Custom Field Assignment

A Custom Field is a field created by your organisation to cater for data which itris does not accommodate directly. Custom fields provide great flexibility, as they enable you to customise itris to further aid your business and workflow needs. Custom fields are created and managed via the itris Management Utility (IMU) Data area.

At creation (or edit) a custom field can be made available to apply to one or more record types: Applicant, Company, Contact, Job & Placements, and can be used in email merge fields.

Custom fields are searchable and come in a variety of formats:

 Boolean custom fields are used where the value is either a true or false, most commonly used for Yes / No requirements

 Text custom fields are simply free text fields, these can be restricted to minimum and/or maximum length

 Date custom fields allow you to assign a single date, these can be restricted to an earliest and/or latest date

 Date Range custom fields allow you to assign a start and end date. These can be set with minimum and/or maximum number of days whereby the start and end dates must fall within this range

 Number custom fields are for whole numbers. These can be limited to minimum and/or maximum values

 Decimal custom fields allow you to add numbers with decimal points, these can be restricted to minimum and/or maximum values

Each record type has a Custom Fields area 

From here, the custom fields for the current record can be managed, either assigned, edited or removed.

When adding a custom field, you will need to complete the relevant value(s). Any validation errors, for example, a missing value, or a value that does not meet the specified parameters will display the orange/exclamation validation icon.

For the Text, Number, Decimal and Date data types you may have predefined value lists. These can be restricted so users must choose from the list.  Without this restriction, users can select from the list, or they can free type.

When adding an attachment via the attachment icon  you will be directed to locate the document, this might be from Recent Files you've opened, from your linked email account, or from the attachments area of the record you are on. Alternatively, you can find a document elsewhere using the Open File option.

Once the document is selected, you will need to complete the New Attachment form to save against the Custom Field, and additionally to the Attachments area of the record.

Custom Fields are also searchable. You can both search for where a custom field is not assigned to records, or where it is via the value(s) assigned to that custom field.


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