Custom fields are one of the key features of ZenQMS. Within the application, audit reports, qsheets, and tests can have up to 20 custom fields to capture your data using text boxes, multi-selects, drop-downs, etc... These fields appear in addition to the existing fields within the module.
Creating a Custom Field
Click on 'Settings >Administration >Configuration'. Under the 'Custom Fields' tab, click on 'Add New Field'.
Fill in an Abbreviation and Full Name for this new field. Select the module placement (e.g. qhseet, tests, etc...). Next, select the type of custom field and save when finished.
If you selected Mutli-Select/Member Defined Dropdown as a custom field type, you will need to click the List hyperlink next to the new field in order to add values. Type in the value and click Add, repeat for each value.
To activate the custom field, you will need to change the value to 'yes' in the 'Active' column. This is done by clicking on the hyperlinked No. You also have the ability to make the custom field required. This can be done by changing the value in the 'Required' column to 'yes' by clicking on the hyperlinked No.
Managing Custom Field Settings
To edit the display order, update the custom field abbreviation, or full name, click the Edit hyperlink. You cannot change the type of custom field after the field has been created. Make the necessary updates and click the Save hyperlink.
Updating Custom Field Values: (Multi-Select/Member Defined Dropdown)
Click the 'list' hyperlink next to the custom field. To add additional values type in the new values and click 'add'. To remove values, click trash can icon next to an existing value. To exit out once you are finished, click the "x" in the upper right hand corner of the 'update list' pop-out.
Deleting a Custom Field
Click the 'delete' hyperlink next to the custom field. Click 'yes'.