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View and/or Change Custom Defined Fields

226 bytes added, 20:14, 17 June 2017
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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:
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<li>From In the '''Customisation''' menu, select &rarr; '''Data Inventory Manager'''.</li>[[Image:The Data Inventory Manager window displaysDIM category.png|600px|center]]<li>From In the left pane of the Data Inventory Manager window, select the item and data category to which you would like to add a where the CDFis.</li><li>Click In the right pane of the Data Inventory Manager window, select the CDF and click the [[Image:FieldViewIcon.png]] button.</li><center>{| class="wikitable"|-| [[Image:CDF editor3.png|400px]]| width="10pt" || [[Image:CDF editor2.png|600px]]|}</center><li>The CDF Editor window displayseditor looks different depending on data type. </li><li>Change the information as needed. Note that you can only change </li><li>Click the label or descriptionSave button.</li>
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{{noteNote|List values can only be changed if Changing a CDF will not automatically update existing Data Entry Form Templates that use the custom defined field is not yet used in a published field report templateCDF.}}
==Copy button==__NOEDITSECTION__ [[Image:DIM copy button1.png|600px|center]]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.<ol start="5"><li>Do one of Click on the '''Copy''' button which copies all the values in the following:left column. </li>*To save <li>Switch to the custom defined field and close the Custom Defined Field Editor window, click the Save buttonother software. </li>[[Image:DIM copy button2.png|600px|center]]<li>Paste in values by using e.g. Ctrl+V.</li>
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 {{note|If you would like to update the custom defined field in existing field report templates, you will need to update and republish the field report template.NavBox HowTo Data Elements}} *To discard the custom defined field and close the Custom Defined Field Editor window, click the '''Cancel''' button.[[Category:NAA]]
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