Add Custom Defined Fields

Custom defined fields must have a unique combination of item, name and data type.

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 button.


CDF Editor Window

4. 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.

5. 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.
6. 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

7. Enter a description for the custom defined field in the Description field.

Display options for single-select and text CDFs

Display formats

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

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 button.

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.

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.