How to Create & Manage Custom Fields for Documents, Audit Reports, QSheets, & Tests

Custom fields are one of the key features of ZenQMS. Within the application, each module 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

Log into ZenQMS and select the Settings icon from the Main Dashboard. Click on the Administration tab. Click Configuration:

Click Add New Field. Fill in the information:

1. Fill in an Abbreviation and Full Name for this new field.

2. Select the module placement (e.g. documents, issues, etc...)

3. Select the type of custom field.

4. Click the Save hyperlink                                                                                                                                                                            

5. 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.

6. 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.

7. You have the ability to make the new custom field required (a user cannot move forward without filing out). 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.