Difference between revisions of "View and/or Change Custom Defined Fields"
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You can change the label, description, and active status of CDFs. You can also change the values for multiple selection or single selection CDFs. To view and/or change custom defined fields: | You can change the label, description, and active status of CDFs. You can also change the values for multiple selection or single selection CDFs. To view and/or change custom defined fields: | ||
<ol> | <ol> | ||
| − | <li> | + | <li>In the '''Customisation''' menu → '''Data Inventory Manager'''.</li> |
[[Image:DIM category.png|600px|center]] | [[Image:DIM category.png|600px|center]] | ||
<li>In the left pane of the Data Inventory Manager window, select the data category where the CDF is.</li> | <li>In the left pane of the Data Inventory Manager window, select the data category where the CDF is.</li> | ||
Latest revision as of 19:14, 17 June 2017
Contents |
You can change the label, description, and active status of CDFs. You can also change the values for multiple selection or single selection CDFs. To view and/or change custom defined fields:
- In the Customisation menu → Data Inventory Manager.
- In the left pane of the Data Inventory Manager window, select the data category where the CDF is.
- In the right pane of the Data Inventory Manager window, select the CDF and click the
button. - The CDF editor looks different depending on data type.
- Change the information as needed.
- Click the Save button.
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Changing a CDF will not automatically update existing Data Entry Form Templates that use the CDF. |
Copy button
This button allows copying the different value options of a CDF to another software e.g. Word and Excel, which can be useful for documentation.
- Click on the Copy button which copies all the values in the left column.
- Switch to the other software.
- Paste in values by using e.g. Ctrl+V.
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