Adding custom fields

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You can customize fields of programs, action plans, and actions, such as renaming fields and defining custom picklists.

About this task

You can add up to 5 custom fields to actions. Custom fields are either text fields or drop-down lists, referred to as picklists.
Note: By default, a custom field is configured as a text field.

Procedure

  1. From the main menu, click Admin > Custom Fields to open the Custom Fields grid.
  2. Create the custom field.
    1. Click Create New and select one of the Action - Program Custom Field 1 to Action - Program Custom Field 5 fields to customize.
    2. Assign a name to the field.
    3. Optional: Assign a description.
  3. You can modify the list of options if the field is a pick list.
    1. Select a field in the Custom Fields grid that is associated with a pick list.
      The field must be defined as a pick list.
    2. Click Actions and select Picklist Items.
    3. Select the custom field, click Actions, and select Edit List Item.
    4. Set the order number, which determines the order the item appears in the pick up list for this field.
    5. Click Save.