Custom Field Admin - Training Request Forms

To manage training request form custom fields:

  • Go to Admin > Tools > Learning > Training Form Management > Manage Training Request Forms. Then, click the Manage Training Request Form Custom Fields link.
  • Go to Admin > Tools > Core Functions > Custom Field Administration. Then, click the Training Request Forms tab on the left.

Search for a Field

To search for a custom field:

  • Name - Enter the name of the custom field in the field, up to 100 characters.
  • Type - From the drop-down list, select the appropriate custom field type.
  • Include Inactive - Select this option to include inactive custom fields in the search.

Fields Table

The Fields table displays the following information for each of the existing custom fields:

  • Title - The custom field title.
  • Type - The custom field type.
  • Created By - The creator of the custom field.
  • Active - Select this option to activate the custom field. If this field is deselected, the custom field is not available in other areas of the system.

Field Options

In the options are available in the Options column:

  • Edit - Select this icon to edit the existing custom field.
  • Remove - Select this icon to remove the custom field.

To create a Training Request Form custom field:

  1. Click Add Field icon .
  2. Name - Enter name of custom field that will be visible to end user. The maximum character limit is 100. If multiple languages are enabled, click the Translate icon to the right of the field to localize the values to the other available languages.
  3. Email Tag - Enter name for the email tag to be associated with this field and use to retrieve the value of this field in email communications.
    • Best practice is to create email tags in all capital letters. Custom tags are prefixed with the word CUSTOM. For example, for the custom field called Profit Net, create the tag using PROFIT.NET and the system will convert this to CUSTOM.PROFIT.NET
  4. Type - From the drop-down list, select the type of field you are creating. The following options are available. See Custom Field Admin - Custom Field Type Options.
    • Check box
    • Date Field
    • Dropdown
    • Hierarchy
    • Multiple Checkbox
    • Numeric Field
    • Radio Button
    • Scrolling Text Box
    • Short Text Box
  5. Active - Check to make the field active.
  6. Availability - Define which users have the ability to view and access the custom field. See Setting Availability Overview. The administrator must set the availability of the field if the field is to appear for other administrators and end users in the application. If availability is not set, then the field will not appear in administrator and end user areas of the application.
  7. Click Save.