Introduction
This section explains how to add text box, text area, or label custom fields. The process for each is the same.
Procedure
1. From the Custom Field main screen, use the Field drop-down list to select Check Box, Radio Button, Single Select, or Multiple Select.
2. Click Show.
3. Click Add.
The following screen is displayed:
Check Box, Radio Button, Single Select, or Multiple Select Custom Fields
4. Check the Active box if you want this custom field to be displayed within the sections where it will be added.
Creating an inactive custom field means that it cannot be applied to any sections, and therefore will not be available for completing.
5. In the Name field, enter the name of the custom field that you are creating.
You can specify a maximum of 100 characters (alphanumeric) in this field.
6. In the Label field, enter the label of the custom field that will be displayed when configuring this custom field in a header section and when users access the applicable Custom Fields screen.
7. Use the Options section to identify each of the choices that will be available to the user.
Each option consists of the option text, its external ID, and an Option Active check box. You initially have one option section displayed. You can:
· In the Option text field, enter the name of the option within the custom field. You can enter a maximum of 30 characters in this field.
· In the External ID field, enter a value that can be used for external reporting. You can enter a maximum of 30 characters in this field.
· Check the Option Active box to indicate that the option will be visible within this custom field.
· Click the Add Option button to add a new option to the custom field.
8. Click Save to keep your changes.
