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Managing Custom Fields

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Creating a Custom Field

This will create a custom field and associate the custom field with a PRISM record.

 

Note:  Newly created custom fields are empty.

 

1From the Custom Field configuration page, select a PRISM record category from the list

2In the New Custom Field section, enter the field name (cannot have the same name as an existing custom field)

3Select the field type*

4Enter the Sort Order

5Affirm visibility

6Click Save

 

*For List Field Type

Enter a discrete list to select from when the custom field is presented to users

1Enter the list item

2Enter the sort order

3Affirm visibility

 

 

Modifying a Custom Field

1From the Custom Field configuration page, select a PRISM record category from the list

2Identify the target custom field

3Click the "Edit" link (custom field parameters will show in the section below)

4Modify the custom field parameters

5Click Save

 

Deleting a Custom Field

1From the Custom Field configuration page, select a PRISM record category from the list

2Identify the target custom field

3Click the "Delete" link (custom field parameters will show in the section below)

4Confirm the Deletion

 

Note: Custom fields must be empty before they may be deleted.


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