In the following article we will guide you on how to create custom fields.
GENERAL - CUSTOM FIELDS
The custom field is a segmentation element for courses, employees, and trainings. Unlike custom categories, custom fields do not have predefined options. Instead, they serve as a central element that encompasses options that are not previously defined. See the example image
To access you must follow this path USER>> MY COMPANY>>> GENERAL>>> CUSTOM FIELDS.
Information on courses, employees and trainings may be classified. When you access the CUSTOM FIELDS section, a list with fields already created will be displayed. You may edit, delete or add a new field. (see image).
ADD NEW section
Context: Select the context in which the custom field will be placed:
Field type: Type of field to complete
Placeholder: Text displayed on the text box before completing the field. It disappears when you start filling in the field.
Mandatory: Select whether it is mandatory to fill in the information requested in the field
Display in report views: Select whether to display the field information in the report.
Validations: In order to minimize errors when the data is entered in a custom field, validation criteria can be added. When you press Add New, validation options will be displayed, among these you will find:
- Contains: The field information must contain the established character.
- Minimum length: The field information must have a minimum number of characters.
- Maximum length: The field information must have a set maximum number of characters.
In order to complete the creation of a new field, you should click on "CREATE AND EDIT."
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