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Wisenet

      How To Add and Edit Custom Fields

      Required Knowledge: Custom Fields

      Required LRM Access: Owner

      1

      Create Custom Field

      1. Navigate to LRM > Settings > Custom Fields (under Configuration)
      2. Click Add Custom Field
      3. Select an Entity
      4. Select a Field Type
      5. Enter a Name
      6. Enter a Description
      7. (Optional) If you have chosen the Multi-select Dropdown field type, enter a Delimiter.
        • See note
      8. Adjust the Is Secure toggle:
        • Is Secure = ON: only Owners and Admins can see Custom Field
        • Is Secure = OFF:  all roles can see the Custom Field
      9. (Premium customers) Adjust the Is Visible toggle:
        • Is Visible = ON: Custom Field will appear in the Custom Fields section.
        • Is Visible = OFF: Custom Field will not appear in the Custom Fields section, but will still be visible in Data Submissions.
      10. (Optional) If you have chosen the Dropdown or Multi-select Dropdown field type, add the dropdown options.
      11. Click Save.

      NOTE: Customers on Premium edition can choose to make Custom Fields visible or not. Visible Custom Fields appear in the Custom Fields section, and non-visible ones are used only for Data Submissions.

      All Custom Fields for customers on Standard editions are set to non-visible. This means they can be used for Data Submissions only.

      Learn more: Data Submissions

      Note on delimiters for multi-select dropdowns:

      The delimiter is the character that specifies where one option ends and another option begins. We recommend you use a comma or a semicolon as the delimiter.

      The delimiter character cannot appear in any of your dropdown options. Therefore, if your dropdown options include a comma or semicolon, we recommend using the pipe | character as delimiter.

      2

      Edit a Custom Field

      1. Navigate to LRM > Settings > Custom Fields (under Configuration)
      2. Locate the relevant Custom Field
      3. Click the Edit icon in the Actions column
      4. Edit one or more:
        1. Name
        2. Description
        3. Is Secure toggle
        4. (Premium customers) Is Visible toggle
        5. (Optional) if the field type is Dropdown or Multi-select Dropdown, edit the Options
      5. Click Update.

      NOTE: You cannot update the Entity or the Field Type.

      Next Steps

      Add Data to a Custom Field