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Custom defined fields must have a unique combination of item, name and data type.
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- From the Customisation menu, select Data Inventory Manager.
- In the left pane of the Data Inventory Manager window, select the item and the data category to which you would like to add a CDF.
- In the right pane of the Data Inventory Manager window, click the button.
- Enter a name in the Name field. The name should be
- maximum 60 characters long
- only allowed characters are a - z and 0 - 9 i.e.
- cannot contain . , / \ ( ) ! ? - @
- cannot contain space/blanks
- cannot contain capital/upper case character
- cannot start with a digit.
- Enter a label in the Label field. The label is the default custom defined field’s name that the user will see in the Data Entry Form Manager window.
- Select the data type for the custom defined field from the Data Type list.
Data Types for Custom Defined Fields
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Data Type
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Description and Comments
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Text Field
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unlimited characters
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Date
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Month, day, year
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Number
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≤15 decimal points
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Organisation
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Allows the user to select organisational data
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Place
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Allows the user to select place data
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Country Structure
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Allows the user to select country structure level data
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Multiple Select
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Allows the user to select zero or more values provided in the CDF Values field
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Single Select
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Allows the user to select one value from provided values in the CDF Values field
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- Enter a description for the custom defined field in the Description field.
Display options for single-select and text CDFs
For Text and Single Select CDFs, there are two different display formats to choose between.
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In version 6.0 two different display formats for Text fields has been introduced.
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Adding values for multi- and single-select CDFs
If you selected the Multiple Select or Single Select option, click the button.
Add multi- and single-select value window
Enter the value for the list in the Value field.
When you have completed entering the values for the list, click the Done button.