Field Management

Field Management

Purpose

  1. To explain how to make selected fields required for completion using Field Management in the Training Module. 

Video 


Directions

1. Click on Training>Setup. 

​



2. Click on Field Management.


Click on Field Management.



3. Here we can:
  • Add a new Custom Field Managements. 
  • Edit Existing Field Managements. 
  • Delete Existing Field Managements. 
Lets add a new field management. 






4. When the pop-up opens, select a field. 


When the pop-up opens, select a field.



5. The required checkbox will default to checked. If you do not want the field to be required, un-check the box. When you are done, select Create. 


The required checkbox will default to checked. If you do not want the field to be required, un-check the box. When you are done, select Create.



6. When Managing existing Field Managements, you can delete by selecting the trashcan to the right. 


When Managing existing Field Managements, you can delete by selecting the trashcan to the right.



7. You can also edit by selecting the pencil to the right. 


You can also edit by selecting the pencil to the right.



8. This will open up the same view as if you were creating a new field management. When you have updated the information, click Update. 


This will open up the same view as if you were creating a new field management. When you have updated the information, click Update.

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