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:

1. From the Customisation menu, select Data Inventory Manager.

2. In the left pane of the Data Inventory Manager window, select the data category where the CDF is.
3. In the right pane of the Data Inventory Manager window, select the CDF and click the button.
4. The CDF editor looks different depending on data type.
5. Change the information as needed.
6. Click the Save button.

Changing a CDF will not automatically update existing Data Entry Form Templates that use the CDF.

Contents

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.

1. Click on the Copy button which copies all the values in the left column.
2. Switch to the other software.

3. Paste in values by using e.g. Ctrl+V.