custom field to an asset type:

  1. Select Settings > Custom Fields > Setup. The Manage Custom Fields page appears.
  2. Next to the field you want to apply an asset type to, click Edit icon.
  3. Under the Options section, click Add Asset Types. A pop-up appears.
    Apply asset type to custom field.
  1. From the drop-down, select the field section.

    Note: For Instructional Classification and Funding Source, you can only choose custom field sections. To add to an EFR section, you have to edit the asset type.

    EFR sections are:

    • General Information
    • Financial
    • IT Related
    • Specifications
  2. To select an asset type(s), click in the Select Asset Types field, or click Select All.
  3. Click Save.

To manage custom field sections:

  1. Select Settings > Custom Fields > Custom Field Sections. The Field Sections page appears.

    Custom Field sections page

  2. Do any of the following:
    If you want to...Then...
    Reorder the sectionsDrag and drop the sections into the desired order.
    Edit an existing section
    1. Next to the section you want, click Edit icon.
    2. Make the desired edits.
    3. Click Save.
    Add a new section
    1. At the top-right, click Plus sign icon.
    2. Enter a name.
    3. Click Save.
    Delete an existing section
    1. Next to the section you want, click Edit icon.
    2. Click Delete.