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>From the '''Customisation''' menu, select '''Data Inventory Manager'''. | + | <li>From the '''Customisation''' menu, select '''Data Inventory Manager'''. |
| − | :The Data Inventory Manager window displays. | + | :The Data Inventory Manager window displays.</li> |
<li>From the left pane of the Data Inventory Manager window, select the data category to which you would like to view or edit a CDF.</li> | <li>From the left pane of the Data Inventory Manager window, select the data category to which you would like to view or edit a CDF.</li> | ||
| − | <li>From the right pane of the Data Inventory Manager window, select the CDF and click the [[Image:FieldViewIcon.png]] button. | + | <li>From the right pane of the Data Inventory Manager window, select the CDF and click the [[Image:FieldViewIcon.png]] button. |
| − | :The CDF Editor window displays. | + | :The CDF Editor window displays. </li> |
| − | <li>Change the information as needed. | + | <li>Change the information as needed. |
| − | |||
| − | {{note|List values can only be changed if the custom defined field is not yet used in a published data entry form template. | + | {{note|List values can only be changed if the custom defined field is not yet used in a published data entry form template.}}</li> |
| − | }} | + | <li>Do one of the following: |
| − | |||
| − | < | ||
| − | <li>Do one of the following: | ||
*To save the custom defined field and close the Custom Defined Field Editor window, click the '''Save''' button. | *To save the custom defined field and close the Custom Defined Field Editor window, click the '''Save''' button. | ||
| − | |||
| − | {{note|If you would like to update the custom defined field in existing data entry form templates, you will need to update and republish the data entry form template. | + | {{note|If you would like to update the custom defined field in existing data entry form templates, you will need to update and republish the data entry form template.}} |
| − | }} | ||
| − | |||
*To discard the custom defined field and close the Custom Defined Field Editor window, click the '''Cancel''' button. | *To discard the custom defined field and close the Custom Defined Field Editor window, click the '''Cancel''' button. | ||
| − | </ol> | + | </li></ol> |
{{NavBox HowTo Data Elements}} | {{NavBox HowTo Data Elements}} | ||
Revision as of 23:47, 27 January 2016
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:
- From the Customisation menu, select Data Inventory Manager.
- The Data Inventory Manager window displays.
- From the left pane of the Data Inventory Manager window, select the data category to which you would like to view or edit a CDF.
- From the right pane of the Data Inventory Manager window, select the CDF and click the
button.
- The CDF Editor window displays.
- Change the information as needed.
List values can only be changed if the custom defined field is not yet used in a published data entry form template. - Do one of the following:
- To save the custom defined field and close the Custom Defined Field Editor window, click the Save button.
If you would like to update the custom defined field in existing data entry form templates, you will need to update and republish the data entry form template. - To discard the custom defined field and close the Custom Defined Field Editor window, click the Cancel button.
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