Field Management - Overview

Field Management - Overview

Purpose

  1. The purpose of this Knowledge Base Article is to provide an overview of Field Management including the basic management of fields within the First Due platform.

Video


Instructions


1. Click on Admin.


Click on Admin.



2. Click on Field Management.


Click on Field Management.



3. Advanced Search Fields available at top of page.


Advanced Search Fields available at top of page.



4. To filter by Field Name, select Field Name, use the text filter and checkboxes to filter the list.


To filter by Field Name, select Field Name, use the text filter and checkboxes to filter the list.



5. To filter by Label, enter text.


To filter by Label, enter text.



6. To filter by Field Type, select Field Type, use the text filter and checkboxes to filter the list.


To filter by Field Type, select Field Type, use the text filter and checkboxes to filter the list.



7. To filter by Section, select Section, use the text filter and checkboxes to filter the list.


To filter by Section, select Section, use the text filter and checkboxes to filter the list.



8. Click on Apply to apply the search criteria.


Click on Apply to apply the search criteria.



9. Click on Reset to reset the search criteria.


Click on Reset to reset the search criteria.



10. Select Edit to edit a field.


Select Edit to edit a field.



11. Example of the Free Text, Checkbox, Radio Button, and Textbox modal.
  1. To updated the label field, enter text and select Save.

Example of the Free Text, Checkbox, Radio Button, and Textbox modal.



12. Example of a fixed dropdown list.
  1. To updated the label field, enter text and select Save. In a fixed list, you will not be able to make any changes to the list, only the label.

Example of a fixed dropdown list.



13. Example of an editable dropdown list.
  1. Select "Add" to add a value (List Item), edit to edit a value and delete to delete a value.
  2. If a value is used in a record, it cannot be deleted.
  3. In some lists, the List Item text cannot be edited if used in one more records.
  4. To updated the label field, enter text.
  5. Some fields do not allow the label to be edited.
  6. Select Save when done.

Example of an editable dropdown list.



14. Click on Edit Roles Permissions to set permissions and requirements for data entry by Role.


Click on Edit Roles Permissions to set permissions and requirements for data entry by Role.



15. Click on radio button to set field permissions.
  1. Hide - Role will not see field.
  2. Read - Role will view only.
  3. Update - Role will be able to edit the field.
  4. Select Save when done.

Click on radio button to set field permissions.



16. Toggle on Validation/Is Required for each Role, as needed.
  1. When the field is toggled on for a role, any user in that role will have to enter data into the field to be able to save the record.
  2. If Validation/Is Required is toggled on, the system will automatically move the radio button to the Update selection.
  3. Save when done.



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