Difference between revisions of "Add Custom Defined Fields"

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</li>
 
</li>
 
<li>Enter a description for the custom defined field in the '''Description''' field.</li>
 
<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>
 
</ol>
 
=== Display options for single-select and text CDFs===__NOEDITSECTION__  
 
=== Display options for single-select and text CDFs===__NOEDITSECTION__  
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=== Adding values for multi- and single-select CDFs===__NOEDITSECTION__  
 
=== Adding values for multi- and single-select CDFs===__NOEDITSECTION__  
<li>If you selected the ''Multiple Select'' or ''Single Select'' option, click the [[Image:FieldTemplateIcon.png]] button.</li>
+
If you selected the ''Multiple Select'' or ''Single Select'' option, click the [[Image:FieldTemplateIcon.png]] button.
 
[[Image:CDF value.png|center|300px|''Add multi- and single-select value window'']]
 
[[Image:CDF value.png|center|300px|''Add multi- and single-select value window'']]
 
<div align="center">
 
<div align="center">
 
''Add multi- and single-select value window''
 
''Add multi- and single-select value window''
 
</div>
 
</div>
<li>Enter the value for the list in the '''Value''' field.</li>
+
Enter the value for the list in the '''Value''' field.
<li>When you have completed entering the values for the list, click the '''Done''' button.</li>
+
When you have completed entering the values for the list, click the '''Done''' button.
  
 
{{Note|You can also translate the label and, if applicable, list option values by clicking the '''Translate''' button at this time. See [[Translate Custom Defined Field Labels]] for more information. }}
 
{{Note|You can also translate the label and, if applicable, list option values by clicking the '''Translate''' button at this time. See [[Translate Custom Defined Field Labels]] for more information. }}

Revision as of 21:25, 12 June 2017

New 6.0.png Custom defined fields must have a unique combination of item, name and data type.
DIM category.png
  1. From the Customisation menu, select Data Inventory Manager.
  2. 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.
  3. In the right pane of the Data Inventory Manager window, click the FieldTemplateIcon.png button.
  4. CDF Editor Window

    CDF Editor Window

  5. Enter a name in the Name field. The name should be
    1. maximum 60 characters long
    2. 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.
  6. 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.
  7. Select the data type for the custom defined field from the Data Type list.
    Data Types for Custom Defined Fields
    Data Type Description and Comments
    Text Field unlimited characters
    Date Month, day, year
    Number ≤15 decimal points
    Organisation Allows the user to select organisational data
    Place Allows the user to select place data
    Country Structure Allows the user to select country structure level data
    Multiple Select Allows the user to select zero or more values provided in the CDF Values field
    Single Select Allows the user to select one value from provided values in the CDF Values field
  8. Enter a description for the custom defined field in the Description field.
  9. Go through the checklist for implementation of Custom Defined Fields.

Display options for single-select and text CDFs

Display formats

Display formats

For Text and Single Select CDFs, there are two different display formats to choose between.

New 6.0.png In version 6.0 two different display formats for Text fields has been introduced.

Adding values for multi- and single-select CDFs

If you selected the Multiple Select or Single Select option, click the FieldTemplateIcon.png button.

Add multi- and single-select value window

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.

Note.jpg You can also translate the label and, if applicable, list option values by clicking the Translate button at this time. See Translate Custom Defined Field Labels for more information.