Add Non-Standard Field

Create Data ›› Modify Data ››
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Any logged-in user can enhance a record by adding any non-standard field (i.e. fields not defined as part of the record type).

Note. Non-standard fields only apply to the current record. They can be viewed by anyone with permission to view the record.

To enter a non-standard field

  1. Search for the record.
  2. Click Edit to open the Edit Record view.

Note. Ensure that the Show optional fields checkbox is deselected.

  1. Click More... at the bottom of the screen. This displays the Add field section.
  2. Select the new field type from the dropdown and click Add:

  1. The field is added.

  1. Complete this field as required (you cannot save the new field until you have entered or selected a value).
  2. Click Save.

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