Custom

Use the Custom pages to create custom fields and attributes. They allow you to track additional data that displays within a section or on reports.

• First - Select Custom and select the section where the field or attribute displays.

• Second - Specify the input type.
  Important: There are four options, but you can only use one input type at a time. Options include: Entry field box for number or text by leaving Values box empty, Values to create a drop-down list, Input Type that is a date or number, or Pattern.

• Third - provide any help information. It displays next to the custom field.

The following are the sections where you can build custom fields and attributes.

• Employee — Employee custom fields display in the Employees > Settings > Personal page.

• Station — Station custom fields display in the Stations > Settings > Information page.

• Location — Location custom fields display in the Locations > Settings > Information page.

• Enterprise — Enterprise custom fields display in the Enterprise Settings page.

Adding Custom Fields or Attributes

1. Select Organization from the main menu.

2. Select the Custom > Fields or Custom > Attributes.

3. Select the section.

4. Type the Name.

5. If this is a custom field, determine how you want it to display on the page. Please open a support ticket for assistance.

6. If you want an entry field box for a number or text, leave Input type blank.

7. If you want a drop-down list, enter each item on one line.

8. If you want a date-picker pop-up calendar, choose Input Type: date

9. If you want a number, choose Input Type: number

10. If you want a Pattern, type the Pattern validator.

    Note: To sort by date, you must use the Full Date Validation (year first format). Other formats will not sort the dates correctly in reports. The pattern validator must be chosen from html5 pattern link: http://html5pattern.com/

11. Type Help instructions to clarify entry requirements.

12. Select Save.

Editing Custom Fields or Attributes

1. Select Organization from the main menu.

2. Select the Custom > Fields or Custom > Attributes. Make desired changes to the Name or Values.

3. Select [Clear Values] to clear all values or edit the values you would like to change.
   Pop-up window prompts: Clear saved data?

4. Select OK.

5. Select Save.

Deleting Custom Fields or Attributes

1. Select Organization from the main menu.

2. Select the Custom > Fields or Custom > Attributes.

3. Select Delete.
   Pop-up window prompts: Delete Item?

4. Select OK.