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How to Create a Custom Field for a particular Role in the system to appear while the creation of a User

Goal - To assist the user in the Creation of a Custom Field that will appear on the creation of a new User in the system. This Custom Field is to appear only for a particular role in the system.     

  • Begin by logging to the CMO Application.
  • Go to the Admin Module. 

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  • Go to 'Custom Fields'.

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  • Click New to create a new Custom Field.

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  • In the 'Additional Field' window, Enter the name of the Field and and select the Field Type. 

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     The Field Type is selected as 'Text Box'.

  • Click Save to save the changes.
  • Go to the newly created Custom Field - 'Test User Field1' and click 'Associate Link 

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  • In the Select Associations window - select 'User'. Click Save to save the changes.

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     The Custom Field is now associated to the User information in the system.

  • Go to the User tab in the Custom Field.

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  • Click Associate for the new Custom Field.

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  • Select the User Role - 'Auditor' and click Save to save the changes.

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     The Custom Field is now associated to the User role - 'Auditor' in the system such that this Custom Field will appear only when the 'Auditor' role is selected in the new user          window.

  • Go to Admin >> Users. Click 'New' to create a new user in the system .

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  • Select 'Auditor' role. The newly created Custom Field now appears  in the 'New User' window.

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Video Guide

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