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INSZoom:-Custom Fields

This Overview demonstrates the process of creating a Custom Fields

Custom Fields

Custom fields allow a user to create labels and capture values and can be text, drop-down, check-box, or radio-button field types.

Note: Custom fields are only for firm use,and these fields will not map to a profile or to a field within a form.

Custom fields for the case level are only available in the Enterprise Edition.

  1. Navigate to Setup' and click 'Knowledge Base'.
  2. Select 'Custom Fields' under the 'Other Templates' section.
  3. Here you'll see any existing custom fields and be able to add more by clicking 'Add'. Input all the required fields and click 'Save'.

Here's more detail for all the options within the 'Custom Field':

  • Field Label - Name for the field in the application.
  • Field Type - Defines the type of field (text, drop-down, radio, etc.).
  • Keyword Label - Name for the field's keyword (once created in the Knowledge Base).
  • Maximum Data Length - If a text field is chosen, this is the limit on how many characters can be entered. If a checkbox is chosen, this is how many different check-mark options will be available.
  • Field For - Specifies which levels (corporation, client, case) this field should appear in.
  • Field Class -
    • Default Custom Field - This option allows for this custom field to be used within any level of the application. (MOST COMMON)
    • Petition Type Custom Field - This option restricts the custom field to only be used within a petition.
    • Specific Custom Field - This option restricts the custom field to only be used within the corporation level.
  • Mandatory - Whether this a required field or not.
  • Corporation Access (check-box) - If it applies to corporation-level profiles.
  • Client Access (check-box) - If it applies to client-level profiles.

Once you've created and saved, the custom field, it will be available in 'Knowledge Base' >> 'Custom Fields'. You'll notice the check-marks on the right specifying the access levels for this field.

The new custom field can then be used within questionnaire templates in the Knowledge Base or for data fields at the client/foreign national level.

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