NEW Create & Manage Custom Fields

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 additional to the existing fields within the module. 


1. Log into the ZenQMS

2. Click on your name in the upper righthand corner and choose Profile from the dropdown 

3. Click Configuration on the lefthand side



1. Click add_new_field.png

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

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

4. Select the type of custom field

5. Click the Save hyperlink

6. (optional) You have the ability to make the new custom field required (cannot move forward without filing out). This can be done by changing the value in the Required column to Yes.png 

7. (Mutli-Select/Member Defined Dropdown) If you selected, Mutli-Select or Member Defined Dropdown, you will need to click the List hyperlink next to the new field in order to add values

8. (Mutli-Select/Member Defined Dropdown) Type in the values then click Add add_button.png, repeat for each value

9. (Mutli-Select/Member Defined Dropdown) In the top right corner of the Update List pop-out, click  x_to_close_window.png

10. (Mutli-Select/Member Defined Dropdown) In the Active column for your newly created custom field, you will need to change the value to Yes.png in order to start using this field



1. To edit the display order, update the custom field abbreviation, or update the full name, click the Edit hyperlink next to the custom field

 *You cannot change the Type of custom field after the field has been created

2. Make the necessary updates

3. Click the Save hyperlink


UPDATING CUSTOM FIELD VALUES (Mutli-Select/Member Defined Dropdown)

1. Click the List hyperlink next to the custom field

2. Either add fields by typing in the values clicking add_button.png, or remove values by clicking recycle_bin.png next to an existing value

3. Once you are finished, in the top right corner of the Update List pop-out, click x_to_close_window.png



1. Click the Delete hyperlink next to the custom field

 * Please note that deleting a custom field will permanently delete this custom field and all of its related data. This action cannot be reversed.

2. Click yes_button.png




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