How to Create a "Role Multiple Selection" Type Account Custom Field and/or Stage Custom Field for Change Controls & Issues

PERMISSION NEEDED: "Account Custom Fields"

There is a new custom field type, Role Multiple Selection, that is now available and can be used for Change Controls and Issues. This custom field type allows you to select multiple active roles from a multi-selection dropdown box. You have the option to include specific roles in this dropdown and you can also exclude roles from the dropdown. You have the option of creating an account custom field or a stage custom field with this type.

Account Custom Field:

To create an ACCOUNT "role multiple selection" type custom field, please follow the instructions below:

1. Navigate to Settings - Account - Custom Fields:

2. Click on the blue "Create" button:

3. Fill in all information in the Field Editor Slider Box. Select "Role Multiple Selection" for the Custom Field Type. Click on the "Save" button when finished:

• Name/Label: Name of Account Custom Field
• Abbreviation: Abbreviated Name of Account Custom Field
• Description: Description of Account Custom Field
• Type: Type of Account Custom Field
• Required: Ability to Make the Account Custom Field Required or Not
• Select Action: Include/Exclude. "Include" will include all users assigned to selected Roles. "Exclude" will include all users except for those in selected Roles. You must have at least one Role selected to change this. 

Note: You will need to select a ROLE first before you have the ability to select a choice here. The "All Account Users" Role will not be an option to select to include or exclude. This Role is automatically excluded and can not be included.

• Select Roles: You can choose up to 100 Roles.

Need help? Please watch the tutorial video below:

Stage Custom Field:

To create an STAGE "role multiple selection" type custom field, please follow the instructions below:

Stage custom fields are created during the configuration of either an Issue or Change Control and/or can be added to established stages in Issues and Change Controls when being up-versioned. To add a "role multiple selection" stage custom field to an Issue or Change Control stage, please follow the instructions below.

1. Navigate to Settings - Configuration - Issues (or Change Control):

2. You can either add a stage custom field to an existing Issue/Change Control Category, as long as it is in a DRAFT state and/or being up-versioned OR create a new Issue/Change Control Category and add a stage custom field to one of the stages:

3. Once in the Issue/Change Control stage, click on "Add a Field to This Stage" and select "Add a Stage Custom Field":

4. Fill in all information in the Field Editor Slider Box. Select "User Multiple Selection" for the Custom Field Type. Click on the "Save" button when finished:

• Name/Label: Name of Account Custom Field
• Abbreviation: Abbreviated Name of Account Custom Field
• Description: Description of Account Custom Field
• Type: Type of Account Custom Field
• Required: Ability to Make the Account Custom Field Required or Not
• Select Action: Include/Exclude. "Include" will include all users assigned to selected Roles. "Exclude" will include all users except for those in selected Roles. You must have at least one Role selected to change this. 

NOTE: You will need to select a ROLE first before you have the ability to select a choice here. The "All Account Users" Role will not be an option to select to include or exclude. This Role is automatically excluded and can not be included.

• Select Roles: You can choose up to 100 Roles.

Need help? Please watch the tutorial video below: