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How to make Custom fields visible in Obligation Advanced Filters

 

This article contains information on how to make existing Custom fields visible in Obligation Advanced Filters

Goal

After completing this, Classification fields will be available to be filtered under obligations advanced filter

Note:

  • Admin Role users to have access to Custom Fields in Admin Module
  • Custom fields to be edited must be already existing

 

 

1. Begin by navigating to Admin Module > Custom Fields module on the left hand of screen

2. Then, Click Custom Fields tab to view all the associated custom fields

 

How to make Custom fields visible in Obligation Advanced Filters-1.png

 

3. Click Obligations tab to view custom fields associated to obligations

 

How to make Custom fields visible in Obligation Advanced Filters-1.5.png

 

4. A new window will open up with Classification List displaying existing Classifications (if any)

 

How to make Custom fields visible in Obligation Advanced Filters-2.png

 

5. Click Edit icon beside the classification

 

How to make Custom fields visible in Obligation Advanced Filters-3.png

 

6. A new Additional Field window opens up, Check the checkbox - 'Show on Obligation Filter'.

7. Click Save to apply the changes.

 

How to make Custom fields visible in Obligation Advanced Filters-4.png

 

8. This Custom field will now appear to be filtered by in Obligations Advanced filter screen

 

How to make Custom fields visible in Obligation Advanced Filters-5.png

What's Next

This is how to make  Custom fields visible in Obligation Advanced Filters and what was not referenced here was how to add a Custom Field.