This page allows administrators to create custom fields are visible in the various modules. For instance custom fields attached to the Documents module means they can be used as additional metadata tags for all documents. Fields can be of various formats - short text, long test, drop down, boolean, date. Examples may be Risk Ratings (short text), Key Facts (long text), Approved Vendor List (Boolean), next audit date (date format), etc.
- Click "Add New Field". Input boxes will appear in a new row for the new fields name and abbreviation (for column headings). You must also define a field type, including integers, decimals, Boolean (True/False), Text fields ('Short' is a ~20 characters, while 'Long' can be multi-line/paragraph.), Member Defined Dropdown, Date, Multi-Select and URL.
- Click 'Save' link.
- If you selected "Member Defined Dropdown" you will see a "List" link in the row's last column after saving. Click the 'List' link to add all the dropdown options that should appear in the dropdown for users to select from.