Program Settings - Program Custom Fields
- Explanation and Purpose of Custom Fields
- Security Level Requirements and Access
- Custom Case Fields
- Custom Case Field Types
This article is meant to provide you with details on the Custom Tab in Organizational Preferences such as creating custom case fields that will show on the case General tab.
Explanation and Purpose of Organizational Preferences
Organizational Preferences is the configuration control center for your agency’s extendedReach system. The Custom Tab allows you to create custom fields for the cases in extendedReach.
Security Level Requirements and Access
You must be an Agency Administrator to access the “Administration” menu on the left side of your Workspace. Hover over Program Settings and click on the appropriate program.
Image: Program Settings Access Screen
Custom Home Fields
This section allows you to add up to 10 custom fields for cases in extendedReach. The fields will appear in a section called "Custom Fields" on the case General tab.
To get started, go to the Custom tab found in Organization Preferences.
- Label: This is what the name of the field will be (e.g. First Name. Gender, etc.)
- Type: The type of field that the information will display as (see the list of field types below)
- Default Value: Once a field type has been selected, enter any values to choose from as well as if there is a default value
- Req: Check the box "Yes" if you want to make it a required field
Image: Program - Custom: Custom Home Fields
Custom Home Field Types
When adding a custom field, you can choose from multiple field types. The following are available field types: checkbox, combo, combo (add), date, numeric, radio, select, and text.
Select multiple options from a list of items.
Image: Checkbox field
Allows a user to use a drop-down menu to choose one option from a list of items.
Image: Combo field
Allows a user to use a drop-down menu to choose one option from a list of items or add a new item by clicking on the green + icon.
Image: Combo (Add) field
The date field requires a date to be entered in and will result in an error if text is entered in rather than a date. Dates can be selected using the automatic calendar selector.
Image: Date field
Only allows for a number to be entered into a field. Does not allow for special characters (such as commas, periods, dollar signs, etc.). Will result in an error message if text or characters are entered in rather than a number.
Image: Number field
Allows a user to use buttons to choose one option from a list of items.
Image: Radio field
Allows a user to use a drop-down menu to select multiple options from a list of items. If an items was accidentally included in the selection, click on the X next to the item name.
Image: Select field
Text allows for letters, special characters, and numbers.
Image: Text field