Permit: Add Custom Data Fields
Purpose
- To demonstrate how to add Custom Data Fields to a Permit Type
Related Articles
Video
Instructions
NOTE: Adding Custom Data Fields to a Permit is a Module Admin function and the following permissions need to be enabled to allow the Custom Data fields to be added to a Permit Type:
| FD Permit Types-Manage | User can manage existing permit types |
| FD Permit Types-Create | User can create permit types |
| FD Permit Types-Update | User can update permit types |
1. When creating or editing a Permit Type, click on Custom Data Fields.
2. Click on Add Custom Data Field to create the Custom Data Field(s) needed.
3. Enter a Title for the Custom Data Field.
4. Enter text for each question.
5. Select the Custom Data Field Type.
6. Checkbox will create a checkbox to the left of the Permit Question.
7. Currency will provide a field to enter a currency value.
8. Date will create a field for a date to be entered or selected.
9. Free text will allow a user to enter text such as a model number.
10. Multi Select will allow more than one answer to be selected.
11. Enter Text for answers (Multi Select and Single Select).
12. Click on Add to add addition answers.
13. Numeric will allow a user to enter value such as a quantity of an item.
14. Rich Text will allow a user to enter text and then format it.
15. Single Select will allow one answer to be selected.
16. Time will provide a field to enter a time.
17. Yes No will provide a dropdown to allow the user to select Yes or No.
18. Click on Mandatory Response to require a response.
19. Toggle on to display Show Question in CC.
20. Select to Drag the Custom Data Field to rearrange.
21. Click on Duplicate to duplicate the Custom Data Field.
22. Click on Delete to delete a Custom Data Field.
23. Click on Confirm to delete the Custom Data Field.
24. When done creating or editing the Permit Type, click on Save to save or update the permit.
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