Custom Field Administration - Succession

Troubleshooting Information

The following page contains a guide for using a Formula Metric field in a Succession template:

• See Configuration Guide - Using a Formula Metric in an SMP Template.

Manage Succession Custom Fields

Search for a Field

The following filters are available to search for an existing custom field:

• Name - Enter search terms in the filter. The field displays results for a partial or exact match to the search terms.
• Field Type - Select a field type from the drop-down.
• Include Inactive - Check the box to include inactive custom fields in the search.

Once all filters are defined, click Search. This refreshes the fields table with the filtered results.

Add Custom Field

To create a custom field, click the Add Field icon. This opens the Define field page. From here, you can select the type of field you want to create and define the options for the field if applicable. Information about how to create the specific types of custom fields (i.e., branched dropdown, checkbox, etc.) is available on the "Custom Field Type Options" page in Online Help. See Custom Field Admin - Custom Field Type Options.

Fields Table

This table displays all existing custom fields for the field area. The table is sorted in alphabetical order by name. The Title and Created By columns are sortable. The following information displays in the table:

• Title - This column displays the title of the custom field.
• Type - This column displays the field type, such as radio button or short text box.
• Created By - This column displays the name of the administrator who created the field by last name, first name.
• Active - This column defines the active status of the field. To activate the field, check the box in the Active column. To inactivate the field, uncheck the box.

When active, the custom field is available to use by administrators who meet the field's availability requirements. Inactive custom fields are not available to use.

• Options - The following options are available in the Options column:
  • Edit - Click the Edit icon to edit the field. The field type cannot be modified when editing the field. See Custom Field Admin - Custom Field Type Options.
  • Delete - Click the Trash Can icon to delete the field. This option is only available if the custom field has not been used. If a field has been used, then it cannot be deleted and the Trash Can icon does not display. There is no audit history available to view custom fields that were deleted. Please reach out to Global Customer Support if additional details are needed for a deleted custom field.

To add a new custom field, follow these steps:

1. Click Add Field icon to the right of the Fields heading.
2. Enter the following information for the field:
1. Name - Enter name of custom field that will be visible to end users. The character limit for this field is 50. If multiple languages are enabled, click the globe icon to translate the name into other available languages.
2. 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.
• Checkbox
• Date Field
• Dropdown
• Formula Metric
• Metric Grid
• Numeric Field
• OU Field
• Radio Button
• Rating Scaling Metric
• Scrolling Text Box
• Short Text Box
3. Active - Select this option to make the custom field active.
4. 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.
5. Click Save.