Edit a Custom Field

Once a custom field has been created, custom field details can easily be edited.

1. Click Custom Fields

• On the Icon Bar click the Admin button.
• Click Configuration to expand the menu, then click Custom Fields.

2. Select Custom Field

• Click the name of the custom field that you want to edit.

3. Edit Custom Field

• Edit custom field details as necessary.

Note: Once created, a Custom Field Type cannot be changed (i.e., if it was created as a date field, it cannot be changed to a numeric field).

Note: To include the Custom Field in a metric template, select Metric from the Other Assoc drop-down. For an explanation of custom field limitations, see section 3.1

• Click Save.

3.1 Custom Field Limitations

There are limitations to custom field settings if they are to be used as Metrics. Custom Fields cannot include the following settings:

• Apply Permissions
• Required (default)
• Locked (default)

If any of these are active in a custom field, and it is selected as a metric, the user will receive an error message detailing which settings are not supported.

4. View Custom Fields

• View the updated Custom Field in the list.