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Add Custom Defined Fields

28 bytes added, 18:08, 15 June 2017
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{{New_6.0|Custom defined fields must have a unique combination of item, '''name''' and data type. }}
To add a custom defined field[[Image:DIM category.png|600px|center]]
<ol>
<li>From In the '''Customisation''' menu, select &rarr; '''Data Inventory Manager'''.</li>:The <li>'''[[Filter Item Attributes | Search]]''' the Data Inventory Manager window displaysbefore you add a CDF in order to make sure that a suitable system field does not already exist.</li><li>From 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.</li><li>From In the right pane of the Data Inventory Manager window, click the [[Image:FieldTemplateIcon.png]] button.</li>:The CDF Editor window displays.
[[Image:CDFEditor.png|center|500px|''CDF Editor Window'']]
::* cannot start with a digit.</li>
<li>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. </li>
<li>Select the data type for the custom defined field from the '''Data Type''' list. The general recommendation is to avoid text fields if the CDF will be used for search/filter, statistics, maps and/or data quality. Users will enter data differently in text fields e.g. many different spellings of an organisation name so it is preferable to use data entry widgets where the user selects over text widget.
{| class="wikitable"
|-
| Date
| Month, day, yeartimestamp (2016-12-01 15:33:59.187)
|-
| Number
| ≤15 decimal pointswith 6 decimals
|-
| Organisation
| Allows the user to select organisational dataan Organisation
|-
| Place
| Allows the user to select place dataa Place
|-
| Country Structure
| Allows the user to select country from the Country structure level data
|-
| Multiple Select
|}
</li>
{{note| When creating single-select enumeration lists, information managers should include a “Not specified” value, which users can select when no value was provided in the data collection. This value facilitate creating statistics and data quality work.Data type cannot be changed after creation of the CDF.}} <li>Enter a description for the custom defined field in the '''Description''' field.</li><li>Go through the checklist for implementation of '''[[Custom Defined Fields]]'''.</li></ol>=== Display options for single-select and text CDFs===__NOEDITSECTION__ [[Image:CDF display format.png|center|500px|''Disply Display formats'']]
<div align="center">
''Display formats''
</div></li><li>For Text and Single Select CDFs, there are two different display formats to choose between.{{New_6.0 | In version 6.0 two different display formats for Text fields has been introduced.}}</li><li>If you selected the ''Multiple Select'' or ''Single Select'' option, click the [[Image:FieldTemplateIcon.png]] button.:The Add window displays.</li><li>Enter the value for the list in the '''Value''' field.
{{note|When entering === Adding values for lists, be sure to:*Enter values in the order that you would like them to display to the user*Enter values in the language in which the users will use IMSMA}}</li>multi- and single-select CDFs===__NOEDITSECTION__ <li>Do one of the following:*If you would like to save the value and enter additional values, click selected the ''Multiple Select'' or 'Save'Single Select'' option, click the [[Image:FieldTemplateIcon.png]] button.*If you have completed entering the values for the list, click the [[Image:CDF value.png|center|300px|''Add multi- and single-select value window'Done''' button.]]</lidiv align="center"><li>If you selected the ''Single SelectAdd multi- and single-select value window'' option, chose an option from the Selection Display field to display the CDF as either a list of radio buttons or as a combo box.</div>{{note|You can also translate Enter the value for the label and, if applicable, list option values by clicking in the '''TranslateValue''' button at this time. See [[Translate Custom Defined Field Labels]] for more informationfield.}}</li><li>Do one of When you have completed entering the following:*To save values for the custom defined field and close the CDF Editor windowlist, click the '''SaveDone''' button.:If the custom defined field information is successfully saved, the CDF Editor window closes and the custom defined field is listed in the Data Inventory Manager window.
{{noteNote|If you would like to add You can also translate the custom defined field to existing data entry form templateslabel and, you will need to update and republish the data entry form template.}}*To discard the custom defined field and close the CDF Editor windowif applicable, click list option values by clicking the '''CancelTranslate''' buttonat this time. See [[Translate Custom Defined Fields]] for more information.</li></ol>}}
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[[Category:NAA]]
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